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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

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

Available Calls Cards (Documents) Card Data by Card ID Cards Modified After Date Get File … Library Card Data by Card ID Search Library Cards Update Library Card by ID Upload File … Disable Library Card by ID Get File Status Get Library Card Status Get Library Folders

to the selected cards … TOC/Bookmark pattern for cards This pattern will define the general output for cards But inside the … structure, the general pattern can be edited for specific cards Result New card pattern will be added

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.

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

If it is required to re-submit a completed card to the customer, first the status of the cards should … it is marked as complete: Once a card it is marked as complete, there is no further workflow … assigned file with the most recent one but the status of the card will remain unchanged.

And even if the Card List has been built entirely with manual cards it is important to use auto-generated … There is also the option to choose manual cards for compilations. … that all cards have been included in the applicable Major Tag compilation.

- Select all cards you want to change - To select many cards at once, filter for all the cards … On the Card List the Due Dates of individual cards can be updated in Due to Customer column by clicking … into each row: Setting due dates & expected dates to multiple cards On the Card List is

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.

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.

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.

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.

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.

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

and leave the cards as they are. … will get a warning telling you how many cards aren't completed. … If all cards are in a status complete - Great! The project will be Completed.

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.

to card   call. … The Overdue Cards Report Overdue cards report format changed from html to xlsx. … Card List New Look for Card List Filters: filters and filter sets on this screen have been adjusted

c,d,e in from internal 2022-07-04 cards c,d,e out to customer (statuses recorded) 2022-07-05 cards a … ,b,e in from customer (statuses recorded) 2022-07-07 cards a,b in from internal 2022-07-08 cards a,b … It also lets the statuses flow correctly i.e. 2022-07-01 cards a,b,c in from internal 2022-07-01 cards

Cards: https://vimeo.com/410162006 How to: enable manual cards, add individual manual cards, and … , enable custom card fields on a project, and view custom card fields in the Code List and Card List … as unrequired in the Card List and automatically set cards as unrequired with a query 5 - Manual