Walk 2 → Explore & Filter
Course Overview
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CORE TRAINING → Walk Lessons 2-6
- Use either Thunderhawk Events, Assets, or Conventions → to master the basic skills. And be sure to stop by the 🏥 Aid Stations!
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ADMIN TRAINING → Run Lessons 7-12
- Use your Test Track sandbox → to create a venue, build Dashboards, Forms, Groups, add Users and Resources, and most importantly — experiment
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MASTER CLASS
- Follow-up training → Master Class for our Power Users is our monthly product highlights & update. Be sure to check it out for the latest and greatest!
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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 (See Lesson Race 13.1)
- Email Karl@switchbase.com with questions
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)
Explore the basic Navigation and Filtering tools in SwitchBase by opening and completing the checklist for either:
You'll even jump into Dark Mode. (Cue the eerie music.)
2e. Thunderhawk Events → Explore, Navigate & Filter
If you haven't already → Accept your Pending Invitation to Thunderhawk Events and your Test Track → Steps ▶
Use the Organization Switcher to switch back and forth between any of your Thunderhawk Simulations (Events/Assets/Convention) and your Test Track Organization
In Thunderhawk Events, Pin the following Dashboards:
- Slide them in the order seen in this image.
- Then, use Show Less to display just the four pinned Dashboards
Pin three Chat Channels and arrange them in this order:
- Pin Custodial Chat, Magic Moments, and Lost & Found
- And then click Show less
Open the Notifications Center
- Manage your Notifications → Steps ▶
- Close the Notifications Center
Jump to your Home page and view the options. Then, click open the Event Command Center Dashboard for Thunderhawk Events using one of the options marked below
Clear (x) ALL of the filters in the Event Command Center if needed
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
Clear (x) all the filters again
- 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?)
Examine the purpose of each unique Dashboards that you've pinned by clicking into each one
Return to the Event Command Center Dashboard for Thunderhawk Events → and (x) Clear all the filters one more time
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
Close the Record by clicking the X in the top-right corner
Collapse the Navigation panel → Steps ▶
- Expand the Navigation panel again using one of the Alternatives explained at the bottom of this section → Steps ▶
Open your User Menu, the go to Theme → and pick Dark mode
Switch to Org Mode → and then back to Light Mode
- Finally, set the Theme to your preferred mode
2a. Thunderhawk Assets → Explore, Navigate & Filter
If you haven't already → Accept your Pending Invitation to Thunderhawk Assets and your Test Track → Steps ▶
Use the Organization Switcher to switch back and forth between any of your Thunderhawk Simulations (Events/Assets/Convention) and your Test Track Organization
In Thunderhawk Assets, Pin the following Dashboards
- Slide them in the order seen in this image.
- Then, use Show Less to display just the four pinned Dashboards
Pin three Chat Channels and slide them into this order:
- Pin Maintenance Team Chat, Asset Team Chat, and Safety Crew Chat
- And then click Show less
Open the Notifications Center
- Manage your Notifications → Steps ▶
- Close the Notifications Center
Jump to your Home page and view the options. Then, click open the Assets & Work Orders Dashboard for Thunderhawk Assets using one of the options marked below
Click the Work Orders tab → then Clear (x) aLL of the filters if necessary
Filter the Work Orders tab in the following way: → Steps ▶
- Set the Date Range filter to display All Data
- 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
To find the status of Work Orders related to a specific Asset:
Filter the Assets tab in the following way → Steps ▶
- 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
Click into each Dashboard you've pinned to examine the purpose of each
Collapse the Navigation panel → Steps ▶
- Expand the Navigation panel again using one of the Alternatives explained at the bottom of this section → Steps ▶
Open your User Menu, the go to Theme → and pick Dark mode
Switch back to Org Mode → and then to Light Mode
- Finally, set the Theme to your preferred mode