Search results...

edit form (Project Menu > Cards > Card List > Tools > Edit) and the Outstanding Actions form   (Project … Once the temporary card is approved by the stage target (e.g., customer), the temporary and active cards … Selecting equipment unit(s) for manual cards: Linking equipment units to manual cards is now easier than

If a new document is received for a card which is already considered internally approved, the card can … Restarting the internal approval workflow can be done on individual cards or on multiple cards via bulk … Restart on individual cards When a file assigned to an internally approved card via individual assignment

of an Auto-Generated cards, you can now convert the card into a manual card and make the required edits … 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, and

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

) Card list queries Set up logic to tell DocBoss which cards are required and which are not Card to unit … Manage and restore deleted manual cards or auto generated cards which have had their linked equipment … Card history Understand the way DocBoss tracks card history (for troubleshooting and revisions, if needed

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.

Adding/Editing Library Card Fields From the System Menu, select Admin > Customization > Library Card … Fields  to access the library card field list. … For more information about adding/editing Library Card fields, see this article .

Cards awaiting first issue (NULL cards) Cards that have not yet had a file submitted show the Due to … the card has a routing. … These cards appear in the expediting report that matches their current location.

Steps: Open the card history of each impacted card to revert to the history entry before the card was … status list is entered and each status is defined as either "complete" or "incomplete" to indicate cards … which require further action, and cards where no further action is required (see article: Company Status

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.

to the appropriate card. … Process In bulk Select multiple cards from the grid Drag and drop the cards into the "Process In Bulk … Process individually Select the applicable card from the grid Drag and drop the cards into the "Process

From Card List To regenerate the compilation from the card list, navigate to Project Menu > Cards > Card … The card is "MANUAL". … The card is complete In this case, the completed card should not be overwritten. 3.

User must now select: Keep (with current status) Do NOT create a new card – update existing card to new … A new card is created for the new reference (NEW number, NO history) Link created to link the old card … VOID Original card goes to obsolete.

Each cards move with the package: When the package card moves forward to a later stage, the cards sitting … once (from the card list) by selecting the cards and choosing the option under "More Actions". … User Interface Revert card list grid layout:  Prefer to see a longer card/code list grid?

To set headers/footers per card, follow these steps: 1. Select each card from the card list 2. … Headers/footers can be manually applied to individual cards on the card list. … /footers are re-applied on the card list, or (b) the card is submitted with the "Add Header/Footer" option

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.

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.

Library Card by ID Upload File Get File Status Library Card Data by Card ID Add Library Card Update Library … 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 Delete

With this information, the card list can be reviewed and any outstanding cards can be completed. … If all cards are in a complete status, the project will be completed. … will appear indicating the number of cards that are not completed.

It also lets the statuses flow correctly i.e. 2022-07-01 cards a,b,c in from internal 2022-07-01 cards … 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