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

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 ▶

  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

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

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

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

  7. Refine the AI entry if you like

  8. Click the Save buttons to avoid Unsaved Changes errors

  9. Select Active in the Risk Response Field

  10. Click Create

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

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

  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

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

  2. 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

  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✋

  4. Cool, right!?

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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Walk 6 → Link & Merge Records and Reports