How to Use a Blueprint Action for Consistent Data Entry

Blueprints are templated actions that guide you through creating consistent, complete action records. This ensures uniform data entry across your organization.

What Are Blueprints?

Blueprints are predefined workflows for common action types including:

• Donation Blueprint: Guides logging monetary contributions with fund designation
• Grant Blueprint: Leads through recording received grants with terms
• Event Attendance Blueprint: Streamlines capturing event participation
• Volunteer Hours Blueprint: Simplifies recording volunteer time
• Membership Blueprint: Guides membership sign-ups and renewals

Step 1: Navigate to Actions + Module

1. From main menu, select 'Action +'.
2. The Actions module dashboard loads.

Step 2: Click Add Blueprint Action Button

1. Locate the 'Add Blueprint Action' button in the toolbar.

Available blueprint options for guided data entry

1. A dropdown of available blueprints appears.
2. Select a Blueprint

The blueprint presents fields one or a few at a time in order.

1. Read the description.
2. Fill in the information as prompted.
3. Click 'Save' to complete.

Blueprint workflow showing guided field entry

Consistency

Every user enters the same fields in the same way, resulting in clean, uniform data.

Completeness

Blueprints prompt for all essential information, reducing missing critical details.

Efficiency

Streamlined entry speeds up data entry compared to manual forms.

Training

New team members learn proper data entry procedures through guided prompts.

• Tip 1: Use blueprints for repetitive data entry tasks.
• Tip 2: Blueprints are especially valuable for complex action types like grants or pledges.
• Tip 3: All data entered through blueprints follows standardized formatting.