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Created On: 09/06/2018
in Docs Projects Workflow Stages
The assign slide-in show several pieces of information related to the stage list.
The name of the stage list
The option to edit the stage list directly
Box for each stage, with the abbreviation and target. If you scroll over,...
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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 + in the top...
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Created On: 09/04/2018
in Release Notes Older Releases Manual Cards for Tagged Equipment
Add Manual cards (link to either major tags or tagged equipment)
Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...
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Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected.
They should be r...
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On auto-created cards, you can split a card into two, and assign specific units to each card.
Navigate to the card list, and click the split icon.
From the pop up, click create new card.
The internal references for the cards will ...
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Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer.
When enabled...
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Created On: 05/16/2018
in Release Notes Older Releases Major Feature - Approve Supplier Documents
In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format .
To change...
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Created On: 03/19/2018
in FAQ General FAQ
We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts:
The routing doesn't have the same level of historical reporting.
With submittals, the date out, date return...