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Walk 6 → Link & Merge Records and Reports

Introduction​

Don't enter an incident twice! Save time by linking risky related indidents.

Thunderhawk Risk Reports

  • Thunderhawk mandates post-event Risk Reports for legal, security, and post-incident evaluations. A Risk Dashboard must report out each risky incident in three filtered categories — Medical, Lost Person, and Security.

  • To populate the nightly Risk Report, Risk Records are created. Rather than re-enter dozens of incident details into these Risk Records, Thunderhawk simply links Related Issues

  • And, it's so easy to do!

Try it!​

→ in SwitchBase Web​

key reading for Staff members

Start by reading Quickstart article 7 → Link Related Records (4 min)

SwitchBase Web Checklist

Create a Medical Issue

  1. Open Thunderhawk Events and the Event Command Center Dashboard → Hint✋

  2. Click +Create and pick the Issue Form → Hint✋

  3. Add a Medical Issue → Hint✋

    • Pick your Event → ex. Magic vs. Stars
    • Issue → Courtside Accident
      • Hint: Use Quick Search to locate either the Accident-Courtside or Courtside Accident issue quickly → in just a few letters (Acc or Court) → Hint✋
    • Issue Status → Closed
    • Person Reporting → Ward
    • Department → Medical
    • Description → Patron was hit by a ball at courtside. Minor bruising. Examined for concussion. Returned to his seat saying he was fine.
    • Location → ex. Section 104
    • Person Dispatched → ex. Gamma
    • Click Create

Create a Risk Record & Link the above Issue

  1. Open your Risk Report Dashboard → Hint✋

  2. Click + Create and choose a Risk Report Form → Steps ▶

    Risk Form

  3. Pick:

    • Risk Type → Medical
    • Was the person injured → Yes
    • Injury Description → Skip → it's in the Issue record
    • What medical attention was provided? → Skip → it's in the Issue record
    • Click Link Record

    Pick

  4. Search for the Record you created above → ex. either Accident-Courtside or Courtside Accident

  5. Select this Issue Record → and pass it to your Risk Record

    Pick

  6. Click the AI button to summarize what happend → let AI work for you!

    AI1

  7. Refine the AI entry if you like

  8. Click Save when ready

    AI

  9. Click Create

  10. Open the Risk Report Dashboard and notice →

    • A. The Risk Report:Link Record field added to the Issue Form
    • B. The four fields updated from the linked Issue Record
    • C. The three fields are completed from the Risk Report Form

    combined

Download a PDF Report

  1. Open the Risk Report Dashboard → and download a PDF Risk report
  2. Open and inspect your PDF Risk Report
  3. Click on any of the records to open them

→ in Switchbase Mobile​

key reading for Staff members

A. Start by reading → Link & Merge Records in Mobile (1 min)​

SwitchBase Mobile Checklist

Create a Lost Persons Issue

  1. Click +Create and pick the Issue Form → Hint✋

  2. Add a Lost Adult Issue → Hint✋

    • Pick your Event → ex. Magic vs. Stars
    • Issue → Lost Adult
      • Hint: Use Quick Search to locate the Lost Adult option quickly → in a few letters (Los) → Hint✋
    • Issue Status → Closed
    • Person Reporting → Gamma
    • Department → Guest Services
    • Description → Elderly man wandered away from his caretaker at halftime near concessions. Blue team jacket and jeans. Grey hair, brown eyes, 5'11"
    • Location → ex. Concessions B
    • Person Dispatched → ex. Xeno
    • Click Create

    Issue first

  3. Open your Event Command Center Dashboard → Select your Event → and scroll down to view your new Lost Adult Record → Hint✋

    view

Create a Risk Record & Link the above Issue

  1. Click + Create and choose a Risk Report Form → Hint✋

  2. Pick:

    • Risk Type → Missing Person
    • Click Link Record →

    lINK

    • Search for and click on the Record you created above → Lost Adult

    pick

    • Has the Risk Team made contact → Yes
    • Risk Response → Concluded
    • Description of Risk Response → Guest Services chatted with guests. In a good place.$25 concession voucher
    • Click Create

    Risk

  3. Open your Risk Report Dashboard → Hint✋

    • Scroll through and notice the Risk Report:Link Record fields added to the Risk Form
BONUS POINTS!

  1. Jump into SwitchBase Web

  2. Open your Risk Record for your Lost Adult → Hint✋

  3. Click the AI button next to the Risk Summary field! → Hint✋

    AI

  4. Cool, right!?

    alt text

Switch back to Mobile
  1. Add a follow up Comment! Hint✋

→ in your Home Organization​

Look up the Risk Report in your Home Organization's events
  • Ask around to learn how Linked Records are used in your Home Org
  • Is your team using AI to summarize Records and Events?
  • Are they making use of the Comment feature in the Medadata section of the Forms?

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