Check your role, the active organization, and whether the required TandemOS product is enabled. If the action is event-specific, confirm you opened the correct event.
Platform · All Users
Find anything with Global Search
Search the organization’s operating data from anywhere in TandemOS.
01
Before you start
- Confirm you are working in the correct TandemOS organization.
- Open the correct event, venue, space, person, or record before making changes.
- Confirm your TandemOS role has access to the module used in this workflow.
02
Complete workflow
- 1
Press Command-K on Mac or Control-K on Windows, or select Search in the sidebar.
- 2
Type at least two characters.
- 3
Optionally filter to Events, Contacts, Tasks, Incidents, Documents, Tickets, Parking, Employees or Work Orders.
- 4
Select a result to open the correct TandemOS record.
- 5
Search only returns data within the active organization that your account can access.
03
Verify the result
- Refresh the dashboard and confirm the new status or record appears where expected.
- Open the event activity/history when available and confirm the action is recorded.
- If the workflow affects another department, confirm the connected destination updated before considering the task complete.
04
Troubleshooting
Refresh the connected destination and confirm the source record is in the correct status. TandemOS only carries forward records that are ready/published/approved for that workflow.
See the connected system
This workflow does not live in isolation.
TandemOS carries the same event, people, permissions and operating history through the rest of the venue lifecycle.