Use the plan health check to confirm that a Location’s sampling and scheduling plan is still valid before an inspection or a round of sampling visits.
Review plan health findings
Open Locations → the Location → Rotation plan. The Plan health card shows open findings from the latest check, with the most severe findings first.
- Each finding has a High, Medium or Low severity, a headline and why it matters.
- The badge beside the page heading shows the number of open findings in the colour of the worst severity.
- Each row shows the Check that raised the finding, what it Applies to, the Point where relevant, Why where relevant, First detected and any remedy.
- Expand the collapsed Acknowledged findings link to view acknowledged findings. They are marked Acknowledged and are excluded from the list, count and badge.
No plan issues found means that nothing is open or acknowledged. An empty card does not confirm that the plan is valid: before the first check finishes, the card says This location has not been checked yet.
Understand the four checks
The name of the check that raised a finding appears in its Check row.
| Check | What it checks | Examples of findings |
|---|---|---|
| Rotation pool | Whether the points a rule draws from still exist, are linked and qualify. | The pool is empty; a point committed to the running cycle was deleted; or a point stopped qualifying. |
| Coverage feasibility | Whether the sample size can still cover the pool within the coverage period. | The configured window cannot be completed; the last cycle left points uncovered; the period will restart at the next scheduling event; or the pool still owes coverage and has no Visit booked for the current cycle. |
| New rotation points | Whether points joined a pool after the plan was fixed. | A point was added to the rotation pool after the plan was fixed. |
| Schedule consistency | Whether rule settings, planned job windows and week-grid anchors still match their compliance rules. | An invalid sampling setting; jobs outside the Location’s week grid; an anchor left by an unused activity; an activity still on the Control Schema of a deleted compliance rule; or a first Visit whose day has passed with no work recorded. |
The Schedule consistency check covers every compliance rule. A Location can therefore have findings even when it has no rotation plan. For a first Visit whose day has passed with no work recorded, the finding has no separate explanation of its own. Its note says whether a technician already tried to sign it off and whether to cancel or re-plan it.
Read the Why row
The Why row appears only when the finding concerns a point that the running cycle had committed to. It distinguishes a deleted point from a point that still exists but is no longer pickable.
A point may still exist but no longer be pickable because it:
- moved to another Location;
- is no longer marked as a sampling point;
- is no longer linked to the system that the rule rotates over;
- is no longer in a room from which the rule draws;
- no longer has the activity that brought it into scope;
- has a network position outside the rotating selection; or
- is eligible but absent from the pool.
Run a check on demand
NoteRequired role: Manager or above
Run a manual check when you have corrected a sampling point, rotation rule or schedule and need confirmation before the overnight run.
- Open Locations → the Location → Rotation plan.
- Select Check now in the Plan health header.
The status changes to Checking…, and the card refreshes with the new findings in seconds. A manual check does not count towards the overnight run’s once-per-Location-per-day limit.
Fixing a problem does not clear its finding immediately. The finding is resolved at the next check, either the nightly run or a Manager’s Check now. Running Check now without fixing the problem clears nothing. Leaving the Rotation plan tab does not stop a check; its results appear the next time you open the tab.
Know when automatic checks run
The automatic check runs overnight at about 02:00 in the Location’s time zone. It checks:
- every Location with a rotating pool each night;
- every Location whose plan changed since its last run; and
- every Location at least once a week.
The status line in the Plan health header shows the last finish time, or This location has not been checked yet. Managers and above see this line under Check now. The card shows the result of that run, not a live reading.
A Location without a time zone is checked on UTC rather than skipped. Automatic checks are limited to one per Location per day, so a correction made during the day is normally confirmed the following night. Viewers cannot run a check manually; the Check now button is only shown to Managers and above. BriqSafe support can run a check for one or all Locations.
Get notifications for high-severity findings
When a High-severity finding is raised and remains open, every Owner, Admin and Manager who has access to that Location is notified in-app and by email, unless they have disabled the notification. Medium and Low findings do not escalate.
The notification names the Location and the number of high-severity findings that need attention. The email lists each finding, where available, what it means, how long it has been open or that it is new, its first detected date and a link to the Location’s Rotation plan tab.
The message is sent on an organisation working day in the Location’s time zone, during the hour when the organisation’s working day starts. With Email delivery set to Immediately, the full email is sent then. With the default Daily summary, it waits for the daily summary and shows only the one-line count. You can also set Reports & compliance to Immediately under Advanced email settings.
Plan health escalation shares a preference switch with compliance status change notifications in Account Settings → My Settings → Notifications. Turning off that switch also mutes these escalations. Each finding is announced once, and one message covers one Location and lists up to five of the longest-waiting findings.