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5. Add Events & Event Markers


Mobile App Guide

Add Events

  1. Open any Dashboard → that includes an Event Controller

  2. Click + Add Event from the Event Controller widget

    Add event

  3. Pick Create Blank → or choose a Shortcut from the list → ex. Hockey

    Hockey

Create Shortcuts to fit your needs
  • Shortcuts speed up the creation of recurring Events
    • Such as → Basketball, Concert, Hockey, or Other events
    • Visit the Shortcut Forms guide to learn more
  1. Fill in your Event Form → and click Create

    Fill

  • In the example above, we have the following fields:


Switch Between Events

  • Depending on the times you set, you'll define 3 types of events:

    • Future
    • Active
    • Closed
  • Switch between your Events from the drop-down chevron

    event types


To navigate a Create Records Form, click:

  • A. to return to the Forms list
  • B. X to return to the Dashboard & +Orange icon
  • C. Cancel to clear the Form and return to the Forms list

Hockey cancel

Alternative event entry . . .
  • If you are on a Dashboard without an Event Controller → ex. Lost & Found, Patrol, Maintenance . . .
  1. Click the +Orange icon

    +Orange

  2. Select the Event > button

    >


Add Multiple Events

  • To add several Events at once, click:

    • A. Create → which Saves the Event
    • B. Create + → which Saves and Starts Another Event immediately (Recommended)
    • C. Cancel → Return without saving an Event

    Start another


Update Events

Clicking the Event Controller's Pop-out icon lets you update an Event on the fly!

  • Say you must change the name of an event from Disney on Ice to Monster Jam – and even change the date! (Hey, mistakes happen . . . )
  1. Click your Event Controller's Expand icon

    Expand

  2. Highlight and change the Event Name → then press Save

    Change name

  3. Switch out an inaccurate Event Type → by picking from the list → or using Search

    Edit Form type of event

  4. Change the Date/Time → by clicking its Calendar icon and selecting an Event Date/Time → and clicking Done

    • Pick the Calendarand choose a date
    • Select the Hourand set the Minute and AM-PM
      • If no time has been set → and the Event is starting → click Now on the Calendar
    • Click Done

    Edit date

Change the 1st Event Marker's date too!
  • If you change the start Event Date/Time:

    • Reset the times in your Event Markers using their Calendar options too

    Edit Marker

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Add Event Markers

Event Markers, while optional, are recommended.

Markers move events along smoothly, and are valuable when filtering Records, Dashboards, & Reports.

To include Event Markers:

  1. Click + Add Marker

    Add Marker

  2. Name your first marker → typically Setup or Pre-door

  3. Optional: Enter a time for the first marker in advance!

    • If no time is set → and the Event is starting → click Now on the Calendar

    Date

  4. Click + Add Marker to add your 2nd, 3rd markers, and so on → ex. Doors Open, Egress and Doors Closed

    • Optional: Entering times for each Marker is not required
      • As you advance the Markers during an event, the accurate time will be entered for you add markers
  5. Click Create to wrap things up

Set times in advance? → or as you arrive?
  • Here are a few valuable tips for your Event Markers →
    • Tip 1 → Setting the time in advance means you don't need to worry as you arrive at the Event → ex. If you are a bit late, no worries!
    • Tip 2 → If you set your first marker in advance, be generous with initial start time → ex. Setup = 12:30 PM for a 5:00 PM start
    • Tip 3 → No need to enter times for the remaining markers! As you Advance markers, the precise time is inserted for you, automatically!
    • Tip 4 → If no time has been set → click Now when the Event begins, as marked above in step 3

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Advance Event Markers During Events

As your Event enters the next stage, advance your Markers:

  1. Simply click the Event Marker's Advance icon

    Advancealt text

  2. Confirm your advance by clicking Continue

    advance confirm

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Close out your Events

Event Markers track the progress of an event.

  • For example, a Hockey game's markers can be → Setup, Doors Open, 1st Period, 1st Intermission, 2nd Period, 2nd Intermission, 3rd Period, Overtime, Egress, Doors Closed

  • Simply click the Advance button to move period by period

    Advance

  • As you Advance through ALL of your Event Markers:

    • The Event will end and be "Closed" in SwitchBase
    • All of the Event Markers will have their Date/Time stamps recorded
    • All the Issues tracked from the start will be Linked to the completed Event
Did you forget to end an event?
  • Quickly end an Event — even days later!

Skip all of the intervening Event Markers by:

  1. Opening the Event Record
  2. Scrolling down to the final Event Markerex. Doors Closed

Close

  1. Inserting the closing Date/Time
  2. Clicking Save

combined

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Create an Event Form

  • Learn how to design your own Event Forms in:

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Sample Lists of Event Markers

Basketball

LongMediumShort
Setup (Pre-door)Setup (Pre-door)Game Prep
Doors OpenDoors OpenStart Game
1st Quarter1st HalfEgress
2nd QuarterHalftimeClosed
Halftime2nd Half
3rd QuarterEgress
4th QuarterDoors Closed
Overtime
Egress
Doors Closed

Concert

LongMediumShort
Setup (Pre-door)Setup (Pre-door)Doors Open
Doors OpenDoors OpenStart Time
Opening Act 1PerformanceDoors Closed
Opening Act 2Egress
HeadlinerDoors Closed
Egress
Doors Closed

Football

LongMediumShort
Setup (Pre-gate)Setup (Pre-gate)Game Prep
Gates OpenGates OpenMatch Start
1st HalfMatch StartEgress
HalftimeEgressClosed
2nd HalfDoors Closed
Extra Time
Penalty Shoot
Egress
Doors Closed

Football - American

LongMediumShort
Setup (Pre-door)Setup (Pre-door)Game Prep
Doors OpenDoors OpenStart Game
1st Quarter1st HalfEgress
2nd QuarterHalftimeClosed
Halftime2nd Half
3rd QuarterEgress
4th QuarterDoors Closed
Overtime
Egress
Doors Closed

Hockey

LongMediumShort
Setup (Pre-door)Setup (Pre-door)Game Prep
Doors OpenDoors OpenStart Game
1st Period1st PeriodEgress
1st Intermission2nd PeriodClosed
2nd Period3rd Period
2nd IntermissionEgress
3rd PeriodDoors Closed
3rd Intermission
Overtime
Egress
Doors Closed

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