Case Tally Categories

Case Tally Categories

Purpose and when to use this record

Group case-specific tally definitions into understandable reporting sections.

At a glance

• Identify it by: Name.

• Why care: Use the agency’s approved terminology and access policy. Preserve dates, responsible personnel, case links, and audit history because these records may support official reporting or custody review.

Before you begin

You need the Brisk permission for the action you are taking on case tally categories. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Find and review case tally categories

Use the Case Tally Categories list to find the correct record before opening or changing it. Compare Name. Compare the full identifier rather than relying on a similar name.

Open the Case Tally Category whose Name match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Create a Case Tally Category

Create a Case Tally Category only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

1. Select the business context first.

2. Enter the required identifying and operational values: Name.

3. Review Sort Order against the source document or approved setup decision.

4. Save the Case Tally Category, then confirm Name on its detail page before continuing.

After saving: Open Case Tally Definitions and confirm the Case Tally Category appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a Case Tally Category

Delete this Case Tally Category only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Case Tally Definitions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name. After confirmation, return to the Case Tally Categories list and make sure only the intended Case Tally Category was removed.

Review Case Tally Category details

Use the detail page as the shared record of what this Case Tally Category currently means. Verify Name, and Sort Order before relying on it for a decision.

Compare the Case Tally Category with its source document or approved setup request before deciding that it needs correction.

Next check: Open Case Tally Definitions and confirm the Case Tally Category appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Case Tally Category

Edit this Case Tally Category when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

1. Open the detail page. Compare Name with the supporting document or approved request.

2. Recheck the identifying information shown on the screen. These values are most likely to change case history, custody, dispatch, official reporting, or audit review.

3. Save the change, return to the list, and confirm that the Case Tally Category now appears under the expected Name.

After the change: Open Case Tally Definitions and confirm the Case Tally Category appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Fields and business rules

Brisk stores 2 user-relevant fields for this Case Tally Category, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Open Case Tally Definitions and confirm the Case Tally Category appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

• The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The values look right but the result is wrong: Compare this Case Tally Category with the source document or approved setup decision, then check the downstream screen where it is used.