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(above card list grid), creating the card, and individually assigning the file to the new card.  … Scenario 2: Card does not exist Solution A: Create manual card directly from the submittal If a new card … Solution B: Create manual card from the card list If a new card is required and you'd prefer to create

Null cards When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario … Cards with a file attached If the action due dates of multiple cards (with different statuses) should … By default, both selected cards and NULL cards will have their due dates adjusted after saving, but the

a custom doc code/card field). … Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by … If grouping by major tag - Cards that are associated with all possible groupings will be added to a "

Avg days overdue (only for overdue docs): Days overdue / Cards overdue ** only for overdue cards ** Cards … 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

(e.g., card title, doc no.' … The cards included in the report will be those that are included after filtering the card list. … Intended purpose/use case: Downloading a snapshot of a filtered list of cards OR the cards selected by

Numbering for Split Cards Previously, if a card was split (from the card list or via card to unit changes … Card List Several updates and data pieces have been added to the card list. … the card is active or disabled.

Exclude cards in this stage from the overdue cards report:  If checked, cards in this stage will be excluded … cards will be merged together.  … This option is intended to be used with "each" cards in packages, where cards can be given a status individually

applied from the Card List . … Apply routing scenarios to cards If a routing scenario is only required for specific cards, it can be … After creating routing scenarios , users can apply them to doc codes or cards.

Card List and Multi-Project Card Report . … Stages New options for stage list Hide Cards in SDI : This will hide cards which use this stage list … Actions & Routing Action due date for NULL cards The method used to calculate due dates for NULL cards

All returned files from a customer shall be assigned to a card and processed with return status and routing … 1) send the file to a sub-supplier or to internal (if they are not DocBoss users), or (2) route the card … submitted, the system will await a return from the sub-supplier/internal source before queuing the card

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

Editing card data is only possible during file assignment (and they do not have the ability to edit cards … Upon assigning a file to a card, they will also have the ability to adjust the card data (from the assignment … outside of this context - e.g., from the card list).

More edit options for merged cards When users merge cards, it is now easier to modify the resulting cards … codes or cards. … User Interface Update grid on the card list The grid has been replaced on the card list.

Card list Setting cards as required/unrequired:  The option to set cards as required/unrequired manually … be updated for ALL cards. … , (4) Completed cards.

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

Auto-Defined (default) When using auto-generated cards, each card has a set of equipment linked to it … Order LEVEL Cards are "Auto-Overridden" For cards set to the ORDER level, DocBoss automatically sets … When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search

" column on the card list. … Equipment no. for major tag/order levels: Default for order-level doc codes and manual cards linked via … To make the adjustment, navigate to Project Menu > Cards > Code List and from the "Eq#" column, select

Then - Set levels to generate the list of cards. - Go to card list, and compare the results (qty of docs … PRO: + Very quick to setup. + No matching of auto generated cards to customer cards + No manipulation … IFA/IFC for drawings. + Allows you to manage sub cards.

Some of the default routing which can be applied by DocBoss is applied in the background (when card changes … bulk assign on default routing options: Doc Code Routing (for NULL status) This is applied only when cards … If you are completing one stage, and the NEXT stage has internal routing, then YES, the card will get

From the Card List To reset the status, navigate to Project Menu > Cards > Card List  and click the pencil … From Outstanding Actions If a completed card is routed for review and the card needs to be resubmitted … Keep in mind that the completed card will be considered "Out of Workflow".