Create a case from an asset or area

This article explains how to create a case from an Asset, System, or Area in BriqSafe to report and track non-conformities. It is intended for engineers responsible for identifying and managing issues that require remediation.

Note

Required role: Engineer

Create a Case from an Asset

Use this method to raise a case directly linked to an asset when you find an issue needing remediation.

1. Open the asset's detail view in the Asset Management section.
2. Click the Create case action to start the case creation flow.
3. Fill in the required fields and save to create the case linked to that asset.
4. If a case is already open on the asset, an indicator will be shown on the asset detail.

Note: Currently, only the Create case action is available on the asset; a full case-history view is not provided in this detail.

Create a Case Manually from a Location

This method captures a non-conformity you discover during your work, even if it is not linked directly from an asset's page.

1. Go to Locations and select the desired location.
2. Open the Cases tab.
3. Click New Case.
4. In the side panel, enter a Title (required) and select the Severity (either Regular or Critical; defaults to Regular).
5. Optionally add a Description.
6. Select a related Asset, if applicable.
7. Optionally add connected Parameters, Suggested Activities, and Attachments.
8. Click Save to create the case with status Open.

Note: The New Case button only appears for users with permission to create cases. New cases start unassigned and open until work begins or they are assigned.

Add Follow-up Activities to a Case

Attach the corrective work needed to resolve a case after deciding on the required actions.

1. Open the case details.
2. In the Tasks section, click Add task.
3. In the dialog, select one or more activity types with their frequency.
4. Optionally, check Apply to linked open cases to copy these activities to related cases.
5. Optionally, schedule the work as a visit by setting a due date and assignee (only if you have scheduling and assigning rights).
6. Confirm to link the activities; adding the first linked follow-up activity moves the case from Open to Active.

Important: These activities are scheduled control-schema tasks, not in-case checklist items. Users without scheduling rights can still link activities but cannot assign or schedule visits. Closed cases do not accept new follow-up activities.

Attach Photos and Documents to a Case

Add supporting visual or documentary evidence to the case during investigation or before closing.

1. Open the case.
2. In the Attachments section, click Upload.
3. Select the photo (JPEG, PNG, WebP) or document (PDF) files you want to attach (each must be 10 MB or smaller).
4. Uploaded files appear in the attachments list and can be downloaded or removed.

Note: Only users with case-update rights can upload attachments. Unsupported file types or files larger than 10 MB will be rejected.

Link Related Cases

Group cases with a shared root cause to track and manage them together.

1. Open a case.
2. Go to the Linked Cases section and click Link Case.
3. Select related cases at the same location to link.
4. Linked cases will appear on both case details and can be unlinked from the same section.

Note

Only Owners, Admins, and Managers can link or unlink cases.

When adding follow-up activities, you can choose to apply them to all linked open cases in one step.

Summary of Roles and Permissions for Case Actions

Action	Allowed Roles
Create, edit, add follow-up, attach files, link assets/systems, delete cases	Engineer
Close, reopen, assign, link related cases	Manager, Admin, Owner
View only	Viewer

Note: Having editing rights alone does not allow closing or assigning cases. Also, the Cases feature requires a paid entitlement at the organization level to be visible.