Assign tasks and teams

Use this guide to assign planned visits, cases, and follow-up work to yourself, a colleague, or multiple workers.

Assign planned work when scheduling a visit

Choose the workers who should receive the visit and its jobs while you schedule it.

1. Open Scheduler and select Plan visit.
2. Drag an activity or template from the Planning sidebar onto the required day. You can also select a recommendation card after turning on To plan.
3. In New Visit, set the location, date, and any required times.
4. Under Assignees, select the worker or workers for the visit.
5. Select Schedule.

Only active organisation members with access to the location can be selected. There is no competency filter.

Change the workers assigned to a visit

Note

Required role: Manager or above

Reassign a scheduled or in-progress visit when different workers need to carry out the remaining work.

1. Open Visits and select the visit.
2. Select Reassign in the detail sidebar.
3. In Reassign Visit, remove the workers who should no longer receive the work and add the replacements under Assignees.
4. Select Reassign.

The visit and its pending jobs move to the new workers. Jobs that are already completed or in progress keep their original worker. At least one worker must remain assigned, and every selected worker must have access to the visit's location.

Reassign directly from the planner

Note

Required role: Manager or above

1. In Scheduler, select the visit card.
2. Change Assignees.
3. Select Save.

There is no separate reassign button inside the planner. Editing the visit card's Assignees and selecting Save reassigns the visit.

Assign a case to a team member

Note

Required role: Owner, Admin, or Manager

Assign a case when one named person should be responsible for investigating and resolving it.

1. Open the case.
2. Open the actions menu and select Assign. Select Reassign if the case already has an owner.
3. Select a team member in the dialog and confirm.

The case detail shows the selected person under Assigned To instead of Unassigned. The list contains users with access to the case's location. Auto-created cases arrive unassigned; BriqSafe does not assign them automatically by role.

Add follow-up work to a case

Link the activities needed to resolve a case and, when required, schedule them as jobs.

1. Open the case and select the Details tab.
2. Under Tasks, select Add task.
3. Under Activities, select one or more activity types. Each activity has a frequency.
4. If the case has linked open cases, select Apply to linked open cases when the same work should be added to them.
5. If you can schedule jobs, leave Schedule follow-up visit selected to create or extend a visit. Choose Visit mode and then select either Create a new visit or Add to an existing visit.
6. For Create a new visit, set the Due date and select an Assignee. For Add to an existing visit, select an Upcoming visit.
7. Select Create and schedule. If scheduling is switched off, select Create follow-up.

Users who cannot schedule jobs do not see Schedule follow-up visit, but they can still link the activities. Follow-up activities are control-schema activities that schedule into jobs; they are not checklist items inside the case. Linking follow-up work moves a case in Open or To Review to In Progress. Closed cases do not accept new follow-up work.

Assign several cases in one action

Note

Required role for assigning cases: Manager, Admin, or Owner

1. Open the Cases list and select the required rows.
2. In the selection bar, select Bulk change.
3. Turn on Assign and select the required assignee.
4. Apply the change and review the results dialog.

The results dialog reports how many cases were updated, skipped, and failed. A batch containing an assignment or close action is refused as a whole if it cannot be processed; no partial change is made. Cases that cannot accept the change, such as closed cases, are skipped and reported.