-
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...
-
The Add Doc Code to Project call can be used to add doc codes to the code list on a pre-existing project in DocBoss. The doc codes than can be added must already exist on the company doc code list selected for use on the project. New doc co...
-
After creating routing scenarios , users can apply them to doc codes or cards. Apply routing scenarios to doc codes (individual) If a routing scenario is available to use on a project already, select it from the Routing Scenario dropdown a...
-
The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returni...
-
Add customer approval status lists (or internal lists to track customer approval statuses).
-
Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
-
Overview of the available options for organizing and structuring a compilation.
-
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...
-
Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewhat ...
-
Add sub-suppliers, customers, and end users.