Task overview

This article explains how to find your locations and visits after logging in, open the work planned for a visit, and start completing jobs on mobile or the web.

Before You Get Started

Complete onboarding before using the home content. If onboarding is incomplete, the web app redirects you into onboarding.

Open your home screen

On the web

1. Log in on the web. You land on My BriqSafe.
2. To return to the home screen, select My BriqSafe in the main navigation.

On a desktop, the left column shows your daily job progress ring, Jump back in, and Latest Reports. The right column shows a map of your locations and My upcoming visits. On narrower screens, this section moves below the left column.

On mobile

1. Open the app or tap My BriqSafe.
2. Scroll through the sections in their fixed order: the day's visit progress, any location or notification banner, My Quick Actions, your next visits, Jump back in, My Locations, and Latest Reports.
3. Pull down to refresh the sections.

On a tablet, Jump back in and Latest Reports appear side by side above My Locations. The section order cannot be rearranged.

Find a location or upcoming visit

1. On mobile, find the My Next Visits slider. For Manager and higher roles, the section is named Next Visits.
2. Use the Today or Tomorrow switch, then swipe through the visit cards.
3. Review the location, time slot, distance, and completed jobs shown on the card.

Distance appears after you grant location access. Without location access, the address is shown instead. The slider does not show days later than tomorrow.

Tap a visit card to open its job list. Tap the address row to open the location in your map app, or tap an activity tile to filter the job list to that activity.

If no visits are scheduled, the section shows No visits scheduled. When all visits for the day are closed, it shows All jobs complete. The section is hidden while it loads or after a failed load; pull down to refresh.

Open a visit from the Visits tab

1. Open the app and tap the Visits tab.
2. In My Visits, change the day by swiping left or right, or tap the calendar icon and select a date.
3. Tap a visit.
4. Open a work section for an area.
5. Tap the card for an asset, room, floor, system, or building to open that item's jobs.

Each job appears in its own expandable panel. The first job still to do is already expanded. Risk-assessment jobs, timed-flush jobs, and location-level jobs appear as single rows and open separately.

On a tablet, My Visits is shown in three columns headed Today, Tomorrow, and the following weekday.

Complete a job

Note

Completing jobs requires the Engineer role or higher. A Viewer can open a job form but cannot submit it.

1. Open a job. It opens on the Actions tab.
2. Use the Info tab to view the floor plan, location details, object, due time, coverage window, and notes.
3. Complete the form on the Actions tab.
4. Select Complete Job.

The form is selected by the job's activity type. There is no activity-type picker on the job screen. If the form is incorrect, the activity type was set when the job was scheduled or when the job was added by hand.

A completed job can be returned while the visit is open by using Undo, and later Reopen Job.

Refresh or resolve missing content

• If My Locations is not shown on mobile, no location is currently in scope.
• If Jump back in is not shown, your role may not allow you to create jobs. It also waits for your locations to finish loading.
• If Jump back in or Latest Reports shows an empty card, pull down to refresh. The card can also indicate that loading failed.
• If the web home screen shows Failed to load permissions, select Retry.
• Visits already shown while you had a connection are cached automatically for offline use. If a visit was created elsewhere after you went offline, pull the visit list to refresh while you still have a connection.