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Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
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There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card.
e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...
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When working with card history, you will notice two options to reverting a file.
The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable.
If the card is in an Outbound Workflo...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project).
DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.
Step 1 - Ensure Doc Code is set to Type = SDI Report
Navigate to Code List (Requirements)
On the Doc Code fo...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
Sometimes we are trying to generate a document index by equipment:
This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code.
List of equipment units
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