Task overview

This article explains how to view and select locations, then start performing tasks once you are logged into BriqSafe. It is intended for all users who need to access their sites and begin on-site work using the web or mobile app.

Note

Required role: All

Signing in and Accessing Your Workspace

To start performing tasks, you first need to sign in to BriqSafe to reach your organisation's workspace.

1. On the sign-in screen, enter your email and password, or use your social provider.
2. On the web, you are taken directly to your workspace after signing in.
3. On mobile, a browser window opens for sign-in and then returns you to the app with an active session.
4. If you belong to multiple organisations, choose the one you want to work in from the organisation selector shown after signing in.

Note: On mobile, dismissing the sign-in browser before it finishes silently returns you to the initial screen. Wrong credentials prompt a retry error, while locked accounts show a lockout message.

Viewing Your Locations and Tasks on the Web

The web-based home screen, My BriqSafe, provides an overview of your sites and tasks once you sign in.

1. Log in on the web to land on the My BriqSafe home screen.
2. On a desktop-width browser, the right column displays a map showing your locations with individual markers.
3. Click a marker to open the location’s detail page.
4. Use the left column to view job progress, Jump back in, Latest Reports, and upcoming visits.

Note: The map is desktop-only and does not appear on tablets or mobile devices. Locations without geocoded addresses won't show on the map.

Using the Mobile Home Screen to Select Locations and Continue Tasks

The mobile app’s My BriqSafe home screen helps you quickly find locations and resume tasks.

1. Open the mobile app or tap the Home tab to reach My BriqSafe.
2. Scroll through the sections in order: jobs progress, My Quick Actions, next visits, Jump back in, My Locations, and Latest Reports.
3. In My Locations, review site cards showing locations in your scope along with their status.
4. Tap a location card to open that location’s detail and access associated jobs and visits.
5. Use Jump back in to resume any in-progress risk assessments or visits if available.
6. Pull down anywhere on the screen to refresh all sections.

Note: My Locations is hidden if you have no assigned sites. The order of sections is fixed and cannot be rearranged.

Opening and Managing Visits and Jobs

After selecting a location or visit, you can access its jobs and start tasks.

Opening a Visit and Its Jobs on Mobile

1. Go to the Visits tab in the app.
2. Find your visits grouped by day. Use the Today / Tomorrow toggle to filter.
3. Tap a visit to open its list of jobs, grouped by floor and area for easy navigation.
4. Tap any job to open its execution form and begin work.
5. Open the visit while online to cache the job data locally for offline work.

Note: If you open a visit only after losing connectivity, some job data may be missing.

Accessing Jobs Through Location or Asset

1. Open the Locations tab and select the desired location.
2. Drill down into a Structure or an Asset within the location.
3. Access the jobs linked to that structure or asset.
4. Tap a job to open its execution form, the same as from the visit list.

Note: Job execution runs only in the mobile app. On the web consultant app, some features like Area's Jobs tab are placeholders.

Filtering and Searching Jobs

1. Within a job list, tap the filter icon.
2. Filter jobs by activity type or by status such as Open, Completed, Overdue, or Skipped.
3. Apply filters or tap Clear all to reset.
4. Use the search icon to find a specific job by text.

Resuming In-Progress Work

You can continue paused or incomplete tasks directly from the home screen.

1. On the mobile home screen, scroll to Jump back in.
2. Tap an incomplete risk assessment or visit to resume it.
3. If no in-progress work exists, use the provided buttons to start a new risk assessment (if permitted by your organisation).

Note: Jump back in appears only for users with permission to create jobs and does not show for viewers.

Starting Tasks from Quick Actions on Mobile

Quickly begin certain tasks from the home screen.

1. On the mobile home screen, locate the My Quick Actions section.
2. Tap Scan QR to open the QR scanner for fast asset or device identification.

Note: Scan QR is visible to all users; other quick actions appear only for users with certain permissions.

Organising Locations and Building Data

From the location detail panel, you can manage everything about each site.

1. After opening a location, use the fixed set of tabs—such as Overview, Structures, Visits, and Jobs—to review and administer site details.
2. Within structures, manage floors, systems, control schema, and related assets.

Note: Structures must be created for a location before areas and assets can be added.

Summary

To begin working on tasks in BriqSafe, first sign in and select your organisation. Use the web or mobile home screen to view your locations and assigned visits. Open visits to cache job data, then access and execute jobs from visits or directly through locations, structures, or assets. Use the available filters and quick actions to streamline your work. The interface adapts depending on your device and role, presenting relevant options to keep your work efficient.