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Performances & Rehearsals

A Performance record is the first-class entity for a single event — one show, one rehearsal, one tech run. It owns the notes, checklist submissions, substitutions, coverage checks, and incidents.

Performance Types​

  • Performance — live show. Full pre-show checklist, substitution checks, coverage validation, post-show notes.
  • Rehearsal — scheduled rehearsal session. Lighter checklist requirements.
  • Tech Rehearsal — technical run focused on equipment and cues.
  • Dress Rehearsal — full run treated similarly to live performance.
  • Spacing — blocking/choreography session.
  • Protagonist Rehearsal — targeted session for specific cast members, often during changeover.

Type drives default behavior but does not lock anything — PMs can add any checklist to any type.

The Performance Record​

Scheduling​

  • Show Instance, type, scheduled date/time, actual start/end
  • Status: Scheduled → In Progress → Completed → Cancelled

Cast Context​

  • Active Cast
  • Confirmed substitutions
  • Show-Critical coverage check result (Covered / Uncovered / Exception)

What Happened​

  • Post-show notes (rich text)
  • Option Group responses (structured queryable fields)
  • Technical issues (linkable to deficiency reports)
  • Follow-up items with assignees

Linked Records​

  • Pre-show checklist submissions
  • Incident reports
  • Consumables logged

Performance Option Groups​

Configurable, reusable field groups on post-show reports. Defined at org level, assigned to Shows.

Examples:

  • Cruise Line: Was the show rocky? Attendance estimate? Port or sea day?
  • Theater: House capacity? Late seating? Technical issues affected audience?
  • General: Overall rating (1-5), energy level, notable moments

Field types: Yes/No toggle, multiple choice, number, free text, scale (1-5). Responses are queryable across performances.

The Performance Log​

A chronological, searchable history of every event. Shows: total performances, substitution frequency by role, coverage issues, incidents, Option Group trends, checklist compliance rate.

Filterable by type, date range, cast, and Option Group field values.

Pre-Show Checklists​

Built on the existing Custom Forms system. Submissions are formally linked to a specific Performance record.

  • Quick-launch from Show Instance dashboard or Performance record
  • Templates inherited from master Show, overridable per Instance
  • Different Performance types can trigger different default checklists
  • Department-scoped (audio, wardrobe, etc.) — PM sees all

Venue Blocking Integration​

Each Performance record auto-creates a Venue Block. Rescheduling moves the block, cancelling clears it. The relationship is explicit: a block exists because a performance exists.