
How To Set Up A List With DocBoss
This article provides steps to set up “Lists”. Using a list takes out any risk of typos as it gives…
Are you a welder who works with weld logs and certificates that are provided to customers at the end of projects?
DocBoss can help you create a weld log and generate required weld certification packages.
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quality packages.
Or you can prepare separate packages for the certs/procedures with the cross references to all tags.
Create “Weld Log” additional data type, and then add enable the following columns.
Upload data for each weld.
Add a code for weld certificates
and weld procedures
ALSO: Ensure you have a code for “Weld Certs/Procedure Package”.
Link required file from library. All welder certs and weld procedures should be in the library.
Note: If you have uploaded the welder certificates to the library using the same convention (welder initials + weld type), you can auto-fill the cards on the project.
Create a compilation called “Weld packages” (or simply add the codes to your quality packages as described here)
Add the codes for certs and procedures
Edit the Bookmark TOC pattern to <DocCode>: <test_list> for Dwg/Welds <combo dwg+weldID_list>
Link compilation to the compilation code on code list, and generate.
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