Monitor assessment completeness

Use this article to monitor an assessment's progress and change an automatically calculated Satisfactory or Unsatisfactory result for an area, asset, or system when your professional judgement differs.

Note

Required role: Inspector

Before You Get Started

• Under an enforcing control regime, complete and save every required parameter before you can manually set the status.
• An area, asset, or system is assessed automatically after its required fields are filled.

Monitor assessment completeness

The risk assessment header shows how many of its eight stages are marked as done.

1. Open the risk assessment.
2. Check the header ring and percentage. The percentage represents the share of the eight stages marked done.
3. Open a stage from Things to do or Things to Review.
4. Complete the stage and select Mark as done.

Things to do contains Location, Systems, Areas, and Assets. Things to Review contains Logbook & Activities, Control Schema, and Technical Recommendations.

The Risk Conclusion button remains disabled until those seven stages are marked done. The ring reaches 100% only after you finish the conclusion with Finish assessment.

Understand the percentage

• The percentage changes only when a stage's done status changes. Adding more data inside a stage does not change it.
• The percentage can decrease if you select Mark as undone or change the assessment scope.
• A scope change can reset the affected stages and review stages, which must then be marked done again.

Change an automatic assessment result

Set a manual result when you disagree with the automatically calculated assessment.

1. Open the area, asset, or system.
2. Open its Assessment or Status section.
3. When all required fields are complete, select Satisfactory or Unsatisfactory.
4. Select Confirm assessment when all required parameters are filled. Otherwise, select Save changes or Save.

After saving, the banner reads The generated assessment has been manually overridden. BriqSafe keeps the automatically calculated value for the audit trail.

Asset location of the assessment control

On the web, an asset opened from a risk assessment's Assets list or while reviewing a visit has an Assessment section. An asset opened from the floor plan or a structure's Assets list does not have this section, so saving there does not set or clear the manual result.

In the mobile app, the asset sheet opened from a structure's tree or the floor plan includes the Satisfactory and Unsatisfactory toggle.

Return to the automatic result

1. Open the object's Assessment or Status section.
2. Deselect the manual status.
3. Save the change.

The message reads Status will be automatically recalculated on save. After saving, the object returns to the automatic evaluation.

Understand the result and banner

• Automatically calculated means the displayed result came from the system's evaluation.
• Manually set means an inspector selected the result.
• The manual override banner means the generated assessment was replaced by a manually selected result. The original calculated value is still kept for the audit trail.
• An automatic Satisfactory result means that no risk rule reported a violation. It can also mean that no rule in force applies to those parameters. It does not mean the object was checked and passed.
• An object that nobody has assessed shows To Review, regardless of its readings.
• An area can show Unsatisfactory while the roll-up beneath it is non-compliant, unless someone manually set the area's status.

Troubleshoot status changes

• If you have not saved yet, you see an unsaved-changes hint instead of the manual override banner.
• If the status control is disabled, complete and save the required fields first. Under an enforcing control regime, the area must be saved complete before manual override is enabled.
• Read-only users cannot change the status.
• A saved automatically calculated status cannot be cleared as an override. A status set manually can be cleared by deselecting it and saving.

Video walkthrough

1. 1Monitoring Assessment Completeness