Race 13.1 → Certification

About Certification

Welcome to the Race → aka. our SwitchBase Certification Challenge!

There are two ways to hit the mark:

  1. If you are a current Admin or Access Manager in your Home Organization:
    • Simply email karl@switchbase.com and indicate that you would like to Certify!
      • The Training Team will visit your Organization (with your permission) and run through a 40-point checklist
      • Subsequently, we'll forward a few ideas of what can be done to improve your SwitchBase Organization's efficiency
      • Certification complete!

Contacting Karl - the Details!

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

  • In advance of that:

  • 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!
  1. If you are not an Admin (or a new SwitchBase team member), continue to the Certification Challenge below!
    • To certify you'll need to score above 85% against our Certification checklist
    • We'll make suggestions along the way to help you hit the 85% marker, and voila, job done!
      • Let Karl know when you have completed the checklist or if you have questions at karl@switchbase.com

Certification Challenge

You are about to 'Race against the clock' to build out a complete Venue and then run one of its Events!

  • Want in on a secret? You've completed most of this in Run Lessons 7-12. Shush. Don't tell anyone

You have 4 hours to:

  • Identify a Venue of your own that you would like to build out inside of your reimagined Test Track Sandbox
  • Add 3 new Events
  • Run 1 mock Event
  • Staff your venue with the necessary Groups and Users = (Add at least 1 new Group and a few new Users!)

Hints:

  • Use the SwitchBase Help Center all you wish. If you can't remember something, use Ask AI for help
  • You can also use Claude, ChatGPT, Google Gemini etc., to help identify your venue's elements: its locations, the titles used by the venue and event organizers, and the kinds of Events it's likely to host, etc.
  • If you get stuck, ask someone for a hint or two

Build in the following elements:

Forms →

Hint ✋ Add Logic Guide

Hint ✋ Bulk Add Lists Guide

  • Provide at least 6 new Forms. For example:

    • Event
    • Issue
    • Patrol
    • Work Order
    • Magic Moments
    • Found & Found (Separate or combined)
    • Announcement

  • For any Forms with ‘Locations,’ ‘Issues,' and 'Lost items' drop-down lists → a fully fleshed out Selection list should be available

  • Build Logic into your Form(s)

  • Create at least one Shortcut inside one of your Forms

  • EXTRA CREDIT: Provide an AI-generated Event Summary field in at least 1 Form (Suggested: Event Form) → Hint ✋Summarize an Event with AI

Dashboards →

Hint ✋ Design & Share Dashboards

Hint ✋ Configure 9 Dashboard Widgets

  • Create at least 5 Dashboards using at least 9 different Widget types, while building the following Dashboard/Reports:

    • Event Command Center →

      • Include an Event Controller
      • Include Event Markers
      • Include Progress Tracker
      • Include several types of Chart

    • Venue Information/Announcement Dashboard →

      • Outlining the rules for guest entrance into the venue

    • Lost and Found →

      • Can be broken into two separate Dashboards if desired

    • Event Summary/Reporting Dashboard →

      • With the ability to filter by:
        • Department
        • Person
        • Completion
        • Status
      • EXTRA CREDIT: Provide AI generated Event Summary widget Hint ✋

    • Idea: What about creating a Risk-syle reporting Dashboard of your own design?

Events →

  • Enter at least 3 new Events →

    • 1 Current (or Active) Event
    • 2 Future Events

  • One Event should have at least 3 Event Markers (ex. Doors Open, etc.)

  • Go through and run 1 Event as if it were live →

    • Create 3-5 mock Records minimum
    • Click through Event Markers and Close the Event in the end
    • Update Records (Dispatched, Closed, etc.)
    • Create a filtered, summary Report at the end of your Event (See below)

Linked Records, Comments & AI Summary →

Hint ✋Linked Records Quickstart

Hint ✋Summarize an Event with AI Quickstart

  • Link at least 2 Records together with Related Fields
  • Add Comments to at least 3 Records
  • EXTRA CREDIT: Generate at least 1 AI Event Summary regarding your Event

Chat →

Reports →

Hint ✋Dashboard Reports Guide

  • Your Event should produce 3 different filtered Reports

    • At least one Report should be independent of an Event (ex. Work Order, Security Patrol, etc.)
    • Include at least one summary 'risk-type' Report using a Form supporting logic

  • Email the PDFs to karl@switchbase.com

Extra Credit

If you have Landing Pages set up with the SwitchBase team→

  • Use your Public Link and launch a Form from it
  • Create a special Dashboard to capture and display the Public Link Records

When finished . . .

Get Graded

  • Email karl@switchbase.com
  • Say "Grade this please!"
    • Include the name of your organization. Either:
      • Test Track or your Home Organization
  • Await your results!
  • Good luck!

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Race 13.1 → Certification