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DocBoss can use your traceability information to create MTR packages. The decision on which method will depend on the type of management you are doing.
I am a Fabricator / Manufacturer
You purchase secondary steel (bars, plates etc) ...
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon.
For multiple pieces of equipment, you can select them using the select boxes then click Disable S...
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On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option.
Once added, the new tab becomes available to assign display columns.
If you have major tags enabled, you may choose to link the...
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The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below.
No option to enable horizontal upload on CSV import
Horizontal layout is only av...
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Navigate to the Equipment List
Equipment (with related tags) must be entered into DocBoss to enable card creation.
Navigate to Equipment List
Project Hub > Equipment: Equipment List
Select Tagged Eq...
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Turn Around Days
Navigate to your project > Main > scroll down to Settings
Here you can enter the default amount of Turn Around working days.
Acme (Customer) Turn Around days - are how many working days your Customer will have to r...
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date indicated in Main.
This can be changed from the Code List using reference date and delivery days columns o...
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Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer.
When enabled...
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Temporary cards
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments...