Walk 6 → Link and Merge Records and Reports

Introduction

Don't enter incident details twice! Save time by linking related Records.

Create Thunderhawk Risk Reports

• Thunderhawk generates post-event Risk Reports for legal, security, and incident review

• The Risk Dashboard breaks out incidents into three categories: Medical, Lost Persons, and Security

• To populate the nightly report, Risk Records link directly to Related Issues — no need to re-enter incident details by hand.

→ in SwitchBase Web

1. Read About → Linking Records

• Quickstart 6 → Link Related Records (4 min)

2. Try It → Create a Medical Issue

1. Open Thunderhawk Events and the Event Command Center Dashboard

2. Click the + Orange Create Record button → then pick the Issue Form

3. Add a Medical Issue

   • 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)
   • 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

4. Open the Risk Report Dashboard

5. Click + Create and choose a Risk Report Form

   

6. 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

   

7. Search for the Record you created above → ex. either Accident, Patron or Courtside

8. Select this Record to pass it to your Risk Record Form

   

9. Click the AI Sparkle buttons to help summarize what happend → let AI work for you!

   

10. Refine the AI entry if you like

11. Click the Save buttons to avoid Unsaved Changes errors

12. Select Active in the Risk Response Field

    

13. Click Create

14. Open the Risk Report Dashboard → and notice that the Fields are updated from the linked Issue Record!

    

→ in SwitchBase Mobile

3. Read About → Linking & Merging Records in Mobile

• Link & Merge Records in Mobile (1 min)

4. Read About → Create a Lost Persons Issue

1. Click +Create and pick the Issue Form

2. Add a Lost Adult Issue

   • 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)
   • 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

   

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

   

Create a Risk Record & Link the above Issue**

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

5. Pick:

   • Risk Type → Missing Person
   • Click Link Record →

   

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

   

   • 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

   

6. Open your Risk Report Dashboard

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