Tally Definitions

Tally Definitions

Purpose and when to use this record

Define a recurring countable agency activity used in logs and performance reporting.

At a glance

• Identify it by: Name.

• Check its business context: Category.

• 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 tally definitions. 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.

Have valid Category records ready first. Those selections determine where this Tally Definition belongs and which later screens can find it.

Create a Tally Definition

Create a Tally Definition 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: Category.

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

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

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

After saving: Open Tallies and confirm the Tally Definition 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 Tally Definition

Delete this Tally Definition 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.

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

Before confirming, check for related Tallies. 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 Tally Definitions list and make sure only the intended Tally Definition was removed.

Review Tally Definition details

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

Follow Category to determine whether the issue is on this Tally Definition or on one of those linked records.

Next check: Open Tallies and confirm the Tally Definition 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 Tally Definition

Edit this Tally Definition 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 Category 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 Tally Definition now appears under the expected Active.

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

Find and review tally definitions

Use the Tally Definitions list to find the correct record before opening or changing it. Compare Name. Records with similar names or numbers can still belong to different Category.

Open the Tally Definition whose Name 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 5 user-relevant fields for this Tally Definition, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Category	Yes	The category associated with this tally definition.
Name	Yes	Sets the name of this tally.
Sort Order	No	Sets the order that this tally appears within its category.
Currency	No	If enabled, this field will report a dollar amount on reports.
Active	No	If this field is unchecked, this definition will no longer appear in reports.

What happens next

Open Tallies and confirm the Tally Definition 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 Category, and Name 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 Category from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.