In DocBoss, a card is linked to every piece of equipment at the order level. As we’ll see below you can lock a card for a specific reason if the need arises.
Below is how and why you might do this.
What is a Card?
Cards are essentially placeholders for the actual documents. Like a file folder, if you will. It contains all of the history and revisions of a particular document, as well as the most current version of the document and it’s metadata.
Doc Codes are the “Type” of documents you’ll be expecting to receive on a project, once you set the level indicating how many of each type of document on the doc code (for example order level means you’re expecting only one document/card for the entire order/project), DocBoss can then create the correct amount of cards. You will then upload the actual document onto the card.
Doc Code = “Type” of document
Doc Card = “placeholder” for the actual document (starting as a placeholder until doc is uploaded. Once a doc is uploaded all the history of that document will live on the card).
With that in mind, let’s look closer at locking a card and why you’d do it.
What Does Locking Cards do?
Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered.
Is a Card Locked?
There is a column on the Card List that displays if a card is Locked.
How do Cards get locked?
Transmitting a Card
If you submit a card it automatically becomes locked. DocBoss starts tracking the state of this card and if Bulk Re-Numbering is reset on the project this card will not be included. The numbering will remain as assigned.
Transmitting an SDI Report
Submitting the SDI Report through DocBoss will lock all cards on a project. This assumes, that the customer is expecting all cards as listed and therefore DocBoss starts to track the state of each card. If for example, there is something you have listed then it becomes N/A, (even though you have never submitted it) having the card locked will allow you to still display that entry in the SDI Report.
Manually Locking Cards
If you have a new project and you want to lock the cards without submitting an SDI Report you can do so manually.
Project List Drop Down > Lock All Cards
This same process would allow you to un-lock those cards. (Click the Project List Drop Down) You will see “Unlock Cards” BUT you can only un-lock cards that have been manually locked, that have not been issued on a submittal nor have been included as an entry on an SDI Report that has been submitted through DocBoss.
If there are no cards that are available to un-lock you will see “All Cards Locked.”