> ## 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 do I assign an issue/defect/record?

> How to assign an issue/defect or record to a team or user

### **Overview**

*How to assign an issue/defect or record to a team or user*

* **Purpose:** How to raise an issue, defect or form against a location on the app and desktop
* **Who It’s For:** General users, main contractors, item controllers

<Note>
  Prerequisites: Able to raise an issue, defect or record
</Note>

Assignment delegates responsibility. You can assign to a team, and optionally to its users to indicate who is currently responsible for handling this object. Those who are assigned are called “**assignees**” and are responsible parties for the issue/defect.

**TABLE OF CONTENTS**

* [Via Issue Finder](#via-issue-finder)
* [via Plan Viewer](#via-plan-viewer)

***

**Assigning to Team(s)**

When assigning to a team, all members of the team will become participants. This means that they will all be able to see the issue/defect/record in question.

You can also set up subscription rules to automatically make the entire team or only certain members of the team become a subscriber whenever issues/defects/records are assigned to the team.

**Assigning to Team + Team User(s)**

When assigning to a user in the team, that user will become a **subscriber** so they will be **notified** of this. When subscribing, a user will simultaneously become a participant, so they will always be able to read whatever they are subscribed to.

To assign an issue/defect/record to a user, you must have the appropriate permissions to do so. 

The issue/defect/record status will determine whether or not you are able to assign the issue/defect/record. For purposes of this example, we will show you what you can expect to see should your permissions allow.

## **Via Issue Finder**

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu. Then select your chosen category and subcategory to get entry to the Issue/defect/record page.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/1Cr7xkQOrfBBgjn37EdIzewsFnuSRLK0tg.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=a45a64d5cc9fc1df7d1973648d95eb9d" alt="How do I assign an issue/defect/record?" width="1906" height="912" data-path="images/kb/103000035191/1Cr7xkQOrfBBgjn37EdIzewsFnuSRLK0tg.png" />

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/2mcTmhRbOsgG4O0_v0d5_TxQ4K9EDlzVjw.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=18fdb1ad4d0755198e5e930758f3bbe6" alt="How do I assign an issue/defect/record?" width="1904" height="910" data-path="images/kb/103000035191/2mcTmhRbOsgG4O0_v0d5_TxQ4K9EDlzVjw.png" />

Once you have selected your issue/defect/record, you then click the Menu **≡** button on the right-hand side of your screen to expand the menu as circled below.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/ml_vcg3upOQyaIg2PfcntgJ-fqLgvjWOeQ.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=723b6a9c70f5a2a7cae5c94504e648a6" alt="How do I assign an issue/defect/record?" width="1917" height="909" data-path="images/kb/103000035191/ml_vcg3upOQyaIg2PfcntgJ-fqLgvjWOeQ.png" />

Once the Menu has unfolded, simply press "**Assign"**, and the assigned details of your issue/defect/record enlarged within a window on your screen.

The current assignee (responsible party) will be shown on the assigned details within this window.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/1FOvaBapaIYvzyR16bk6trsRdta23eXKHA.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=be7e44287b29d19fa5f7528ddadbbbf3" alt="How do I assign an issue/defect/record?" width="1917" height="909" data-path="images/kb/103000035191/1FOvaBapaIYvzyR16bk6trsRdta23eXKHA.png" />

To amend the assignee, you press the "**CHANGE"** button as circled below.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/nVd1bsnBApW6XVIffRnirOQg6P22BRJPiA.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=cedbc8f83afcef5e07cb3f81665702b2" alt="How do I assign an issue/defect/record?" width="1916" height="911" data-path="images/kb/103000035191/nVd1bsnBApW6XVIffRnirOQg6P22BRJPiA.png" />

Once you have selected "**CHANGE**", the window will enlarge in the centre of your screen as shown below. Enter the appropriate Team/Team and User name to search for assignment.

Click **OK** to save and finish.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/aookrhmrPnCR8Aans8aFIBOwuAH7lTvgsg.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=6494f819a24db9c2258c2cb629ac80a2" alt="How do I assign an issue/defect/record?" width="1917" height="908" data-path="images/kb/103000035191/aookrhmrPnCR8Aans8aFIBOwuAH7lTvgsg.png" />

***

## **via Plan Viewer**

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and access the Plan Viewer. Then you select the correct drawing.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/vULiNcZh2bVQdVpcCiCKfHL_89a2glqNrw.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=6021846a4e4c5d2d9f7adc6d2dd97ee6" alt="How do I assign an issue/defect/record?" width="1906" height="912" data-path="images/kb/103000035191/vULiNcZh2bVQdVpcCiCKfHL_89a2glqNrw.png" />

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/engdzV4eDQKoIyzyQ8jo8apAfn9UyGoiYg.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=2c21586c0c78307ca50758e82d2678fa" alt="How do I assign an issue/defect/record?" width="1904" height="906" data-path="images/kb/103000035191/engdzV4eDQKoIyzyQ8jo8apAfn9UyGoiYg.png" />

Click on the issue/defect/record pin as circled below, once selected the issue/defect/record details will be shown on the left-hand side of your screen. You can then press the **⋮** button at the top right corner.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/_qurwapaYDodCE6G8tASbUf8E0gD3nfZHQ.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=b4aa8a6f62899f1f94b5dd00b882a104" alt="How do I assign an issue/defect/record?" width="1917" height="907" data-path="images/kb/103000035191/_qurwapaYDodCE6G8tASbUf8E0gD3nfZHQ.png" />

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/RSF093rzaLW2t-IoVAT-KzxcbnSHhfKr_A.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=17cf9106ebfc4967f8535ed9b1ec922d" alt="How do I assign an issue/defect/record?" width="1903" height="909" data-path="images/kb/103000035191/RSF093rzaLW2t-IoVAT-KzxcbnSHhfKr_A.png" />

Once the Menu has unfolded, simply press "**Assign"**, and the assigned details of your issue/defect/record enlarged within a window on your screen.

The current assignee (responsible party) will be shown on the assigned details within this window.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/MO-DnyYEc2OtyaENf46zzJcBmGQAql6bpw.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=35255e95fb11053aff52c6072731ab9b" alt="How do I assign an issue/defect/record?" width="1900" height="908" data-path="images/kb/103000035191/MO-DnyYEc2OtyaENf46zzJcBmGQAql6bpw.png" />

The current assignee (responsible party) will be shown on the assigned details within this window.

To amend the assignee, you press the "**CHANGE"** button as circled below.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/RaWwwaZte6-EcBORJsQi6Oa0N1KLATtd2g.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=e1a31fffc38bca801e9a06d0e17cf48a" alt="How do I assign an issue/defect/record?" width="1904" height="912" data-path="images/kb/103000035191/RaWwwaZte6-EcBORJsQi6Oa0N1KLATtd2g.png" />

Once you have selected "**CHANGE**", the window will enlarge in the centre of your screen as shown below. Enter the appropriate Team/Team and User name to search for assignment.

Click **OK** to save and finish.

<img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035191/kETWckXAwUzs9MYjbGbCddTjRDnOO3EPxQ.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=212ef081d0680f0c1a6e8b7b078ab767" alt="How do I assign an issue/defect/record?" width="1903" height="909" data-path="images/kb/103000035191/kETWckXAwUzs9MYjbGbCddTjRDnOO3EPxQ.png" />
