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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action has been marked complete or removed .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outsta...
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Assign uploaded files to the applicable cards.
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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
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To import/edit a project doc code list via CSV, navigate to the Code List and click the Import/Export button below the grid. From the pop-up, choose or drag in a file to the Upload File section.
The upload file must contain the same field...
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Temporary cards
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments...
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What is a Project Field Template?
A Project Field Template allows you to define some default settings for your project
Create a New Project Field Template
Navigate – Admin > (Customization) Project Templates
Step 1 Click “+...
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
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Overview
DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked.
Typically, to include sub-units in a...
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...