This article explains how to assign a replacement worker when you are temporarily unavailable. It is intended for managers or team members responsible for handling visit assignments in BriqSafe.
NoteRequired role: Manager
Reassign a Scheduled Visit to a Replacement Worker
Use this procedure to move a scheduled visit to a different worker when the originally assigned person cannot carry it out.
- On the web Visits page, select the visit you want to reassign.
- Open the visit's actions menu and choose Reassign.
- In the Reassign Visit dialog, use the assignees field to pick one or more replacement workers.
- Confirm the reassignment by clicking Reassign.
Note that the visit and all its still-pending jobs will move to the new worker(s) immediately after reassignment.
Important:
- At least one replacement worker must be selected.
- The chosen worker(s) must have access to the visit's Location. The system enforces this and will reject invalid assignments.
- Only visits with status Scheduled or In Progress can be reassigned. Completed or cancelled visits cannot.
- Only pending jobs are reassigned. Jobs that are completed or already in progress remain assigned to the original worker.
Update a User’s Role or Access when Assigning Replacement
If the replacement worker requires different permissions or access to carry out the work, you may need to adjust their roles or access:
- Go to Users & Teams and select the user to open the Update User panel.
- Adjust their Role, Site Permissions, or Activity Category Permissions as needed.
- Save the changes by clicking Update.
Changes take effect immediately.
Role assignment notes:
- Only an Owner can grant or remove the Owner role.
- The Admin role can be assigned only by an Admin or above.
- Other roles can be managed by anyone with user-management access.
- Your organisation must always have at least one Owner; the last Owner role cannot be altered.
- Changes to activity-category access update user permissions but do not reassign any jobs already scheduled to the user.