New Articles

  1. Obsolete Cards and How to Manage Them

    Created On: 01/19/2018 in Docs Projects Set Up and Manage Cards Obsolete Cards
    What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples: If the Equipment List gets changed The Doc Code gets changed The s...

  2. Void / Supersede

    Created On: 01/19/2018 in Docs Projects Set Up and Manage Cards Obsolete Cards
    Void There are 2 types of VOID in DocBoss. Not Required Un-mark the checkbox under the "Required" column. You can mark a document as “Not required” at any time. If it was locked, its state will show V (Void) ...

  3. Impact of Change Order

    Created On: 01/19/2018 in Docs Projects Set Up and Manage Equipment List Manage Equipment
    When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes. This means that the reference which was previously used for that card no longer exists on the order deta...

  4. Marking cards as required / not required

    Created On: 01/19/2018 in Docs Projects Set Up and Manage Cards Edit Cards
    When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instr...

  5. Update Document Numbers

    Created On: 01/19/2018 in Docs Projects Set Up and Manage Cards Edit Cards
    When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed". Why? Let’s assume you have auto-numbered all cards. When...

  6. Merge Cards

    Created On: 01/17/2018 in Docs Projects Set Up and Manage Cards Edit Cards
    When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...

  7. Edit the Routing of a Card

    Created On: 01/17/2018 in Docs Projects Workflow Routing and Actions Assign and Complete Actions
    During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However – On...

  8. Assembly Line and Assembly Model

    Created On: 01/17/2018 in Docs Projects Set Up and Manage Equipment List Advanced
    Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly...

  9. Create Manual Cards (bulk load)

    Created On: 01/17/2018 in Docs Projects Set Up and Manage Cards Manual Cards
    Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards To bulk load manual cards, use the Edit Data via CSV file function. This button is located below your Card List ...

  10. How to set a Level

    Created On: 01/17/2018 in Docs Projects Set Up and Manage Code List (Requirements)
    Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) o...
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