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How to attach an obsolete card to existing card Navigate to Project Menu > Cards > Obsolete Cards Step … Obsolete Cards grid. … file on the card.

Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply changes … DocBoss allows users to make changes to existing data in the Card List in bulk through two different … If you already have cards set up on the project they will be populated in the CSV file.

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

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.

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 with

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."

the export by card name or ID. … , the history record of all cards can be exported. … Below the SDI Reports grid, the "Card History Export" option is available.

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

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).

To edit the routing of a card, navigate to the card list ( Project Menu > Cards > Card List ) and click … From the drop-down, you can quickly re-route the card to the same person to review the card again. … TIP: If cards are typically routed to the same individual(s), routing scenarios can be applied to cards

Usually when a copy or sheet is created from a card, the new card is expected to be a different, but … This returns the file and history to the original card, without affecting the new card. 9. … or card name to find the match).

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.

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

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 typical

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. … Create The initial set up of custom doc code / card fields must be done by an Admin User.

1 of 1 if only one Card). … "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet … Under the "Main" tab, expand the "Other Settings" section and set the "Display sheet adder for manual cards

You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. … In this case, once assigned, users shall complete the action in order to set final status to the Card … Review COMPLETE cards (before completing stage) If users set values for “Review before completing stage

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

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