> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to View an Issue or Record

> A brief introduction explaining the purpose of this guide.

### **Overview**

*A brief introduction explaining the purpose of this guide.*

* **Purpose:** To locate and review previously raised issues or records
* **Who It’s For:** Any user with ready only access and above

<Note>
  Prerequisites: Existing issues raised on the project
</Note>

***

## **Step-by-Step Instructions**

### **✅ Step 1: Accessing the Finder**

1. From the main menu, tap the menu icon (≡) in the top left corner.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/ciFPUEQwGvGOZOqT6Xsj_O5rpAg_gOEVYA.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=a10f850b340a7f04d23f040ea155e7c2" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/ciFPUEQwGvGOZOqT6Xsj_O5rpAg_gOEVYA.png" />
2. Select the relevant Subcategory Finder for the type of item you're trying to locate.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/Ghoh-x_CQokj53Tvyp7qwPrDDUh8pgQg_Q.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=596eea3614f3761b98fa0eb06882bf89" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/Ghoh-x_CQokj53Tvyp7qwPrDDUh8pgQg_Q.png" />

### **✅ Step 2: Searching for a Specific Issue or Record**

1. Tap the magnifier icon in the top right corner to open the search panel.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/vmK1oqqXH_OQjDZHJjCQ39y97LGlwqVqvw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=84e796fe66d71cf55d3e90b445406880" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/vmK1oqqXH_OQjDZHJjCQ39y97LGlwqVqvw.png" />

2. Apply search filters such as location, status, or assigned user to narrow results.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/DBCZIYVj8GThVMPQEncO2BJEFVbqQ24MaA.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=408e1a873b1b0dab413408b627aed1f8" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/DBCZIYVj8GThVMPQEncO2BJEFVbqQ24MaA.png" />

3. Select the magnifying glass to apply the search. Results matching your criteria will appear in the list.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/whnbgSIUmyzT2_zTOLniSeWUePpgveDtAQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=71f95b658d1d00720e382138ca771938" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/whnbgSIUmyzT2_zTOLniSeWUePpgveDtAQ.png" />

## **Step-by-Step Instructions - Using the Plan Viewer**

### **✅ Step 1: Accessing the Plan Viewer**

1. From the main menu, select Plan Viewer.
2. Navigate to the relevant drawing or floor using the drilldown navigation.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/1vqn__WXK-2zzH7Y-GWOxyW_CIz8-7Y3pQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=11c4017ec4f35d93f761506fe6f4cec1" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/1vqn__WXK-2zzH7Y-GWOxyW_CIz8-7Y3pQ.png" />

### **✅ Step 2: Viewing a Record on the Drawing**

1. Locate the blue pins on the drawing; these indicate placed issues or records.

2. Tap on a pin to view full details of the record or issue placed at that location.

3. You can view descriptions, photos, status, and other associated metadata.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/koDPiGRnnbnFQMgJ0krDdfGfd-fP0EZ6Hw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=6f87a8f2c7c91849f1b4b74a0d831296" alt="How to View an Issue or Record" width="1240" height="1024" data-path="images/kb/103000360436/koDPiGRnnbnFQMgJ0krDdfGfd-fP0EZ6Hw.png" />

### **✅ Step 3: Saving Filters as a Bookmark (optional)**

1. After applying filters, you can save this selection for future access.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/JXN4bII2_leS-mYSEwHlaCgvXXWonHudzg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=ab815a558bf949af96def6feb677a559" alt="How to View an Issue or Record" width="1024" height="768" data-path="images/kb/103000360436/JXN4bII2_leS-mYSEwHlaCgvXXWonHudzg.png" />

2. Tap “Bookmark” to name and store your filter configuration.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/7iBO37l59ufuO-Jfyp9XjdqRsXUhe-idZQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=4b6fec8c8d96390ef70420bee53dd9cc" alt="How to View an Issue or Record" width="1024" height="768" data-path="images/kb/103000360436/7iBO37l59ufuO-Jfyp9XjdqRsXUhe-idZQ.png" />

3. Click the "+" to add a new bookmark.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/UqAuMIZe8hll7G2K3c3kFtKyX_S7Ei56cg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=42dc60850e11b5b06ca0326e71a1bfa4" alt="How to View an Issue or Record" width="1024" height="768" data-path="images/kb/103000360436/UqAuMIZe8hll7G2K3c3kFtKyX_S7Ei56cg.png" />

4. Add a title for the bookmark and select "Save".<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360436/Lqd2jt1pY79xsgLpBuKKFJkxjbmjtbZLMw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=a9147e32f112e3df6aae0ddbb3377ed5" alt="How to View an Issue or Record" width="1024" height="768" data-path="images/kb/103000360436/Lqd2jt1pY79xsgLpBuKKFJkxjbmjtbZLMw.png" />

5. This will now show in the bookmarks section and will apply the set filters for quick access to this information again.

***

## Best Practices & Tips

* Use Finder for a structured, searchable view when managing a large volume of items.

* Use the Plan Viewer for a spatial overview of where issues are located.

* Always apply filters for faster access to relevant records.

* Bookmark frequently used searches for efficiency.

***

## FAQs & Troubleshooting

**Q: Can I search for issues based on specific fields like assignee or status?**

**A**: Yes. Use the magnifier icon in the Finder to apply various filters.

**Q: How do I know where a record is located on the plan?**

**A**: Use the Plan Viewer to navigate to the drawing and tap the pin to view location-based records.

**Q: What's the benefit of using bookmarks in the Finder?**

**A**: Bookmarks save your filter selections so you can quickly repeat searches without reapplying filters.
