> ## 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 Update the Status of an Issue/Defect/Record

> A brief introduction explaining the purpose of this guide.

### **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.

<Note>
  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
</Note>

***

### **Updating via Plan Viewer**

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/1tzY9mglOW-yNMhmJGzzGJwvxU0UvQp3jw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=24637dcc0311a8d3d69a7fcd424301a3" alt="How to Update the Status of an Issue/Defect/Record" width="1895" height="863" data-path="images/kb/103000360420/1tzY9mglOW-yNMhmJGzzGJwvxU0UvQp3jw.png" />

From here select the **Plan viewer** and navigate to the required drawing.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/_kwp_SygSMxiIk1sVWFs8CKlymviXtCr-A.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=e6b3ea2822f3fee4af3434acb70a5b5c" alt="How to Update the Status of an Issue/Defect/Record" width="1893" height="865" data-path="images/kb/103000360420/_kwp_SygSMxiIk1sVWFs8CKlymviXtCr-A.png" />

Click on the issue/defect/record pin as highlighted below. 

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/qMo9gDcwk3_NYH9nCJi98xXkvqNgecmHaw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=678e307f15d791318f66b0229bb8204d" alt="How to Update the Status of an Issue/Defect/Record" width="1913" height="860" data-path="images/kb/103000360420/qMo9gDcwk3_NYH9nCJi98xXkvqNgecmHaw.png" />

The details will populate on the left-hand side of your screen, then select the **⋮** button at the top right corner to access the item menu.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/ZdPbayfLihwx5nCMmGLgSGreP7qZg5EHhg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=9af530956271da6ed56932cd5dde6477" alt="How to Update the Status of an Issue/Defect/Record" width="1887" height="851" data-path="images/kb/103000360420/ZdPbayfLihwx5nCMmGLgSGreP7qZg5EHhg.png" />

***

From the menu, select **Edit**.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/GIkfaHnim20kZsaRkJHAMGIR3dFj-Q9eNw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=b05b285991bc7824314d518783cdafbb" alt="How to Update the Status of an Issue/Defect/Record" width="1903" height="861" data-path="images/kb/103000360420/GIkfaHnim20kZsaRkJHAMGIR3dFj-Q9eNw.png" />

Make any required changes, click **OK** to save and close.<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/W5EpAwKZraVbEaL_31ZNHQRpvETPBjYVoQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=d426e271fb7db58bb83bb6bc23485a33" alt="How to Update the Status of an Issue/Defect/Record" width="1895" height="856" data-path="images/kb/103000360420/W5EpAwKZraVbEaL_31ZNHQRpvETPBjYVoQ.png" />

### \*\*

Updating the status only\*\*

From the **three-dot menu (⋮)**, select **Status.**<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/lJCTIon2dRQ5UP_HPaRtRXYdbUSUyg5iQw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=56a7c477f5d2337bfcf7ee0ec883c981" alt="How to Update the Status of an Issue/Defect/Record" width="1915" height="865" data-path="images/kb/103000360420/lJCTIon2dRQ5UP_HPaRtRXYdbUSUyg5iQw.png" />

Click the **CHANGE** button.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/RkD6zdlAOEohiFWQN7llu5067xIax4Fogg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=d97dbbb43a225d9cad317827980325dd" alt="How to Update the Status of an Issue/Defect/Record" width="1916" height="866" data-path="images/kb/103000360420/RkD6zdlAOEohiFWQN7llu5067xIax4Fogg.png" />

Select the required status from the dropdown menu.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/OxE1E_RbG9eW1NbMroTw7_1F_Lv-ke1gcw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=669e4ee791a8f4e424f67d1fe10d4ecd" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="867" data-path="images/kb/103000360420/OxE1E_RbG9eW1NbMroTw7_1F_Lv-ke1gcw.png" />

Add any notes (optional), then click **OK** to confirm and save the new status.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/woWghHth_5Pb65Faj2j4ad9H152FwGFriA.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=4d3d2fd6e92963ee5592e81e4472be6b" alt="How to Update the Status of an Issue/Defect/Record" width="1918" height="867" data-path="images/kb/103000360420/woWghHth_5Pb65Faj2j4ad9H152FwGFriA.png" />

***

### **Via the Issue Finder**

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/3uKglT34qI89lnTbhiCu3U3IGAobbvV-cw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=71e82581abacf973e2f68298cf769f7f" alt="How to Update the Status of an Issue/Defect/Record" width="1919" height="866" data-path="images/kb/103000360420/3uKglT34qI89lnTbhiCu3U3IGAobbvV-cw.png" />

Navigate to the **category and subcategory** where the issue is listed. For this example we will go to Quality then Defects

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/-q7ZjXrGt5cL6R71AEJIXtxXXj8jDafctw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=fbd0492a83ccdb2f87098b94ba399652" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="867" data-path="images/kb/103000360420/-q7ZjXrGt5cL6R71AEJIXtxXXj8jDafctw.png" />

Select the issue from the list, use the **Menu icon (≡)** on the right.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/YayzEiC4osyKKJwu7xyvms1qI7TTpj6uPw.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=9fe49a671f22e04ebd5574861756d2a6" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="865" data-path="images/kb/103000360420/YayzEiC4osyKKJwu7xyvms1qI7TTpj6uPw.png" />

Select **Status** from the menu.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/Nm5PIfVPuDdvJ71qy2Tg3uXUZu6L82WJhg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=41a04fe79719b0de82878750f0eee5fb" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="868" data-path="images/kb/103000360420/Nm5PIfVPuDdvJ71qy2Tg3uXUZu6L82WJhg.png" />

Click **CHANGE** from the window.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/gDbIRZU3pPzTP-Y_ML7n2AuSP6D3phFD6g.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=5a2fbe8dc0bd5c8f37f1115e68f15b51" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="865" data-path="images/kb/103000360420/gDbIRZU3pPzTP-Y_ML7n2AuSP6D3phFD6g.png" />

Select the required status from the dropdown and select "**OK**".

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/YVkp1_oOuCsADJl-W9VYCq4gnBR9tDWMyQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=528ccd0914129914225c32c2adb3280e" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="867" data-path="images/kb/103000360420/YVkp1_oOuCsADJl-W9VYCq4gnBR9tDWMyQ.png" />

Add any notes required and select "**OK**", this will then change the status for this item.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/USpoSQLaEy5jt9Fr2SRDxlfEAyRpN2WfBQ.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=780ee49669804a39c9d5ad367b751d73" alt="How to Update the Status of an Issue/Defect/Record" width="1918" height="867" data-path="images/kb/103000360420/USpoSQLaEy5jt9Fr2SRDxlfEAyRpN2WfBQ.png" />

***

### **Quickly Change Status (Using Display Mode)**

From the browse control panel, switch from **Browse** to **Review** mode.\\

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/Yj_Ibwn0lq_QRCZiZPCWgnIrnvtzA9aDLg.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=8952d7eb8efa62b61e4b9443fba40500" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="862" data-path="images/kb/103000360420/Yj_Ibwn0lq_QRCZiZPCWgnIrnvtzA9aDLg.png" />

Once in Review mode, status update options appear.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/n8pKrvzNY3pUFU_-10J-lqgAhWw2JvstIA.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=784cacefab1bb9aff3bc0361e7b8f275" alt="How to Update the Status of an Issue/Defect/Record" width="1916" height="865" data-path="images/kb/103000360420/n8pKrvzNY3pUFU_-10J-lqgAhWw2JvstIA.png" />

Choose the new status — the change will **auto-save**.

<img src="https://mintcdn.com/rdrive/KZkM_-maGAald8Rj/images/kb/103000360420/pBOf39KuYMghcwF-3uHD3nxwNe-uEQlt_g.png?fit=max&auto=format&n=KZkM_-maGAald8Rj&q=85&s=87567bd4d296956529ca93cedbb0a8c1" alt="How to Update the Status of an Issue/Defect/Record" width="1917" height="863" data-path="images/kb/103000360420/pBOf39KuYMghcwF-3uHD3nxwNe-uEQlt_g.png" />

***

## 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 (⋮)**.
