Do You Work With Cards? Here’s How DocBoss Helps

by | Dec 10, 2021 | Document Control

Manual Cards for Tagged Equipment

Add Manual cards (link to either major tags or tagged equipment)

Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the Major Tags module, but now – users can create manual cards using the units from the tagged equipment list.

This was a debated option within DocBoss, as the manual cards circumvent the structure imposed by Auto-Generation. As a result, you must enable the option to create manual cards on the admin menu, as well as the main setup screen of the project.

Click here to add manual cards for equipment units.

Edit tag list on auto-generated cards

If you find yourself in a position of needing to edit the tag list of an Auto-Generated cards, you can now convert the card into a manual card and make the required edits. All data will be transferred to the manual card including all history, files, numbers, title, etc. The original auto-generated card will continue to exist but it will fade into the background (it will be marked as not required).

Working with Cards

Change the stage list from the assign screen

We have built an entirely new interface to allow users to see and change the stage data while assigning a card.Users no longer have to create the stage list prior to editing, and they can edit directly on the card while assigning.

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  1. The name of the stage list
  2. The option to edit the stage list directly
  3. Box for each stage, with the abbreviation and target. If you scroll over, more detail will appear.

On Edit:

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  1. This marker identifies the current stage. If you want to change the stage, move this.
  2. Edit the details of the stage
  3. The stage library (available in admin>stages>library) is a list of pre-defined stages you can drag into your existing stage list.
  4. the three dots allow you to change the order of the stages.
  5. the user can add a NEW stage y clicking this button
  6. Action – choose whether you want to apply these stage ONLY to this one card, or apply the changes to other cards. Note that the other cards must have the same original stage list, and be in the same current stage.

Click here to learn more.

Working with Cards

Uploading obsolete cards

There are some occasions when an old document must be uploaded to the system, but the card has become obsolete. We now allow users to upload documents to obsolete cards.

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Set the supplier for any given card

There are times when a card is linked to units from more than one supplier. You may now choose a sub-supplier overwrite value which will be used in reports.

If this piques your interest, drop us a line and let us know how we can help. We can set up a free online demo for you and your document control staff to show you more.