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Tally Categories

Tally Categories

Purpose and when to use this record

Group recurring agency tally definitions into stable operational and 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 storespermission for the action you are taking on 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 tally categories

as
Brisk Tally Categories list screen displayed with fictional documentation-demo data.
The partTally ofCategories list screen in the lawBrisk enforcementdocumentation module.demo.
This

Use generatedthe referenceTally 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 Tally Category whose Name match the task. If it is awaitingmissing, workflowclear review.the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.

Create a recordTally Category

Brisk Tally Categories create screen displayed with fictional documentation-demo data.
The Tally Categories create screen in the Brisk documentation demo.

TheCreate evidencea packetTally identifiesCategory only when the viewexisting 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 locationdocument or approved setup decision.

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

After saving: Open Tally Definitions and confirm the Tally Category appears with the intended label and availability. Keep the old value for thishistorical action.records Confirmwhen user-facingchanging stepsit beforewould approvingsplit or relabel prior reporting.

Delete a Tally Category

Delete this page.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.

View

Before confirming, check for related Tally Definitions. Brisk may refuse deletion when another record details

depends

Theon evidencethis packetone; identifiesresolve the viewduplicate andor sourceuse locationthe forsupported thiscorrection action.workflow Confirminstead user-facingof stepsbreaking beforethe approving this page.trail.

Find

On andthe reviewconfirmation records

page,
Brisk Tally Categories list screen displayed with fictional documentation-demo data.
Theverify Name. After confirmation, return to the Tally Categories list screenand inmake sure only the Briskintended documentationTally demo.
Category was removed.

Review Tally Category details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Tally Category currently means. Verify Name, and sourceSort locationOrder before relying on it for thisa action.decision.

Confirm

Compare user-facingthe stepsTally Category with its source document or approved setup request before approvingdeciding thisthat page.it needs correction.

Next check: Open Tally Definitions and confirm the 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 recordTally Category

TheEdit evidencethis packetTally identifiesCategory when the viewunderlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and sourcecreate locationa 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 Tally Category now appears under the expected Name.

After the change: Open Tally Definitions and confirm the 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 action.Tally ConfirmCategory, user-facingincluding steps0 beforelinked-record approvingselections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

FieldRequiredWhat it controls
NameYesSets the name of the category.
Sort OrderNoSets the order that this category appears on daily logs and reports.

What happens next

Open Tally Definitions and confirm the 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.

DeleteCommon amistakes and troubleshooting

  • The record

    Thewill evidencenot packetsave: identifiesRecheck Name and any message beside the viewfield. andA required related record may also be inactive or unavailable to your role.

  • The values look right but the result is wrong: Compare this Tally Category with the source locationdocument foror thisapproved action.setup Confirmdecision, user-facingthen stepscheck beforethe approvingdownstream thisscreen page.where it is used.

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