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Overview

A brief introduction explaining the purpose of this guide.
  • Purpose: This guide explains how to update the status of an issue, defect, or record in RDrive. It includes methods for making edits, changing status only, and using Review mode for quick updates. 
  • Who It’s For: General users, project team members, inspectors, and coordinators involved in managing issues and                          defects.
Prerequisites: Access to RDrive (app or desktop) Appropriate permissions to edit or update statuses Knowledge of the category/subcategory where the record exists Understanding of your team’s status flow process

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✅ Step-by-Step Instructions

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Updating via Plan Viewer

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✅ Step 1: Open Plan Viewer

Click the Menu (≡) in the top-left corner. How do I update the status of an issue/defect/record? Select the relevant drawingto access the Plan Viewer. How do I update the status of an issue/defect/record?

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✅Step 2: Select the Issue/Defect/Record

Locate the pin for the item on the drawing. Click the pin — the details will appear on the left-hand side.How do I update the status of an issue/defect/record? Click it — the issue details will appear on the left-hand side. Click the three-dot menu (⋮) in the top-right of the details panel.How do I update the status of an issue/defect/record?

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✅ Step 3: Edit the Record (Optional)

From the menu, select Edit.How do I update the status of an issue/defect/record? Make any required changes. Click OK to save and close.How do I update the status of an issue/defect/record?

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✅ Step 4: Update the Status Only

From the three-dot menu (⋮)How do I update the status of an issue/defect/record?  
Select Status. How do I update the status of an issue/defect/record? Click the CHANGE button. How do I update the status of an issue/defect/record? Add any notes (optional), then click OK to confirm and save the new status.How do I update the status of an issue/defect/record? How do I update the status of an issue/defect/record?

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✅ Step 5: Use Issue Finder (Alternative Method)

Open the Menu (≡) again.\ How do I update the status of an issue/defect/record? Navigate to the category and subcategory where the issue is listed. Select the issue from the list.How do I update the status of an issue/defect/record?  Use the Menu icon (≡) on the right to choose Edit, apply updates, and click OK.

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✅ Step 6: Update Status via Issue Finder

After selecting the issue, click the three-dot menu (⋮).How do I update the status of an issue/defect/record? Select the Status. How do I update the status of an issue/defect/record? Click CHANGE, add notes if needed, and confirm with OK. How do I update the status of an issue/defect/record?

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✅ Step 7: Quickly Change Status (Using Display Mode)

In the left-side details panel, switch from Browse to Review mode.How do I update the status of an issue/defect/record? Once in Review mode, status update options appear.How do I update the status of an issue/defect/record? Choose the new status — the change will auto-save.How do I update the status of an issue/defect/record?

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FAQs & Troubleshooting

Q: Why can’t I change the status of a record?
A: Check that you have the appropriate permissions. If not, contact your Project Admin. Q: What happens if I forget to change the status?
A: The issue/defect won’t move forward in the workflow. This can delay the process. Always update the status when editing. Q: Can I change the status without editing the issue?
A: Yes — use the Status option directly from the three-dot menu (⋮).