> ## 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 add a new process?

> RDrive is a location-based system. You will have to first visit a drawing to add a new process record at the Plan Viewer.

RDrive is a location-based system. You will have to first visit a drawing to add a new process record at the **Plan Viewer**.

At the Plan Viewer, select a **Drawing**,

You may select the **[](#h_fb5c892b46)[subcategory first then select a Location](#h_fb5c892b46)** or [vice versa](#h_8a01d3b5c5).

If you have been adding that profile, there is a [quick way](#h_ab260136b1) to continue adding.

***

## ✚ Click the + button at the bottom right corner.

To start,\
1\. Press the "+" button at the bottom right corner on the Plan viewer\
2\. Under the Item section, select a subcategory from the categories list.

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/8nAwCtMCCY3HENeex_RQTwhFCZ9GLXGvlQ.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=57256536f1cee867fa3707b260450b19" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/8nAwCtMCCY3HENeex_RQTwhFCZ9GLXGvlQ.jpeg" />

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/ABklpqG9CKSLcEDY0nQ58uUk-NMg08AyPQ.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=a042cfcf4548416aab1051e3628d87ea" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/ABklpqG9CKSLcEDY0nQ58uUk-NMg08AyPQ.jpeg" />

then pick a location to create the item with

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/riBjX-oFsTBBz0GlNDKZdpXZEIMc2N82qA.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=71f7c1a3a702b22f6f8926a1627ea3c3" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/riBjX-oFsTBBz0GlNDKZdpXZEIMc2N82qA.jpeg" />

Choose Profile from the subcategory, enter External reference info if need.\
**SAVE** to confirm create.

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/ZBN3sSBgA7Sk-vPjSpBpLyJibgwvC4MroQ.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=2e1eb5a1dfbe502cc8ff1ac35f4605cb" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/ZBN3sSBgA7Sk-vPjSpBpLyJibgwvC4MroQ.jpeg" />

***Cannot see the process you want to add? ?***

*Oh no! Maybe you do not have the permission to create that process. Please reach out to your project administrator for more details.*

Once you added the new process, the process details box will be shown up. Click on the form to open it up in form viewer! ?

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/2dMdY4GpWJizu00_8KDGIrs9GoaDvRDzUg.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=e5350e074e9d3787b835cf6c64c8548d" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/2dMdY4GpWJizu00_8KDGIrs9GoaDvRDzUg.jpeg" />

***

## Select a **Location** first.

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/7eurN2wBL3_Es7oTu_t-rDkYLtNai8ijyA.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=233f0b88c487a025102a7d963bada717" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/7eurN2wBL3_Es7oTu_t-rDkYLtNai8ijyA.jpeg" />

Click **Add button.**

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/vvb1WYwshlShtM4u9tfP89_dVhUJlOVQWw.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=e36d81c8f3b12589b0a9b0000c64d085" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/vvb1WYwshlShtM4u9tfP89_dVhUJlOVQWw.jpeg" />

Select **subcategory**

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/34ok6plZTspjKxqIjvGnJpcXH_M89rzg_A.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=299188b661ac7d0fa758dd32f00f0817" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/34ok6plZTspjKxqIjvGnJpcXH_M89rzg_A.jpeg" />

Choose **profile**, enter external reference if needed.\
Click **SAVE.**

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/0EJigEbPS-bl4brmSQFcKOaXq60wIdndDA.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=c6a437c3cd3f9efe8c18a9bb928cd060" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/0EJigEbPS-bl4brmSQFcKOaXq60wIdndDA.jpeg" />

Once you added the new process, the process details box will be shown up. Click on the form to open it up in form viewer! ?

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/5y_WsxepZHb3f83APDb0e8z85FL7GM1ahw.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=ac1906d813ca324c22db40a4047dfabe" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/5y_WsxepZHb3f83APDb0e8z85FL7GM1ahw.jpeg" />

***

## **Quick add**

Click the icon upon the + button to continue adding.

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/MQc907EbQzgTIp6H5yDohFS2v7_nZhvP3g.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=2777282a458e6fca4d1e49073d1f2049" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/MQc907EbQzgTIp6H5yDohFS2v7_nZhvP3g.jpeg" />

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/edPz3t-5LKWmZzZU_iVamlBPNjb7tmhquQ.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=4ef8f82e763250daf7e698ffc7acf3b3" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/edPz3t-5LKWmZzZU_iVamlBPNjb7tmhquQ.jpeg" />

<img src="https://mintcdn.com/rdrive/xVEvck_7sRkiQEtB/images/kb/103000035203/yi_zMd1dDcWgq5HkMcE8CvYiZo6Wv9ZxfA.jpeg?fit=max&auto=format&n=xVEvck_7sRkiQEtB&q=85&s=233b7fed43431bc0cc7d78d296a32902" alt="How to add a new process?" width="1024" height="768" data-path="images/kb/103000035203/yi_zMd1dDcWgq5HkMcE8CvYiZo6Wv9ZxfA.jpeg" />

<Note>
  ⚠️ After completing your onsite work, don't forget to synchronize. This action ensures data backup and updates for your project team.
</Note>
