On the Card to Unit Changes screen, there are three options which users may select from to move cards out of this stage. These options are listed to the bottom right of the grid (for bulk processing) and are also available under the Tools column (for individual processing).
1. Update EqList; keep current status – The system will simply replace the old TagSet with the new TagSet. No changes will be made to the status of the card, it will not be queued for resubmission, and the customer will not be notified of the change. Use this option to acknowledge the change in the Equipment List without taking any additional action regarding the change.
Please note: when generating compilations, DocBoss uses the most recent file on each card. If updates to equipment need to be reflected on a card’s cover page, a new submittal must be made. (To update the cover page without resending the document to the customer, make a submittal and then auto-reclaim it.)
2. Update EqList; set to X – This option resets the existing card to X status and queues the card for resubmission. Use this option if you want to re-issue the document with the current (new) TagSet.
3. Split cards – This option leaves the original card as is and creates a duplicate card (sheet) with the new TagSet. The new card will include the document from the original card, but will have a new document number.
Please note: for Order level documents, changes to any tag will push documents into the revision area. Generally, it is best to use Update EqList; keep current status in these cases.
To process cards in bulk, select the checkbox on the left side of the grid for each applicable card, then select one of the options below the grid to apply the action to the selected cards.
To process cards individually, select the appropriate icon under the Tools column in the row for that card. Hovering over an icon will display its name.
Please note: not all actions are applicable to each card. Only the actions available for processing a given card will be shown in its Tools column.