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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 set level...
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Overview of what differentiates a doc code from a card, and how they are related.
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Act...
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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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Assign returned files to cards and add their return status.
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The "Main" tab of the Project Configuration page is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start ...
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Add doc code lists to companies for use on projects.
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...
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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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