Run 12 → Add Logic to a Risk Report Form

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Executive review

• Read the latest in our Run 12 article →
  • About Branching Logic in Forms (3 min)
• If you need practice
  • Work through the 'Try it!' checklists in your Sandbox (Thunderhawk Arena)

Try it!

→ on Event Computers

adding logic to forms and dashboards

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A. Start by reading → About Branching Logic in Forms (3 min)

B. Then return here and complete this Hands-on Checklist

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Hands-on Checklist

1. Log into Guard IQ on your Event Computer → Hint ✋
2. Open your Thunderhawk Arena "sandbox" organization → Hint ✋

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3. Create a Risk Report Form with three branching Fields → Medical, Missing Person, and Non-Medical → Steps ▶

4. Add a Related Field to your Risk Report Form → Steps ▶

   • This will allow you to pull in Records from the Issue Form

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5. Add logic into a unique Medical branch → Steps ▶

6. Apply logic to a unique Missing Person branch → Steps ▶

7. Use logic to create a unique Non-Medical branch → Steps ▶

→ on Mobile Devices or Event Computers

Complete with an Event Compter → or

→ Complete on a Mobile Device. Your pick!

Hands-on Checklist

Add 3 new Risky Issues

1. Create a Non-Medical alcohol related risk Record with the Issue Form → Steps ▶

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Security
   • Location → Location 1
   • Description → Drunk patron had to be escorted off of the property. Verbally abusive to staff.
   • Click Create

   

2. Create a Lost Child incident in the Issue Form

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Security
   • Location → Location 2
   • Description → 7-year old girl with light blue Thunderhawk hoodie.
   • Click Create

3. Add a Medical Issue → Steps ▶

   • Pick your Event → ex. Magic vs. Stars
   • Issue Status → Created
   • Issue Type → Medical
   • Location → Location 3
   • Description → A patron fell on the stairs, sustaining a minor scrape and a twisted ankle. The ankle was taped, and a bandage was applied to the scrape.
   • Click Create

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Attach the above 3 Risky situations to your Risk Reporting Form

Create 3 Records using your Risk Reporting Form.

Important: To save time, click the Related Link field and pull in the Related information into the Risk Forms:

1. Add a Risk Reportingrecord that reports the Non-Medical issue above (See #1)

2. Add a Risk Reporting record that follows the Missing Person issue above (See #2)
3. Add a Risk Reporting that reports the Medical issue above (See #3)

Create and Share a Risk Report Dashboard on your Event Computer

Going back to Lesson 9's reading . . .

1. Create a Risk Reports Dashboard → Steps ▶

• Include:

  • Placeholder text → ex. Sorty by Risk Category
  • Form Data → _ex. Risk Reporting _
  • Select field → Select a Risk Option

• Also include a Records Table:

6. Apply logic to a unique Missing Person branch → Steps ▶

7. Use logic to create a unique Non-Medical branch → Steps ▶

▲ Back to Top

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About Branching Logic in Forms

Logic let's you branch out to different paths.

Branching can shorten and streamline your Forms — guaranteeing that only relevant fields are shown to team members. (They will appreciate it!)

In this use case, we'll build three branches into a single Risk Report Form — applying logic to Medical, Non-Medical, and Missing Person incidents. Picking any one of the three branches will send team members down a custom path.

Also, notice the Link Record field in the three Branches above. This allows you to pull Related Records from other Forms — as was the case in Lesson 6 Link Records & Risk Reports. Attaching Incident/Issue Records to Risk Records can avoid a duplication of effort.

Add Branch Logic to Forms

To add branching to a Form:

1. Click Form → Create Form

   

2. Pick Blank → followed by Confirm & Create

   

3. Enter a name in the Form Name field → ex. Risk Reporting

4. Click Add Field

   

Important: Add your 'Select' Branching Field

5. As the Field Type pick → Select

   

6. In the Field Name box enter → Select a Risk Option

7. Add 3 Options → Medical, Missing Person, & Non-Medical

8. Pick unique Colors for each → making them easier to identify later in a Dashboard

   

9. Click ✓ Save Changes every so often → so if you are interrupted, you won't need to start again

Important: Add a 'Related' Field

As you learned in Lesson 6 Link Records & Risk Reports, clicking Link Record will let you select and merge Related Fields from separate Forms.

To add a Link Record field:

1. Click Add Field

2. As the Field Type select → Related Field

   

3. In the Field Name box enter → Related Issue

4. As your Related Form pick → Issue

   

5. Before moving on and creating your branch logic, view how the Form is shaping up so far → and click ✓ Save Changes

   

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Branch 1: Medical

Add your questions regarding Medical risks one-by-one, then add Logic to tie them all together.

Logic is always triggered by prior selections. For example, if the branching logic is executed properly, when a team member selects Medical, they won't see any of the Missing Person or Non-Medical fields.

1. Pick Add Field

2. Pick the Select field type

3. Enter your Field Name → Was the person injured?

4. Enter your answer choice options → Yes & No→ colors optional

   

Important: Switch to the Logic Tab

1. Click the Logic tab

2. In the Add display logic drop-down, select the parent field → Risk a Risk Option

   

3. Select the branch option → Medical

   

4. Add an Injury Description Text field

5. Use the Logic tab to set the above Injury Description field to trigger when Yes is selected

   

6. Click ✓ Save Changes to preserve your work

Branch 2: Missing Person

Build the Missing Person series following the same steps used above in Branch 1: Medical. (You can position the Missing Person fields either above or below the Medical series fields.)

1. Add a Select field with the prompt → Has the Risk Team made contact?

   • Add Yes/No options
   • Trigger the Logic to branch to this new Select box by a Missing Person selection from the Risk Reporting field

2. Add another Select field with the prompt → What support was provided?

   • Add Yes/No options
   • Trigger the Logic to your new Text field from the Yes prompt in the Has the Risk Team made contact? field

3. Click ✓ Save Changes

   

Branch 3: Non-Medical

This is an easy one. Again, build the Non-Medical branch using the same steps outlined above in Branch 1: Medical. You can position the Non-Medical series either above or below the Medical or the Missing Person series.

1. Add a Text field with the prompt → Summarize the Non-Medical Issue

   • Trigger the Logic to branch to this new Select box by a Non-Medical selection from the Risk Reporting field

2. Click ✓ Save Changes

   

▲ Back to Top

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