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Once the changes are saved, these cards will be moved from the Card List to Obsolete Cards . … or already processed. - NULL cards are automatically removed from the Card List … Changes apply differently to cards linked to both active and disabled units, compared to cards linked
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These Cards are no longer part of the Card List and they are automatically moved to Obsolete Cards screen … Note: Void cards will be included in the Document Index with the exception of Z State Cards (NULL Cards … to "Show Cards in All States" and "Show Obsolete Cards in Index".
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Library Card by ID Upload File Get File Status Library Card Data by Card ID Add Library Card Update … Available Calls Cards Cards Modified After Date Get File List by PO number List by SO number Card Data … Upload file to card (check status) Upload file to card (log by date) Get Library Card Status Disable
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cards. … )
Do NOT create a new card – update existing card to new reference
KEEP document numbers
KEEP … A new card is created for the new reference (NEW number, COPY ALL HISTORY to this new card)
Link created
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Last Updated: 09/16/2024 in Articles Projects SDI Reports
For more information on Locking Cards or to Lock the Cards manually click here. … Locked Cards
Submitting the SDI Report through DocBoss will lock all cards on a project. … If the card gets returned (or marked) a complete (approved) status, the card becomes locked, the re-gen
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Last Updated: 09/16/2024 in FAQ General FAQ
In card list, check the "Same Doc (except tag)" field for all cards with attached cards (where only the … We want to preserve EVERY card.
Accept all card unit to changes. … For all obsolete cards, make decision if cards should be reattached. i.e.
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Last Updated: 08/01/2024 in Release Notes Older Releases
list of an Auto-Generated cards, you can now convert the card into a manual card and make the required … Manual Cards for Tagged Equipment
Add Manual cards (link to either major tags or tagged equipment) … Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes
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On the Card List the Due Dates of individual cards can be manually updated in Due to Customer column … want to change To select many cards at once, filter for all the cards which require the date changed … to set or update the due date and the expected dates of multiple cards at once: - Select all cards you
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The card is "MANUAL". … The card is complete In this case, the completed card should not be overwritten. 3. … icon prompting the selection of one or more cards.
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In the case that the Card List is built entirely with manual cards, setting the compilation level to … To begin, navigate to Project Menu > Cards > Code List . … This pop-up is where you will select the cards that need to be re-generated.
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If it is required to re-submit a completed card to the customer, first the status of the cards should … assigned file with the most recent one but the status of the card will remain unchanged. … it is marked as complete: Once a card it is marked as complete, there is no further workflow expected
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For more information on the impact of the TOC/Bookmark pattern for cards, see this article: Sort Cards … : Depth of TOC = 3, Depth of TOC numbering = 2, Start of TOC numbering = 1 TOC/Bookmark pattern for cards … Depth of TOC = 2, Depth of TOC numbering = 2, Start of TOC numbering = 1 TOC/Bookmark pattern for cards
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This option allows you to take a file from the card history and place it as the current file on a card … For more information on Card History, see our article here . … history and place it as the current file and data on a card.
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Last Updated: 04/17/2025 in Articles Projects Workflow Stages
When a document is assigned to a card using this stage list, the card will auto-complete upon upload … When a document is assigned to a card using this stage list, the card will be queued for submittal to … IFI (No Return) Use this stage list for cards that are being sent for information only.
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Last Updated: 09/16/2024 in Articles Projects SDI Reports
Show Manual Codes w/o cards. … Show Cards in All States (except Z) - To show every card which was previously reported to exist, but … This will show all cards except those which are selected as not required on the card list.
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Menu > Cards > Card List). 2) Drag and drop the zip file directly onto the appropriate card. 3) Select … via the Card List. … To attach a zip folder directly onto a card, follow the steps below: 1) Navigate to the card list (Project
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You can test the cover page for any card.
First navigate to the card history screen. … You can do this by clicking the history icon in the tools column of the card list for any specific card … Its nice to open a few cards with different tag lists - ideally a card which has lots of tags to see
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Edit Card This is the ability to Edit the card in its current status. … Move the active file to a different card This will remove the active file and the history from this card … The history of all cards is actively captured in DocBoss.
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Submittals per card:
Total # Documents OUT / Total number of cards submitted
e.g. … If only one card was transmitted, but that card was sent 5 times, the result would be 5/1 = 5
Average … A card can be submitted many times.
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Last Updated: 08/01/2024 in Release Notes Older Releases
Card List
Add warning to card (color the row) when action due date is after card due date. … On CSV upload - identify card rows by Supplier Doc No (and card ID) to avoid duplication of cards. … card fields, as well as equipment line number lists as columns in the assign card grid.