Overview

 This guide explains how to update an existing Navigation Plan in RDrive. A Navigation Plan helps users easily navigate between drawings by setting up structured locations and drill-down links. Keeping it updated ensures smooth access and reflects any project changes.

• Purpose: To guide users through updating the Navigation Plan, including updating locations, layers, and drill-down titles.
• Who It’s For: Project Admins with permission to manage Drawings.

Prerequisites: Access to the Plan Viewer, Settings > Drawings, and edit rights for Navigation Plans.

TABLE OF CONTENTS

• Step-by-Step Instructions
  • ✅ Step 1: Access the Navigation Plan
  • ✅ Step 2: Update the Navigation Plan
    • Automatic Update:
    • Edit Locations or Layers
  • ✅ Step 3: Remove a Navigation Plan or Location
  • ✅ Step 4: Review and Confirm Changes
• Important Note
• FAQs & Troubleshooting
  • Q: What happens if I update the Navigation Plan?
  • Q: Can I undo the update after clicking OK?
  • Q: Why can’t I see the Update Navigation Plan option?

Step-by-Step Instructions

✅ Step 1: Access the Navigation Plan

• Click the Menu icon (≡) at the top left of your screen to open the main menu.

• Navigate to Settings and select Drawings.
  

• Locate your Navigation Plan in the Drawing Sets list.

• Click the ⋮ (three dots) next to it and select Update Navigation Plan to enter editing mode.
  
  
  
  
  
  

✅ Step 2: Update the Navigation Plan

Automatic Update:

• If you just need to refresh the Navigation Plan with any newly added Drawing Sets, click the UPDATE button.

• The system will automatically update and generate a new version of the Navigation Plan.
  
  
  
  
  

Edit Locations or Layers:

• To update locations:
  Double-click on a location pin in the plan, make the necessary edits, then click on a blank space to save.
  
  

• To update the drill-down title:
  Double-click on the drill-down title text, edit it, then click any blank area to confirm.
  
  
  
  
  

• To update layers:
  Long-press the layer title and drag it up or down to reorder layers.
  Alternatively, click to add a new layer.
  
  
  
  

✅ Step 3: Remove a Navigation Plan or Location

• Select the item you want to remove (highlighted in blue).

• Click the Remove button to delete it from the Navigation Plan.
  
  
  

✅ Step 4: Review and Confirm Changes

• After making your edits, carefully review all changes.

• Click OK to save and confirm the updated Navigation Plan.

• Your modifications will now reflect in the project navigation.
  
  
  

Important Note

Updating the Navigation Plan will override all custom adjustments and reset it back to the default structure.
Make sure to double-check before confirming updates.

FAQs & Troubleshooting

Q: What happens if I update the Navigation Plan?

A: The system will regenerate the Navigation Plan, reflecting new drawing sets and structural changes. All manual customizations will be lost.

Q: Can I undo the update after clicking OK?

A: No. Once confirmed, the update is final. Please review carefully before saving.

Q: Why can’t I see the Update Navigation Plan option?

A: You may not have the required permission. Please contact your Project Admin or Company Admin for access.