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

Overview

A brief introduction explaining the purpose of this guide.

• Purpose: [What is this guide about?]
• Who It’s For: General users, project team members, inspectors, and coordinators involved in managing issues and                          defects.

Prerequisites: 
- Access to the platform and required permissions.
- Knowledge of the category/subcategory where the issue resides.
- Understanding of your team’s status flow process.

✅ Step-by-Step Instructions

✅ Step 1: Open Plan Viewer

1. Click the Menu icon (≡) in the top-left corner.

2. Select the relevant drawing to access the Plan Viewer.

✅ Step 2: Select the Issue/Defect/Record

1. Locate the issue/defect/record pin on the drawing.

2. Click it — the issue details will appear on the left-hand side.

3. Click the three-dot menu (⋮) in the top-right of the details panel.

✅ Step 3: Edit the Record (Optional)

1. From the menu, select Edit.

2. Make any required changes.

3. Click OK to save and close.

✅ Step 4: Update the Status (via Plan Viewer)

1. Click the three-dot menu (⋮) again.

2. Choose Status.

3. Click the CHANGE button.

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

✅ Step 5: Use Issue Finder (Alternative Method)

1. Open the Menu (≡) again.

2. Navigate to the category and subcategory where the issue is listed.

3. Select the issue from the list.

4. Use the Menu icon (≡) on the right to choose Edit, apply updates, and click OK.

✅ Step 6: Update Status via Issue Finder

1. After selecting the issue, click the three-dot menu (⋮).

2. Select Status.

3. Click CHANGE, add notes if needed, and confirm with OK.

✅ Step 7: Quickly Change Status (Using Display Mode)

1. In the left-side details panel, switch from Browse to Review mode.

2. Once in Review mode, status update options appear.

3. 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 (⋮).

Note on Adding Images & Videos

✅ Images:

• Use high-quality screenshots (PNG or JPG).
• Crop out unnecessary UI elements to focus on key actions.
• Use consistent font styles and colors for annotations.
• Keep images under 800px wide for optimal display.

✅ Videos (if applicable):

• Upload to YouTube, or Vimeo (or the likes of), and embed the link.
• Keep videos under 2-3 minutes for quick reference.
• Add captions or subtitles for accessibility.