> ## 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 Process/Checklist from the Plan Viewer?

> 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.

**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.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/8pU1yFfo44uEE_WPWG4iMAcLL4ElwBlj0A.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=5db475a5eb5f5f388373237e29d3d8f2" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/8pU1yFfo44uEE_WPWG4iMAcLL4ElwBlj0A.jpeg" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/y2rcFpDi7IDG-egyLbY0l6yEJRYAO2K2QQ.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=2e1c47e8f7ad8609d023a1ed7c34f86f" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/y2rcFpDi7IDG-egyLbY0l6yEJRYAO2K2QQ.jpeg" />

Once you have selected your drawing, you can then create a new process/checklist.

## **Raising a process/checklist from a location**

Click on the blue location pin as shown below.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/t6EyEI3EEGwY5RosKR8OXcWKdaMKeb8t7A.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=1748ab4aa5a0ad1dd99d1ae56dffd828" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/t6EyEI3EEGwY5RosKR8OXcWKdaMKeb8t7A.jpeg" />

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\...

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/rqq_CBZpjUucfzQYqlR2XhRnyj3k7cLGZQ.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=c310898bb22ef1d1ada7da7b5addad65" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/rqq_CBZpjUucfzQYqlR2XhRnyj3k7cLGZQ.jpeg" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/hPF3CB-FQcCYA3D4l4S1vDruX34r4YzsBw.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=4b48cfab2b8c26997c4c242da2b40110" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/hPF3CB-FQcCYA3D4l4S1vDruX34r4YzsBw.jpeg" />

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.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/FAw05rt9bCc2mehT5PcLX_K_smTELpjKrg.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=1005bcf563a3f5f5d58bd0d997694b3f" alt="How to add a Process/Checklist from the Plan Viewer?" width="707" height="500" data-path="images/kb/103000035217/FAw05rt9bCc2mehT5PcLX_K_smTELpjKrg.png" />

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## **Raising a process/checklist from the "add item" option**

Press the ✚ button at the bottom right corner.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/S-1sSi-bN5NGWUj2XWiPFXgxfGZB6cZp-w.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=381625017a29e5d5df6cee49b1539e34" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/S-1sSi-bN5NGWUj2XWiPFXgxfGZB6cZp-w.jpeg" />

Under the Item section, select a subcategory from the categories list as shown below.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/xrL4TiUE5KWOY6LS_rTk3K2jmZi7FBsG4A.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=67b58db54bf32e6736a5213767cfbe0a" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/xrL4TiUE5KWOY6LS_rTk3K2jmZi7FBsG4A.jpeg" />

You will then need to pick the blue location pin in the area you wish to raise your process/checklist.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/dxGWA-8Hh3VaJU0X55abqBrMQPre0IPe2w.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=3cee55a348eefa0d3e49ad0bbff5a66a" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/dxGWA-8Hh3VaJU0X55abqBrMQPre0IPe2w.jpeg" />

Choose Profile from the subcategory, enter External reference information if necessary and press "**OK"** to confirm.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035217/iQIijOtr4VDd-8GGDsF4COTJvUmJohbS_w.jpeg?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=7e11ef58dd8431e15dee0bb3735567e4" alt="How to add a Process/Checklist from the Plan Viewer?" width="1024" height="768" data-path="images/kb/103000035217/iQIijOtr4VDd-8GGDsF4COTJvUmJohbS_w.jpeg" />

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**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.
