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When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot … Edit any manual cards so they are no longer linked to major tags (change to link to tagged equipment … Change all codes with level=major tag to a different level option (any cards with history will be moved

Uploading a new file to an already issued card If out with customer, the card will have a + status. … out with the customer: Mark “Show” button in Out of Workflow, and drag and drop the file into the Card … Now in Card History you will have X+, then 2+ (i.e. returned with comments), then X(+) (2 status will

Doc Code/Card Fields To add custom columns to your Code List/Card List. … There can be an unlimited amount of custom Doc Code/Card Fields set up in your system. … The Queries is a systematic calculation that is applied to define which cards are applicable.

Impact on the Card List All changes are automatically reflected in the Card List grid. … DocBoss now checks the status of any existing cards, and if any cards have been submitted out of the … If 4 tags, you will now see five different cards.

Code List (Requirements) X X X X Card List X X X X Card to Unit … Changes X X X X Obsolete Cards X X X X Request Cards from Supplier … X X X X Cards In/Out Incoming Documents X X X X Outgoing Submittals

To change the history entries navigate to the Card history by clicking on the History icon on the Card … Every submittal starts a Send/Receive pair which can be found in the Card History. … automatically but it can be changed manually if any history entry needs to be hidden or enabled on the Card

the File Name: 4531KR-MR-001-01- 0 to exactly match the card document number. … If the uploaded files don't match with any card, we show you an error in the top area of the matching … Testing bulk match parameters Select the info icon for the card you wish to test with.

Obsolete cards Added bulk process option to apply changes in bulk to obsolete cards If cards were … Cards which are eligible for this will be highlighted in green. … moved to Obsolete Cards in error (for example, if the doc code level was changed by accident), it is

If there is more than one Card created for the Compilation (i.e. … Navigate to Project Menu > Cards > Code List, and click Re-generate icon that appears under the Tools … Level was selected), once clicked on Re-generate a new pop will appear where can be selected only the Cards

They can also be assigned to individual doc codes or cards. … To get started, first create routing scenarios , then apply them to doc codes or cards . … document is being returned from (sub-supplier, internal, customer), for internal approval, for NULL cards

and download Key Metrics for both cards and outstanding actions. … Grids Key Metric grids are available for both cards and outstanding actions. … Range Setting and Display The data which appears on incomplete cards and actions can be modified

SDI Reports can be attached to each applicable card in card list … - If there is more than one card created for the SDI Report (i.e. tag level was selected), the … and they can be downloaded in the selected format (Excel/PDF or both) from documents column and the cards

Open the Action Card Click on the applicable card under the Card Name(Auto) column of the grid. … New File: this allows you to upload a new document to the card Review the details of the card … Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action

interface, our new Card List. … Also after a document has been assigned to a card, the card info slides in and give you the option to … Now you view and manage your cards from one single screen.

Card State (more info here) tracks whether a card is active, void, cancelled, superseded etc. … Card management Manually process obsolete cards In the obsolete grid, we have added an option to … "process" the cards which appear there.

Next, navigate to the Card List and click on the History icon. … This will put the card back to it's state before it was resubmitted. … Also double check that the cards status is now the approved status and that there are no routings set

need to re-issue the card to the customer. … Users may now append secondary codes to each card. 2. … We've added a "Show NULL only" option on the incoming cards grid.

be assigned to its own card. … DocBoss will then assign the library document to the card, and update the document card title to match … In this case – DocBoss will search all library document meta-data for the reference of the document card

on upload, and see the current status of the card. … to generate (or choose select all) Click to Start generation Note that by default, we hide the cards … stage, and they make a submittal, the system will now reset the due date for that card using the "deliver

To be able to see "Out of Workflow" Cards, click on “Show”. … *Note that the Card is already processed so it’s Out of Workflow. … For more information about accessing a cards history, click here.