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3. Create & Update Records

Mobile App Guide

Create Records​

  1. Click the +Orange Create Record icon

    Oran

  2. Select a Form from the Create Record view → ex. + Issue

    Select Issue

    Related & Other Forms

    • A. Related Forms → Forms related to the active Dashboard appear at the top of the Create Record panel for snappy access

      • ex. this Event Command Center Dashboard is composed of Event and Issue Records

    • B. Other Forms → appear below the Related Forms to be accessed quickly, eliminating the need to open their Dashboards first

      • ex. Found Item, Patrol, Work Order . . . Related Forms

Complete your Form​

  1. Fill in your Form →

    • Some Fields can be optional
    • Forms can be pre-filled and shortened

    Fill

  2. To save, click:

    • A. Create → to save and leave the Record open to review
    • B. Create + → to save and 'Start Another' simultaneously (Recommended)
    • C. Cancel → to return without saving

    Create

Quickly find a Location or Issue​

super-fast selection menus

  • You may have hundreds of Locations and long lists of Issues. To find your selection quickly, simply enter a few letters or numbers →

    • we for "Wet Spill"
    • s107 for "Level 5, Terrace Level Section 107"

  • Everything matching the letters and numbers will pop up in the blink of an eye. Just pick from the list!

    Create RecordCreate Record

Update Records​

  1. Open any Record in your Records Table → by clicking on it

  2. In the Edit Record view, update your record → ex. change the Issue Status to Dispatched

  3. Select X to Close

    update

Save time with Shortcuts!​

Shortcuts are customized, pre-populated templates. With Shortcuts, you can pre-select default Values and hide unnecessary Fields. You'll pick from 2 types of Shortcut Forms:

A. Event Shortcuts​

  1. Open Event Shortcuts by first clicking Add Event

    alt text

  2. Pick from the list! Event Shortcuts may include Basketball, Concert, Hockey, and Other

    short

B. All Other Shortcuts​

  1. Click the +Orange Create Record icon

    Oran

  2. Pick your Form → ex. Issue

    Issue

  3. Choose a Shortcut from the Create Record view → ex. Wheelchair Request

    short

  4. The Shortcut Form will be partially completed! Finish and hit Create!

    shortcut fulled

Create all the shortcuts you like!

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Delete Records​

Why can't I delete a Record or an Event?

  • You may be restricted from deleting Records (even duplicate Events) for several reasons:

    • Role Permissions: Your User Role may not include the ability to delete Records or Events
    • Best Practice: Deletion is often limited to Admins to prevent the accidental or malicious removal of sensitive data
    • What to Do: If the Ellipsis (... Delete Record) option is missing, consult your supervisor

To delete a Record:

  1. Open the Record → in the Edit Record view

  2. Select the Ellipsis (...) at the top of the Record → and then click Delete Record

    del

  3. Press the red Delete button to confirm

    Del 2

Delete an Event​

To delete a duplicate or canceled Event:

  1. In your Event Controller → select the Event you wish to remove

    Pick

  2. Click the Expand Event icon → seen to the right of the Event name

    Expand icon

  3. Select the Ellipsis (...) at the top of an Event section

  4. Pick Delete Record

    Del 1t

  5. Push the red Delete button to confirm

    alt text

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Add Comments to a Record's Metadata​

The Comments feature is available on every Form. Each Comment becomes part of the Record Metadata section — appearing next to the Activity Log. While the Activity Log is generated automatically by the SwitchBase platform, Comments are left in your hands.

Simply tap to switch between the Comments (left tab) and your Activity Log (right tab).

switch

About Metadata
  • Metadata is recorded automatically and includes:
    • Created At → ex. May 1, 12:06 PM
    • Activity Log → for all non-Event Records

To add a Comment to an existing Record:

  1. Click any Record → and open it in the Edit Record view

  2. Scroll to the bottom of the Record

  3. Enter your thoughts

  4. Click the Comment button → to add your insights to the record

Comments

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