Create Manual Cards (Individual)

Users may now add manual cards to their projects, even when just using the tagged equipment units.

First - ensure the manual card module has been enabled on your project. 

Add Cards

To add an individual card, click the "Add Card" button in the top right of the card list screen. You can also add a new card from the incoming assign screen.

Link to Equipment

If the major tags module is enabled, you will have the option to link cards to major tags OR equipment units. If linking via major tags, you will be prompted to select which major tag(s) to link. If all major tags should be linked, simply click "Select all":

If linking via Equipment units, you can add units using either (a) the quick add drop-downs, OR (b) the full equipment panel (for advanced filtering options). If all equipment units should be linked, simply click the "Add all equipment units" button.

 If adding from the full equipment panel, click the "Open" button and follow the process as described below:

Step 1 - Add New Units to Card

1. Filter the list of items if you wish. This can help jumpstart the equipment you want to select.
2. Check the box to the left of each desired unit. If you have filtered the grid, you may just check "Select all".
3. Select the units. 

Step 2 - Review Selected Units

1. Review the equipment selected for this card. If required, you can remove units (from the "Tools" column).
   • Note: Selected items will turn grey in the step 1 grid. If you are editing an existing card, the units already assigned appear in grey.
2. Once finished, save the changes to units linked to this card.

Once saved, you now see the units assigned to this card. If you ever need to edit/review the units.

Fill in remaining fields

Once equipment has been linked to the card, complete card creation by filling out the remaining fields:

• Primary code
• Secondary code(s) (if required)
  • Note: More than one secondary doc code may be selected.
• Reference
  • Note: If no reference value is added, the reference will automatically become the internal document number.
• Document title
• Document number(s).
  • If you would like DocBoss to assign an internal document number for you, check the" Use auto-generated value" box.