How to delete an issue/defect/record

Overview

This guide explains how to delete an issue/defect/record from RDrive web using Issue Finder or Plan Viewer.

• Purpose: To provide instructions for deleting an issue/defect/record from RDrive.
• Who It’s For:  Project Admin, Project Manager, and users with permission to delete issues/defects/records.
  
  

Prerequisites: The user must have permission to delete the issue/defect/record. In most cases, the Project Admin or Project Manager will have permission to delete the item.

⚠️ Warning: Deleting an item is permanent. Once deleted, the item cannot be recovered or restored.

TABLE OF CONTENTS

• Overview
• Step-by-Step Instructions
  • ✅ Step 1: Access the Issue/Defect/Record
  • ✅ Step 2: Delete via Issue Finder
  • ✅ Step 3: Delete via Plan Viewer
• FAQs & Troubleshooting

Step-by-Step Instructions

✅ Step 1: Access the Issue/Defect/Record

You can access the item through either Issue Finder or Plan Viewer.

✅ Step 2: Delete via Issue Finder

1. Press the Menu icon ≡ in the top-left corner of the screen to open the Menu.
   
   
   
   

2. Navigate to the Issue Finder by selecting the relevant category and subcategory.
   
   

3. Select the relevant issue/defect/record from the list on the left-hand side of the screen.

4. Select the issue, then press the Menu icon ≡ on the right-hand side of the screen to open the item menu.
   
   

5. Select Delete. A confirmation window will appear to prevent accidental deletion.
   
   

6. Confirm the deletion by selecting Delete again.
   
   

✅ Step 3: Delete via Plan Viewer

1. Press the Menu icon ≡ in the top-left corner of the screen to open the Menu.
   
   
   

2. Select Plan Viewer, then navigate to the required drawing.
   
   

3. Select the issue/defect/record pin on the drawing.
   
   
   
   

4. The item details will appear on the left-hand side of the screen.

5. Press the Menu icon ⋮ to open the item menu.
   
   

6. Select Delete. A confirmation window will appear to prevent accidental deletion.
   
   

7. Confirm the deletion by selecting Delete again.
   
   

FAQs & Troubleshooting

Q: Why can't I see the Delete button?
A: The Delete button is only available to users who have permission to delete the item. If the button is not available, contact your Project Admin or Project Manager to check your permissions.

Q: Can I recover an item after deleting it?
A: No. Once an item is deleted, it cannot be recovered or restored through the RDrive interface. Although deleted data may be retained in the system for technical purposes, restoration requires assistance from the RDrive Tech Team and may incur additional costs. Therefore, restoration is not recommended.

Q: Who can grant permission to delete an item?
A: In most cases, the Project Admin or Project Manager can manage the permissions required to delete an issue/defect/record.