Updated Articles

  1. Compilations per Major Tag (Manual Level)

    The compilations system is built around auto-generated cards (using levels to connect all the data). If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...
  2. Change Compilation Level

    Compilations can be auto-generated per any equipment field by selecting a level for each doc code on Code List (Requirements) grid. For instructions on how to set a level, see our article here. Once the level is set, the compil...
  3. Stage List Workflow (Example)

    To provide an overview of the  stage list  workflow, a common scenario is outlined below. A common scenario is as follows: 1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custome...
  4. Add Stage(s) to Stage List

    After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article:  Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
  5. Update/Change Stage List Mid-Project

    If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
  6. Stages Library

    The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists. To acc...
  7. Modify Stages from Edit/Assign Screen

    When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form.  The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
  8. Set Custom Revision Numbers (Per Stage)

    Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manu...
  9. System Default Stage Lists

    By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...
  10. Assign Stage List to Doc Code

    After adding stages to a stage list, the list can be assigned to one or more doc codes. To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List.  If you are looking to change an active stage list mid-project, see our su...