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Users may now add manual cards to their projects, even when just using the tagged equipment units.
First - ensure the manual card module has been enabled on your project .
Add Cards
To add an individual card, click the + in...
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How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project. To do this, navigate to Project Menu > Set Up > Project Configuration . From the "Advanced" tab, expa...
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"Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card).
Sheet Adder is included in the internal document number but it can be removed from the Project Conf...
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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To add an additional unit type, navigate to the "Fields & Equipment Types" tab of the Project Configuration page. Expand the "Additional Unit Types" section and click the "+ Add" button. Once added, the new tab becomes available to enable eq...
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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Project Configuration Create "NDE log" as an Additional Data Type . Add columns
Drawing Number
Weld ID
*Test Type (MPI, Visual, Radiographic)
Test / Certificate number
Sub-Supplier (Fabricator)
COMBO level: Drawing Number + ...
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Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you sele...
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You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...