Walk 2 → Explore & Filter

Course Overview

• STAFF TRAINING

  • Thunderhawk Events → Walk Lessons 2-6
    • A hands-on simulation to help master the core skills

• ADMIN TRAINING

  • Test Track → Run Lessons 7-12
    • A personal SandBox where you can create practice venues and experiment

• MASTER CLASS

  • Follow up training is provided via Master Class
    • A monthly product highlights update to the SwitchBase Community

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• Optional Certification
  • Option A: Complete Lessons 1-12 and be an active Admin or Access Manager at your venue
  • Option B: Complete 85% of a 40-point hands-on challenge explained in Lesson Race 13.1
    • Email Karl@switchbase.com to learn more about Certification options

Get Started

In Walk 2, you'll explore, personalize, and get comfortable with the SwitchBase interface.

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Try it!

→ in SwitchBase Web

Key Reading

Start by reading the Quickstart 2: Explore SwitchBase (4 min)

Web Activity Checklist

Explore, Navigate & Filter

This checklist will have you opening Thunderhawk Events and exploring the basic Navigation and Filtering tools. You'll even jump into Dark Mode. (Cue the eerie music.)

To start:

1. Be sure to accept your Pending Invitations to Thunderhawk Events and your Test Track. → Steps ▶

   

2. User the Organization Switcher to switch back and forth between Thunderhawk Events, your Test Track, and any Home Organization you've accepted

   

3. Pin the following Dashboards and place them in the order seen in this image. Then, use Show Less to display just four Dashboards → Steps ▶

   

4. Pin any three of your Chats in any way you like → Steps ▶

5. Jump to your Home page and view what's available. Then, click open the Event Command Center Dashboard for Thunderhawk Events using one of the options marked below → Steps ▶

   

6. Clear (x) ALL of the filters in the Event Command Center if needed → Steps ▶

7. Filter in the following way: → Steps ▶

   • Set the Date Range filter to display All Data
   • In the Search Description filter, enter the word spill
   • For the Issue Status, pick Closed

8. Clear (x) all the filters again → Steps ▶

   • Find 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?)

9. Examine the purpose of each unique Dashboards that you've pinned by clicking into and out of each

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

11. 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 Dispached → Steps ▶

    

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

13. Collapse the Navigation panel → Steps ▶

14. Expand the Navigation panel again using one of the Alternatives explained at the bottom of this section. (Simply scroll down to find them.) → Steps ▶

15. Go into Dark Mode → Steps ▶

    

16. Switch back to Light Mode → Steps ▶

    

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→ in SwitchBase Mobile

key reading

Start by reading two sections of our Mobile Quickstart article:

• About Your Dashboard panel (1 min)
• View & Filter Dashboards (1 min)

Mobile Activity Checklist

Navigate & Filter

1. Sign In to the SwitchBase Mobile App → Steps ▶

   • Note: If you haven't already, accept your "Pending Invitations" to Thunderhawk Events, your Test Track, and your Home Organization

   

2. Practice switching back and forth between your Test Track, Thunderhawk Events, and your Home Organization

3. Switch back to Thunderhawk Events in SwitchBase Mobile to continue this checklist

4. Memorize — and try — the navigation buttons in the corners of your Mobile app Home Page → Steps ▶

• Try these options:
  • A. Menu waffle → accept or switch your Home Organization
  • B. View Notifications → alarm bell for Chat, Record & Inbox Notifications
  • C. Settings → set Notification Preferences, Reset Cache, etc.
  • D. Manage Notifications → enable or pause Notifications
  • E. Pinned Dashboards → ex. Event Command Center
  • F. Unpinned Dashboards → ex. Asset Management
  • G. Home → return to the Dashboard Switching screen seen above
  • H. Chat → tap to view Group Chats and DMs
  • I. Inbox → open messages if that has been set up for your organization
  • J. + Create Records → open your Forms to create Records

5. Open the Event Command Center Dashboard

6. Clear (x) ALL of the filters if needed → Steps ▶

7. Filter this way:

   • In the Search Description filter → enter spill
   • In the Issue Status → pick Closed

8. Click x in each box to clear all the filters →

   • While viewing the Issue Status chart, filter to discover →
     • How many events are still Open at Thunderhawk Events?
     • How many issues are still in the Dispatched stage?
     • How many issues have been Closed?

9. Continue to scroll down and scan through some of the Records in the Records Table

▲ Top

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