Walk 2 → Explore & Filter

Course Overview

  • BEGINNER TRAINING → Walk Lessons 2-6

    • Use Thunderhawk Events → to master the basic skills
    • And be sure to stop by the 🏥 Aid Stations!

  • ADMIN TRAINING → Run Lessons 7-12

    • Use your Test Track sandbox → to create and modify Dashboards, Forms, Groups, Users Profiles, and other Resources
    • And most importantly — experiment

  • FOLLOW-UP

    • Join Master Class → our monthly product update training for the SwitchBase Admin Community

  • CERTIFICATION

    • Option A: Complete Lessons 1-12 and be an active Admin at your venue
    • Option B: Complete 85% of a 40-point hands-on challenge checklist (See Lesson Race 13.1)

Let's Get Started

Walk 2 jumps into SwitchBase — exploring, customizing, and getting you and your team comfortable with the platform

1. Read About → The SwitchBase Interface

  • Read Quickstart 2: Explore SwitchBase (4 min)

    • Learn about the basic Navigation, Filtering, Record creation, and Notification tools in SwitchBase

    • Discover Chat, Ask AI, and Knowledge Base

    • You'll even jump into Dark Mode (cue the eerie music)

2. Thunderhawk Events → Explore, Navigate & Filter

  1. If you haven't already → Accept your Pending Invitation to Thunderhawk Events and your Test Track → Steps ▶

  2. Use the Organization Switcher to switch back and forth between your Thunderhawk Simulations (Events & Test Track) and your Venue's Organization

  3. In Thunderhawk Events, Pin the following Dashboards:

    • Slide them in the order seen in this image.
    • Then, use Show Less to display just the pinned Dashboards

  4. Pin three Chat Channels and arrange them in this order:

    • Pin Custodial Chat, Guest Services Chat*, and Lost & Found
    • And then click Show less

  5. Open the Notifications Center

    • Manage your Notifications → Steps ▶
    • Close the Notifications Center

  6. Jump to your Home page view → then click open the Event Command Center Dashboard for Thunderhawk Events using one of the options marked below

  7. Clear (x) ALL of the filters in the Event Command Center if needed

  8. Set the Date Range filter to display Over 2 Years of Thunderhawk Event data → back to October 1, 2024

    • Click the Date Range cheveron and pick Custom start date . . .

    • Set the Calendar back to October 1, 2024 →

      • Select in this order → October, 2024, 1

  9. Filter over 2 years of Records in the following way →

    • In the Department filter, pick Custodial
    • In the Search Description filter, enter the word spill
    • For the Issue Status, pick Closed

  10. Clear (x) all the filters again

    • Search for this Closed event way, way back in the Event Controller → Jan 20, 2025, 6:00pm - Thunderskates vs. Atlanta

    • Filter to find out how many incidents were properly Closed that night! (How many are still open?)

  11. Examine the purpose of each unique Dashboards that you've pinned by clicking into each one

  12. Return to the Event Command Center Dashboard for Thunderhawk Events → and (x) Clear all the filters one more time

  13. Scroll down to the Records Table → and click any "Open" Record to launch the Edit Record panel. Update the Record → ex. Change the Status from Open to Dispatched

  14. Close the Record by clicking the X in the top-right corner

  15. Collapse the Navigation panel → Steps ▶

    • Expand the Navigation panel again using one of the Alternatives explained at the bottom of this section → Steps ▶

  16. Open your User Menu, the go to Theme → and pick Dark mode

  17. Switch to Org Mode → and then back to Light Mode

    • Finally, set the Theme to your preferred mode

3. Filter Assets & their Related Work Orders

To Filter and view Related Asset & Work Order Records:

  1. Jump to your Home page and click open the Assets & Work Orders Dashboard using one of the below options

  2. Click the Work Orders tab → then Clear (x) aLL of the filters if necessary

  3. Filter the Work Orders tab in the following way: → Steps ▶

    • In Filter Status choose In Progress
    • In Filter Type select Maintenance - Equipment
    • For the Filter Assigned To pick HVAC-Delta

    • Click on a filtered Work Order to display the Edit Record wiew
    • Scroll down and find the related Asset Record attached to the Work Order

Reverse the Process

  1. Open & Filter the Assets tab as follows → Steps ▶

    • Clear (x) aLL of the filters if necessary
    • In Search Assets field, enter the words Emergency Generator
    • Click on the Expand Edit Record wiew
    • Scroll down to find the related Work Order Record
    • Click the Expand option to reveal the full record

    • Review the full Work Order Record

    • Clear (x) all the filters again
Walk 2 → Explore & Filter