What is a Stage (And How Can DocBoss Help)?

What is a Stage? Answer: The workflow of a document until it reaches a completed status.  A document may need multiple revisions/submissions, but once it has received the “complete” status from the customer (typically a 1 or a 4), the stage is considered complete....

What If Your Equipment List Has 2 Columns?

Working With Your Equipment List 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...

Key Terms In DocBoss Defined

With DocBoss, we use a number of words and definitions which you may also use for your document control work. It’s possible that some are slightly different from the terms you use so here’s an overview of terminology used by DocBoss. Key Terms  Code /...

Do You Use Document Control Checklists?

People who do not understand the full scope of document control (DC) may assume we just push documents through without looking at what we’re issuing. Even if we are not responsible for the content of the documents we issue, we are responsible for the quality of the...

How Can I Inherit Data With DocBoss?

Inherit data from Major Tag columns to Tagged Equipment units When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel).  For example: Add a “Product Group” equipment...

How Do You Add New Data Types To Projects?

EPC projects may involve numerous types of data and it can be difficult to keep track of and account for each if you’re using a manual system for document control. While DocBoss supports 3 types of units (Major Tags, Tagged Equipment and Steel), users can add...