System Drive

Modified on Thu, 30 Jan at 6:15 AM

The System Drive in the file repository provides an automated solution for archiving successfully closed and published project documents such as submittals, RFIs, and daily reports.

Folders are dynamically generated as documents are published, accommodating both PDF versions and their associated attachments.
Archived documents are automatically restricted to users who participated in the response or approval workflows, ensuring secure and appropriate access.
Users can retrieve and download the files at any time from any device with which they have logged-in to Linarc
Authorized users can add comments to archived files for collaboration and sharing insights.
Custom folder creation is not permitted within the system drive, preserving the integrity of its automated organization.
The drive auto-saves PDF versions of daily reports whenever a project manager generates a PDF download. This applies to:
- Daily Field Reports (DFRs) for both subcontractors (SCs) and general contractors (GCs). Click here to learn more.
- Daily Jobsite Reports (DJRs) for general contractors (GCs) only. Click here to learn more.
The system drive aids in compiling relevant relevant documents, while generating the project close-out document.

This structured and secure approach ensures efficient document management and enhances project recordkeeping.

The 'System Drive' screen

Ensure that you are in the files repository screen of the project management console. If not,
- Open the project management console
- Click the app launcher and select 'Project'
- Select 'Drive' from the options on the left
Select 'System' on the left

The table shows the hierarchical list of folders and files in the project's system drive. The 'Default View' shows all columns in the table. You can remove the columns you do not want to see from the table and save it as your custom view. See Customize Columns in List Views and Manage Custom List Views to learn more.

File Name - The label of the folder, subfolder or the file
Created Date - The date on which the folder or file was added to the drive
Last Updated - The date on which the recent change was made to the item, like renaming the item.
Created By - The name of the user who created the first item of that type, so that the system created the folder
Company - The company to which the user belongs.
Access- The permission level of the folder/file. The possible values are:
- Restricted - The folder or the file is accessible only by the team members from selected organizations who participated in the item's workflow
- Public - Available to members belonging to all organizations. Applies only to RFI's closed as 'Public' and daily reports.
Parent Folder - The parent folder of the item. Applies only to subfolders and files

Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
Right-click the column header and customize the display and order of the columns as you wish
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

See the following section to learn more about:

Download the File list

Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Save List of Managed Items in Excel Format to learn more.