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RDrive is a location based system. You have to access a drawing and look for a location pin to add a new process/checklist record. Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer. Then you select the correct drawing. How to add a Process/Checklist from the Plan Viewer? How to add a Process/Checklist from the Plan Viewer? Once you have selected your drawing, you can then create a new process/checklist.

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Raising a process/checklist from a location

Click on the blue location pin as shown below. How to add a Process/Checklist from the Plan Viewer? Click the ✚ button in the top left corner for the categories list to unfold and select the subcategory which you want to create as below… How to add a Process/Checklist from the Plan Viewer? How to add a Process/Checklist from the Plan Viewer? Choose the relevant process/checklist from the subcategory and enter External Reference (highlighted) information if necessary in the detail window as shown below.  Once completed, press “OK” to confirm. How to add a Process/Checklist from the Plan Viewer?

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Raising a process/checklist from the “add item” option

Press the ✚ button at the bottom right corner. How to add a Process/Checklist from the Plan Viewer? Under the Item section, select a subcategory from the categories list as shown below. How to add a Process/Checklist from the Plan Viewer? You will then need to pick the blue location pin in the area you wish to raise your process/checklist. How to add a Process/Checklist from the Plan Viewer? Choose Profile from the subcategory, enter External reference information if necessary and press “OK” to confirm. How to add a Process/Checklist from the Plan Viewer?
Can’t see the process you want to add?  It may be the case that you do not have the permission to create that process/checklist. Please reach out to your Project Administrator for more details.