Officers

Officers

Purpose and when to use this record

Maintain officer identity, agency assignment, status, and details used throughout cases, dispatch, transport, and time records.

At a glance

• Identify it by: Badge/Unit Number, Title, User, and Admin.

• Check its business context: User, and Agency.

• 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.

• Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on officers. 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.

Create an Officer

Create an Officer only after confirming that the source document or operational event has not already been entered.

1. Select the business context first: User, and Agency.

2. Enter the required identifying and operational values: Badge/Unit Number.

3. Review Admin, and Active deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Officer, then confirm Badge/Unit Number, Title, User, Admin, Active, and Agency on its detail page before continuing.

After saving: Verify Active, User, and Agency on the detail page, then continue the law enforcement workflow only when those values agree with the source document and actual work performed.

Delete an Officer

Delete this Officer only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Cases, Dispatch Entries, Evidence Chain Entries, Evidence Items, and Logs, plus the remaining screen fields. 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 Badge/Unit Number, Title, User, and Admin. After confirmation, return to the Officers list and make sure only the intended Officer was removed.

Review Officer details

Use the detail page as the shared record of what this Officer currently means. Verify Active before relying on it for a decision.

Follow User, and Agency to determine whether the issue is on this Officer or on one of those linked records.

Next check: Verify Active, User, and Agency on the detail page, then continue the law enforcement workflow only when those values agree with the source document and actual work performed.

Edit an existing Officer

Edit this Officer to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

1. Open the detail page. Compare User, and Agency with the supporting document or approved request.

2. Recheck Active. 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 Officer now appears under the expected Active.

After the change: Verify Active, User, and Agency on the detail page, then continue the law enforcement workflow only when those values agree with the source document and actual work performed.

Find and review officers

Use the Officers list to find the correct record before opening or changing it. Compare Badge/Unit Number, Title, User, and Admin. Records with similar names or numbers can still belong to different User, and Agency.

Open the Officer whose Badge/Unit Number, Title, User, and Admin match the task. If it is missing, clear the list filters and recheck Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 6 user-relevant fields for this Officer, including 2 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

Verify Active, User, and Agency on the detail page, then continue the law enforcement workflow only when those values agree with the source document and actual work performed.

Common mistakes and troubleshooting

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

• The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open User, and Agency from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.