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Walk 6 → Link Records & Risk Reports

Introduction​

Don't enter an incident twice! For example, save time by linking risky related indidents to your Risk Reports.

Use case: Thunderhawk Risk Reports

  • Thunderhawk mandates post-event Risk Reports for legal, security, and post-incident evaluation purposes. The Risk Dashboard must display each risky incident in three categories — Medical, Lost Person, and Security.

    • To populate the nightly report, Risk Records must be created

    • Rather than re-enter dozens of incidents into Risk Records, Thunderhawk simply links their related Issues

    • And, it's so easy to do

You can link records on both Mobile devices and your Event Computers. If you can, try these techniques on both platforms.

Executive review

Try it!​

→ on Event Computers​

Linking Risk Records to Issue Records — Event Computer

A. Start by reading → About Linking Records, Dashboards & Reports (4 min)​

B. Then attempt this Hands-on Checklist​

Hands-on Checklist

Create a Medical Issue

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

  2. Click +Create and pick the Issue Form → Steps ▶

  3. Add a Medical Issue → Steps ▶

    • Pick your Event → ex. Magic vs. Stars
    • Issue → Courtside Accident
      • Hint: Use Quick Search to locate the Courtside Accident quickly → in one letter (Acc) → 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

  1. 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

  1. Search for the Record you created above → ex. Accident-Courtside
  2. Click this Issue Record → to pass it to your Risk Record

Pick

  1. Click Create

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

combined

Download a PDF Report

  1. Download your PDF Risk report
  2. Open and inspect your PDF Risk Report

→ on Mobile Devices​

Linking Risk Records to Issue Records — Mobile App

A. Start by reading → Lesson 8: Event Computer Techniques (4 min) (This is a repeat of the Event Computer version of this skill.)​

B. Then try this Hands-on Checklist​

Hands-on Checklist

Create a Lost Persons Issue

  1. Click +Create and pick the Issue Form → Steps ▶

  2. Add a Lost Adult Issue → Steps ▶

    • 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 fro 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

  1. Open your Event Command Center Dashboard → and view your new Lost Adult Record → Hint✋

Create a Risk Record & Link the above Issue

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

  2. Pick:

    • Risk Type → Missing Person
    • Click Link Record →
      • Search for and click on the Record you created above → ex. 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

    Risk

  3. Open your Risk Report Dashboard → Hint✋

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

→ in your Home Organization​

Look up the Risk Report in your Home Organization's events
  • If your Home Organization has a Risk Report, give it a look!
  • Ask around to learn how Linked Records are used in your Home Org

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Event Computer Techniques​

About Linking Records, Dashboards & Reports​

Clicking Link Record will merge data from separate Records.

In this example, we'll attach Issue Records to a nightly, customized Risk Report.

At one go, the merged Issue data will flood into the targeted Risk Form → Risk Dashboard → and Risk Report.

Follow along as we:

  1. Click Link Record in a Form

    l

  2. Click to Attach the Record you wish to link

    Link Z1

  3. Watch the data from the attached Issue flood in → and fills in the targeted Form and Dashboard (Risk Report in our example)

    Link Z2

For more details . . .
  • Read our Use Case about a missing child. (It's riveting stuff!)
  • Continue on to The Details for a more complete step-by-step
  • Learn to create, rename, and edit your own linked records in our expanded Link Records Guide

Use case​

Linking a Found Child to a Risk Report​

A child drops their adorably cute unicorn water bottle at a game. With her parents glancing away, for barely a second, the child wanders into a crowd in search of their precious keepsake.

  • Every parent's nightmare — every venue's top concern

    kid lost

    • Immediately, a Lost Child incident pops into Guard IQ

      • Alerts are sent and the arena's cameras and crews start searching with urgency
      • A push notification is also sent to staff in the Guard IQ Mobile app

    • The anxious moments are tracked in an Issue Form and related Dashboards

      Top

link it to the risk team
  • At Thunderhawk Events:
    • Every Lost Persons Issue is linked over to the Risk Team
    • The Risk Team will follow up and tracks the Issue to its conclusion
    • Finally, a complete record is always linked into their nightly Risk Report

The Details​

  1. A Lost Child issue has been create in an Issue Form

    Issue 4

    → Notice the Risk Report:Link Record field added to the Issue Form

    Relationship

  2. Open another Form → ex. such as a Risk Report Form

    Create Risk Report

  3. Complete the Form

  4. Click Link Record → ex. named here as "Attach the Issue Record"

pick n fill

  1. Select the Lost Child Issue → which will pull the data into the Risk Form

    • You can even attach multiple records

    Link Z1

  2. Watch the data from the attached Issue flood in → and fill in the Risk Report Dashboard!

    Flood

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If you have the proper permissions in your Role description, you can add and rename Link Record fields to any Form.

  1. Click + Add Field in the Form builder

  2. Select Related Field from the drop-down

Select

  1. Name the Field something discriptive ex. Add an Issue here!

  2. Select a dataset to pull from, ex. Issue Records

    Add Related Field

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End of Reading