Where can I view issues/defects/records?

Created by Nicola Minty, Modified on Thu, 19 Feb at 4:19 PM by Tayler Martin

Overview

How to view an issue, defect or record using RDrive using the desktop/browser

  • Purpose: How to view an issue, defect or record against a location on the desktop
  • Who It’s For: General users
Prerequisites: Able to raise an issue, defect or record from the desktop/browser


If you wish to View/Manage your issue/defect/record you can do this in the following ways.


Via Issue Finder

Press the Menu icon ≡ on the top left corner to unfold the Menu and gain access to the Issue page by selecting the category and subcategory as shown below.




All issues/defects/records belonging to the subcategory will be listed on the left-hand side of your screen as shown below, select the category required, we will select Defects in this example.



You will then see the issue/defects/records on the left panel with the issue details on the right when selected. 




To filter your data and refine your search results, there are a number of filter options available to help display the items you need, this can be the unique Issue ID as used in the example below, status, location and more. 



You can search the specific issue/defect/report via the unified search bar at the top of your screen. For this example we are going to perform a "Data" driven search. To do this, type "data" in the unified search bar at the top of your screen. The option will then be present below the search bar as highlighted below. Then select your required issue/defect/record category. 



Once the category has been chosen, an additional data condition window will show up on the screen as below. You can now add a condition to your search by pressing the "Add" button highlighted below:



This will show a list of conditions that can be applied to your search which can be as simple or complex as necessary.

For the purposes of this example, we will select the "Defect Category" option. This will then provide a window whereby you can specify which Defect category you are looking for.



In this case, we are looking to find all "Acoustic Walling" issues/defects/records for this project, we will select Acoustic Walling from the drop-down list as shown below. If you should wish to refine your search further, you need only press the "ADD" option on the data window to do so.



Your search is now filtered to show all Acoustic Walling issues/defects/records for your project along with the current status on the left-hand side of your screen as shown below. 



You can adjust your filters to show additional data by adding or removing filters from the top bar to show the information required.


This can be filtered by pressing the highlighted below:



Select "Display settings" to adjust the information shown:



From the display setting window you can then toggle on or off the data displayed by selecting the required fields.



Click the link for additional information on  Mastering Universal Search Flexibility to know more.



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