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 Project Menu > Set Up > Main. In the bottom right, click the button to “Complete Project”. If all cards are in a complete status, the project will be completed. If any cards are not in a complete status...
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...
by Carl Mueller | Jan 7, 2022 | Document Control
To run an SDI report for multiple projects, you will need to have assigned the “Job” to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects to the...
