How to Update the Status of an Issue/Defect/Record

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

Updating via Plan Viewer

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

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

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

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.

From the menu, select Edit.

Make any required changes, click OK to save and close.

Updating the status only

From the three-dot menu (⋮), select Status.

Click the CHANGE button.

Select the required status from the dropdown menu.

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

Via the Issue Finder

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

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

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

Select Status from the menu.

Click CHANGE from the window.

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

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

Quickly Change Status (Using Display Mode)

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

Once in Review mode, status update options appear.

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

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 (⋮).