Run 12 → Add Logic to Forms

Try it!

→ in SwitchBase Web

1. Read About →

• Start by reading → Add Logic to Forms (3 min)

2. Try It → Adding Logic to Forms and Reports

1. Log into SwitchBase

2. Open your Test Track sandbox organization

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3. Start a Risk Report Form with 3 Fields (Medical, Missing Person, and Non-Medical) to be used in Steps 5-7 to create your branching logic.

   • Follow these → Steps ▶

4. Add a Related Field to your Risk Report Form. This will allow you to pull in Records from the Issue Form

   • Follow these → Steps ▶

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5. Add logic into a unique Medical branch

   • Follow these → Steps ▶

6. Apply logic to a unique Missing Person branch

   • Follow these → Steps ▶

7. Use logic to create a unique Non-Medical branch

   • Follow these → Steps ▶

→ on SwitchBase Web or SwitchBase Mobile

3. Try It → Add a Few Risky Issues

1. Create a Non-Medical, alcohol-related risk Record with the Issue Form → Hint ✋

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Security
   • Location → Location 1
   • Description → Drunk patron had to be escorted off of the property. Verbally abusive to staff.
   • Click Create

   

2. Create a Lost Child incident in the Issue Form

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Security
   • Location → Location 2
   • Description → 7-year-old girl with light blue Thunderhawk hoodie.
   • Click Create

3. Add a Medical Issue

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Medical
   • Location → Location 3
   • Description → A patron fell on the stairs, sustaining a minor scrape and a twisted ankle. The ankle was taped, and a bandage was applied to the scrape.
   • Click Create

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Attach the above 3 Risky situations to your Risk Reporting Form

Create 3 Records using your Risk Reporting Form in steps 1-3 below, remember that it's →

• Important: To save time by clicking the Related Link Field option and pulling in the Related information into the Risk Forms that you created above
• Don't enter the same information twice!

1. Add a Risk Reporting Record that reports the Non-Medical issue above (See #1)

   

2. Add a Risk Reporting Record for the Missing Person issue above (See #2)

3. Add a Risk Reporting Record for the Medical issue above (See #3)

→ on SwitchBase Web

4. Try It → Create and Share a Risk Report Dashboard and 3 Related Reports

• Start by reading → Dashboard Reports: Risk Report Example (3 min)

Create a Risk Reports Dashboard Steps ▶

1. Sort your finished Risk Report Dashboard/Report for each of the three types of Risks →

   • Medical
   • Non-Medical
   • Missing Person

2. Add a Records Table to display the following specifics →

   • Rick Option
   • Record Key
   • Was the person injured
   • Has the Risk team made contact?
   • Description

   

3. Generate three PDF Reports by sorting and creating the following →

   • Medical Risk Report
   • Non-Medical Risk Report
   • Missing Person Risk Report

   

5. Now that you've finished, contact Karl!

• Please email Karl at karl@switchbase.com so he can start the Certification review

• In advance of that:

  • Please Share all of your Resources with Karl (karl@switchbase.com)

  • Consult the Share Resources Index in the Help Center if needed

• Please elevate Karl to an Access Manager or Data Contributor for your various Resources

• And add Karl to any Group Channels and Chats that you set up

  • Thanks in advance!