11. Mobile App

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About our Mobile App

Access your Dashboards, Records, Forms, Inbox, Settings, Notifications, Knowledge Base, Chats, Inbox, and Ask AI resources by tapping these icons:

Mobile Features — Index

FeatureWhat it does
A. Menu waffleAccept or switch your Home Organization
B. Ask AIGet help and training, create Records from a description or a Chat/SMS thread, build Dashboards, and analyze your data and Events
C. SettingsSet Notification Preferences and Notification Types, Reset Cache, etc.
D. Knowledge Baseenable or pause Notifications
E. Pinned Dashboardsex. Event Command Center
F. Unpinned Dashboardsex. Magic Moments Final Report
G. + Create Records buttonOpen your Forms to create Records
H. HomeReturn to the Dashboard Switching screen seen above
I. ChatTap to view Group Chats and DMs
J. InboxOpen messages if that has been set up for your organization
K. View NotificationsAlarm bell for Chat, Record & Inbox Notifications

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Accept & Enter Organizations

To join your Organization:

  1. Tap Accept next to any Pending Invitation

  2. Press Refresh

  3. Tap any Name > to open → ex. Thunderhawk Test Track

Ignore Invitations

If you don't wish to join an Organization → ex. Thunderhawk Arena:

  1. Tap Ignore

  2. If you change your mind, tap Undo

Switch Organizations

If you have multiple Organizations:

  1. Tap the Menu waffle

  2. Choose an Organization from your list

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Notifications & Settings

SwitchBase can notify you when:

  • Chats arrive
  • Records are Created & Updated
  • Inbox messages come in

Notifications first appear at the top of your Mobile App.

Albeit, they can start arriving rapidly and intensely — and can be a bit overwhelming.

When they do, tap the Alarm Bell and sort through your Notifications at your own pace!

Tap the Alarm Bell

To control the flow of Notifications:

  1. Tap the Alarm Bell.

  1. Filter All, Unread, Chat, Record or Inbox for a more focused review

  1. Tap any Notification → ex. Open Unread Custodial Chat to see the message from Xeno

Manage Notifications

Control the flow of your notifications in SwitchBase settings:

  1. Tap Manage notifications here → or tap your Settings icon

Customize your Notifications

SwitchBase lets you drill down and precisely customize notifications in four ever-more granular ways:

  1. All Notifications → Enable or disable all notifications
  2. Notification Type → Specify notifications for Chat, Record Creation, and/or Record Updates
  3. Form-Specific Notifications → Limit Record notifications to specific Forms
  4. Field-Level Notifications → Select specific Fields within Forms for notifications

1. All Notifications

To quickly turn notifications on or off:

  1. Select Manage notifications here → or tap the Settings icon

  2. Turn all notifications on or off by flipping the switch between Enabled ↔ Paused

2. Notification Type

To turn Chat, Record Creation, or Record Update notifications on or off:

  1. In your Settings, flip the switches on or off → to the 3 options

3. Form-Specific Notifications

To select specific Record Creation or Record Update Forms for notifications:

  1. Pick the Form Drop-down icon → and select a Form

  2. Add more Forms if you like

4. Field-Level Notifications

  1. Tap Select Notifications

  2. Pick the specific Fields you would like to have pinged → and select Close

  3. Add additional Forms and Field filters → by tapping Select a form

  4. Delete any notification filters that you find annoying

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View & Filter Dashboards

  1. In this sample Dashboard you can see the following Widgets:

    • A. Event Controller → pick any Event to review

    • B. Status Chart → ex. Dispatched, On Scene, Closed

    • C. Issue Type Chart → ex. Department Assigned

  2. Scroll down (and up) to view the Records in the Records Table

Select and Clear Filters

  1. Tap any of your available filters. For example:

    • D. Issue Status filter → ex. Closed
    • E. Description filter → ex. spill
    • F. Records Table → scroll to view the filtered Records

  2. Select Clear Filters or a filter's X to remove filters → ex. Text, Select, and the Event Controller's selection filter

Pin your Dashboards

To Pin a Dashboard:

  1. Long press a target Dashboard → and tap Pin Dashboard

  2. Unpin by long-pressing the target Dashboard → and tap Unpin Dashboard

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Create Records in Mobile

  1. Tap the + Create Record icon

  2. Select the Issue Form → notice that Shortcuts appear on a separate screen

  3. Pick Create Blank → or tap a Shortcut

  4. Complete the Form → and tap Create

  • A. Issue → ex. Wet Spill
  • B. Issue Status → ex. Open
  • C. Department → ex. Custodial
  • D. Location → ex. Section 207

Quickly Search for Issues

  • You may have hundreds of Locations and long lists of Issues

  • To select quickly, simply enter a few letters or numbers:

    • w l for "Water Leak"
    • Wc for "Wheelchair"
    • Fa for "Slip and Fall"

  • Everything matching the letters and numbers will pop up in the blink of an eye. Just pick from the list!

use shortcuts

About Shortcuts

  • Shortcuts are customized, pre-populated sub-forms:
    • Create as many Shortcuts as you like from a parent Form in SwitchBase Web
      • pre-select default Values
      • hide unnecessary Fields
    • Open Shortcuts from your list → _ex. Basketball, Hockey, Wet Spill, Missing Child, and Unlock-Lock Doors
    • Learn more in our Shortcut Forms article

Update Records

  1. Open any Record from the Records Table to make changes

  2. Change the Status → ex. Create, Dispatched, On Scene, Closed

  3. Reassign a Record by tapping on it → ex. tap Maintenance → and tap Close

  4. Update a text field by adding → ex. "Small wash basin leaking"

  5. Tap Save to update the text field

  6. Add Attachments → ex. either take a picture (by tapping the camera icon) or upload an image or post a file

  7. Tap the Delete icon → and remove your attachment

  8. Swipe to return to your Dashboard → < Back on Android

Add Comments to Records

While optional, the Comments feature is always available on every Form. Each Comment becomes part of the Record Metadata section.

To add a Comment to a Record:

  1. Scroll to the bottom of any Record → and enter your Comment

  2. Tap the Comment button → to save your insights

About Metadata

  • Metadata is recorded automatically and includes →
    • Created At → ex. May 1, 12:06 PM
    • Activity Log → visible in SwitchBase Web
    • Comments → as explained above

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Link & Merge Records

Tapping Link Record will merge data from two or more Records.

Linking and Merging happens in 2 phases:

In this example, we'll attach an Issue Record to a nightly Risk Report Record. The merged data will flood into the targeted Form and its Dashboard/Report.

A. Create the Record(s) to be Merged

To create a Lost Persons Issue to merge in step B:

  1. Tap +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
    • Tap Create

B. Merge/Link Records to a New Record

Follow along as we:

  1. Tap the Link Record field in a different Form → ex. Risk Report Form

  2. Attach the Record you wish to link and merge

  3. See the data from the attached Issue fill in the targeted Form (and its related Dashboard)

Tips & Tricks

Unlink Merged Records

If you accidentally link a record by mistake, it's easily corrected:

  1. Remove a Linked Record → by tapping the Link Icon!

  2. If asked → confirm by tapping Unlink

View a Full Merged Record

If you need to review the full context of a Linked Record:

  1. Tap the expand Arrow icon

  2. You'll be taken to the full Record

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Add Events in Mobile

  1. Tap the + Create Record icon

  2. Select Event

  3. Pick a Shortcut if it's helpful → ex. Basketball

Shortcuts

  • Shortcuts speed up the creation of recurring events
  • Such as → Basketball, Concert, Hockey, or Other events
  • Visit the Make Shortcuts guide to learn more

  1. Fill in your Event Form

    • A. Event Type → ex. Basketball
    • B. Event Date/Time → set by tapping the Calendar icon
    • C. Event Name → ex. Orlando vs. Stars
    • D. Event Summary → See AI Generated Post Event Summaries
    • E. Command Center Manager's name → ex. Ward
    • F. Link Records feature → See Link & Merge Records
    • G. Tap Create

  2. To enter many events at one time → tap Add Another

Update Events in Mobile

Tapping the Event Controller's Expand icon lets you update an Event on the fly!

  • Say you want to change a city name Orlando in favor of a team name like Magic
  • Or, you need to adjust the date and time of an event. (Hey, mistakes happen . . . )

  1. Tap your Event Controller's Expand icon

  2. Change the Date/Time by tapping the Calendar icon

  3. Make changes to an Event Name → ex. Stars to All-Stars

  4. Save the changes!

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Chat in the Mobile App

To use SwitchBase Chat on your Mobile App:

  1. Look for the Orange notifications

  2. Tap the Chat icon → located at the bottom of the screen

  3. Tap the Channel you wish to open

  4. Read your messages `

  5. Respond → and tap Send

  6. Lather → rinse → repeat

Pause Chat Notifications

Copy a Message

To copy a message:

  1. Long press on your target message → and tap the Copy icon

  2. Paste wherever!

Edit a Message

To Edit a chat:

  1. Long press on your target chat → and click the Edit icon

  2. Make your correction → and tap Save

Delete a Message

To delete one of your messages:

  1. Long press on your target message → and tap the Delete icon

  2. Verify by tapping Delete

Pin your Chats

To Pin a selection of Chat Channels:

  1. Long press a target Dashboard → and tap Pin Chat

  2. Unpin by Long pressing the target Dashboard → and tap Unpin Chat

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About the Inbox

Tap the Inbox button to open your Active SMS message inbox,

Activate-Deactivate SMS

To turn your SMS service on and off:

  1. Open your Inbox

  2. Switch to Active → to start receiving messages

  1. Toggle to Inactive → and temporarily turn off SMS

Toolbar Filters

Take a quick look at the Toolbar buttons.

  • A. Active threads → display active messages awaiting a response
  • B. Starred threads → star threads to be remembered
  • C. Closed threads → show your Closed or hidden threads
  • D. All threads → show all new, starred, and hidden threads

Read the Full SMS Article

  • Head to the full SMS article and see how to:
    • Use Inbox & Thread Filters → organize, filter, and rename conversations in your Inbox to reduce noise
    • Apply Thread Archival Actions → star, retire, or mark threads as unread
    • Rename threads → to add a name or a descriptive title
    • Mark as Unread → to archive for possible later action
    • Close/ Reopen threads → to close threads to clear your list
    • Star threads → to mark key threads with a Star to spot and filter easily
    • Send Quick Replies → ex. open the Replies Library by tapping the Chevron, and pick from the list
    • Edit the Inactive Message that is sent whenever the Inbox has been Paused or Deactivated → ex. a text message arrives after hours

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Troubleshoot Your App Version

Verify your current version inside SwitchBase with these steps:

  1. Tap the Home icon at the bottom of your screen

  2. Tap the Menu waffle at the top of your screen

  3. Scroll to the bottom of your Organization list

  4. Locate the Version Number under the Account Settings button → ex. 6.3.11

Look for Occasional New Releases

  • Major updates are released occasionally that may require a manual reload of the SwitchBase Mobile app
  • On these occasions, you will receive a notification confirming that SwitchBase has been updated
  • Simply download again from the Apple Store or the Google Play site

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11. Mobile App