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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.

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

- 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

card). … Assign returned package to the package card Follow the normal steps to bring the package card into … After the unpack, you can assign non-card segments to back into existing cards.

If a card is created as a major tag card you can now change it to link to minor equipment (and vice … Bulk delete: You may now bulk delete manual cards and major tags from their respective grids. … versa) Select Stage List from Card Edit/Assign Screen To date, users could edit the stage

Card List > Other Actions. … See Create Cards and Match for details. … Updated UI: the interface for adding new library cards and editing/assigning files to existing cards,

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.

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.

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

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.

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

the file to a new card. this is the only option if there has been actions against the card since the … If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen … These actions will put the document BACK into the Unassigned tab, where you can again drag it onto the card

It is often useful to identify which cards have changed when resubmitting a package or compilation … With a revision index page, DocBoss will check each card included in the package/compilation. … If the card has changed (identified by a change to its revision number), DocBoss will mark it in a grid

each file to the appropriate card. … Card Name (Auto) which is always "code_reference" (e.g. … Instead of users individually dragging files into each card, DocBoss will attempt to automatically match

Navigate to the card list for any project, select the card you want to include in the export and click … via the Bulk Doc Download button on the card list. … Current Files from a Single Project Users can extract the most recent file from multiple cards