by Carl Mueller | Jan 13, 2023 | Product Tips & Tricks
Are you looking to set up a project from scratch inside DocBoss and want some advice on how to get started? The following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and...
by Carl Mueller | Aug 26, 2022 | Product Tips & Tricks
Can you monitor every concurrent EPC project you having running at any given time to check on the progress? With DocBoss, this is easily available through the project dashboard. The project dashboard displays summary information for every project in the system. Note...
by Brad Bowyer | May 20, 2022 | Product Tips & Tricks
To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...
by Carl Mueller | May 3, 2022 | Document Control
The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use...
by Carl Mueller | Jan 11, 2022 | Document Control
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
