App layout overview

This article provides an overview of the BriqSafe app layout, explaining how to choose different views and settings in both the web and mobile apps. It is intended for all users who want to efficiently navigate the app’s home screen, dashboards, and key sections.

Note

Required role: All

Accessing Your My BriqSafe Home Screen

Your personalized home screen is the starting point for getting an overview of your work and sites.

1. Log in on the web.
   You land on My BriqSafe, your personal dashboard.

2. On the left column, find your job progress, Jump back in, Latest Reports, and upcoming visits.

3. Use the My BriqSafe link in the navigation to return to this home screen at any time.

Note: If onboarding is incomplete, you will be redirected to finish it. A skeleton placeholder may appear while your profile loads.

Using the Home Screen Views on Web

Viewing Your Sites on the Map

See all your accessible sites geographically and open a specific location’s details.

1. Open My BriqSafe in a desktop-width browser.
2. The locations map appears in the right column with markers for each site you can access.
3. Click a marker to open that location’s detail page.

Note: The map is available only on desktop and does not appear on tablet or mobile widths. Locations without geocoded addresses will not appear on the map.

Tracking Job Progress for Today and Tomorrow

Quickly check your job completion status for the current or next day.

1. Open My BriqSafe.
2. Look at the progress indicator at the top of the left column showing completed versus total jobs.
3. Use the toggle to switch between Today and Tomorrow.

Note: When no jobs are scheduled for the selected day, the card shows ‘No jobs scheduled for this day’.

Opening Recent Reports

Quickly open your most recently generated reports from the home screen.

1. Open My BriqSafe.
2. In the left column, locate the Latest Reports section.
3. Click a report to view its details.

Note: If you have no reports yet, the section shows ‘No reports yet’. If report loading fails, a retry option appears.

Viewing Upcoming Visits

See a short-term list of your scheduled visits without opening the full schedule.

1. Open My BriqSafe.
2. Review the Upcoming visits section, which lists visits for roughly the next two weeks.

Note: For the complete schedule, use the dedicated Visits area.

Choosing Views and Actions on the Mobile App

The mobile home screen presents key sections for on-the-go access.

1. Open the app or tap the Home tab to land on My BriqSafe.
2. Scroll through the fixed sections in this order: job progress, My Quick Actions, next visits, Jump back in, My Locations, and Latest Reports.
3. Pull down on the screen to refresh all sections.

Note: Section order cannot be changed. Sections only appear if content is available or an applicable empty state applies. The My Locations section is hidden if you have no sites in scope.

Using My Quick Actions

Quickly scan QR codes or create new visits from the mobile home.

1. In the My Quick Actions section, tap Scan QR to open the QR scanner.
2. If permitted, tap Create Job to start a new visit. This opens the unified create-visit flow instead of an add-job form.

Note: All users see Scan QR. Only users permitted to create visits see Create Job.

Resuming In-Progress Work

Continue an unfinished risk assessment from the home screen.

1. Scroll to Jump back in.
2. Tap an incomplete risk assessment to resume.
3. If none are in progress, use the Add Risk Assessment button to start a new one.

Note: Jump back in appears only for users with permission to create jobs; viewers do not see it. The Add Risk Assessment button is entitlement-gated and hidden offline.

Reviewing Sites and Reports on Mobile

See your sites and access recent reports quickly.

1. Scroll to My Locations to see site cards with status indicators. Tap a card to open that location.
2. In Latest Reports, tap a report to view or download it.

Note: My Locations is hidden if no sites are assigned. If a report file is not yet ready, tapping it shows ‘Report file is not available’.

Using the Compliance Dashboard

The compliance dashboard provides portfolio-wide analytics with three key tabs.

1. Open Dashboard from the main navigation.
2. You land on the Overview tab by default.
3. Use the pill tabs to switch between Overview, Job Summary, and Site Information.

Reading the Overview Tab

Get a high-level snapshot of your portfolio.

1. Review the four KPI cards: Total Clients, Total Sites, Completed RAs (year-to-date), and Days to Report.
2. Below are portfolio widgets including Subscription Portfolio, Risk Assessments, Job Performance & Results, Technical Recommendations, RA Status Pipeline, and Job Execution.

Note: The Overview tab has no filters and reflects your full accessible portfolio. On the Job Performance & Results widget, two donuts show job execution status and compliance outcomes side by side.

Using Job Summary and Site Information Tabs

Drill into job progress and site-level compliance details.

1. On Job Summary, use the client dropdown and the period preset filter to narrow the view (period options include last 30, 60, 90 days, this month, last month, this quarter, or this year).
2. Explore category cards under By Category and By Site. Click a category to drill down to activity type and then site.
3. At the per-site level, view the job table listing details like Asset, Due Date, Status, Result, Completed, and Assignee. Use the Performance/Results view toggle to switch metrics.
4. On Site Information, review the Implementation Funnel and widget cards for Assets Summary, Tech Recommendations, Risk Assessments, and Jobs and Activities. Use the client filter to narrow results.
5. Click chart segments in Site Information widgets to drill into filtered tables detailing the underlying data.

Note: The Job Summary tab is the only one with a period filter, while Site Information offers a client filter only. Filters do not persist between sessions. Dashboard figures reflect only data from your accessible sites.