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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submi...
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Consider the following scenario:
Doc Code = Q14 – Drawings
Level = Model
In your equipment list, you have
Unit 1: Model=ABC
Unit 2: Model=ABC
Unit 3: Model=DEF
During the auto-generation, DocBoss creates 2 cards. ABC...
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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...
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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)
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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...
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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...
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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...
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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...
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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...
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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...