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To access card history, navigate to the card list, and click the history icon. … Once exported, the data can then be filtered by card. … The history record of all project cards can be generated quickly and easily.

Cards (Individual) Create Manual Cards (Bulk) … Secondary codes can only be added to manual cards, and cannot be added to auto-generated cards. … at the time of manual card creation.

Manually To manually assign published documents to a card, navigate to the card list. … Attach a published document to a card Attaching a published document to a card can either be done manually … For the appropriate card, click the attach (paper clip) icon under "Tools."

Identify manual history entries When manual changes are made to the active card, the resulting entry

Filtering on the Multi-Project Card Report screen uses the same layout. … The walkthrough shown below uses the Card List to illustrate filtering options. … Manual search is useful if you are working with a very large card list and notice slow loading speeds

To resolve card to unit changes, see  Process Card to Unit Changes . … 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

Card XYZ will appear. … CARD DEF: 1 linked unit (unit 3) If you change the model number on unit 3 from DEF to XYZ, then CARD … If it DOES go to OBSOLETE: Old cards can be re-attached to the new ones from the Obsolete Cards grid

DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. … If you already have cards set up on the project they will be populated in the csv file. … You cannot edit existing tags in the Tag List column for manually created cards (as indicated by "*/"

Cards screen for the missing card ( Cards > Obsolete Cards from the project menu). … Cannot find card in Card List If a card is not visible in the Card List , try the options below to find … Topics Cannot find card in Incoming Documents Cannot find card in Outgoing Submittals Cannot find card

the following situations: Red - If expected return of card is after due date. … Default Grid Row Colors There are two default grid colors that will appear in the Card List in … The system will also color a row red if the Action Due Date is after the Card Due Date.

When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment … If a card includes ANY unit which satisfies the query, the card is marked as required. … When certain cards are not required, you need to tell DocBoss which cards SHOULD be left on the order

To edit the routing of a card, navigate to the card list ( Project Menu > Cards > Card List ) and click … TIP: If cards are typically routed to the same individual(s), routing scenarios can be applied to cards … the pencil icon under "Tools" of the card that requires adjustment.

Select files to assign to the card Drag files onto card Select the destination for each file Primary … multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card … This allows you to upload comment and native files into the staging area, and include them to the card

How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an … To create a custom doc code/card field, navigate to A dmin > Customization > Doc Code/Card Fields. … You can add custom fields to your cards. Here's how to create and manage them.

The Overdue Cards Report is an internal tracking tool that users can enable from their profile. … If you do not see an "Overdue Cards Report" template in your system, please reach out to the support

How to attach an obsolete card to existing card Navigate to Project Menu > Cards > Obsolete Cards Step … Obsolete Cards grid. … What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete.

second card will become the "Active" card. … To split a card, navigate to the card list and click the split icon under "Tools."  … Once saved, all dsX cards created via splitting will show in the card list.

Delete Card Deletes the card. … Split Card Separates an auto-generated card into two (or more) separate cards when the equipment/tags … *Note - Only available for manually-created card (i.e., manual cards, copied cards, and sheets).

Users may want to assign the card to a specific user, responsible to upload that card. … All cards of the code will receive the same action defaults. … Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not

card(s) If a card includes multiple equipment units but you receive documentation with these tags separated … To manually adjust the equipment units included on a card, follow the steps below: Open the card edit … Option 3: Manual adjustment If neither splitting or merging cards will result in the card configuration