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How To Edit the Default Overdue Cards Report
The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format…
In DocBoss, expediting enables you to send reports to customers, sub-suppliers, and users listing coming due/overdue documents.
This article explains how to easily set up expediting reports to keep an eye on all active projects while ensuring they remain on time and budget. This will keep your EPC customers happy and reduce the chance of holdbacks, among other benefits.
Where to find?
These settings are inside each project in the Setup > Expediting Settings area.
Target and Recipients
Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). They must also select a report format (html or Excel).
As selections are made, additional grids will appear showing the actual companies to expedite.
You must:
1: Ensure the company is enabled.
2: Click the tools icon to create/select the distribution list for the recipients
Note: The list of supplier is pulled from the equipment list, major tags, and any cards with a manually defined sub-supplier override.
Cards Grouping / Sorting
Users can decide how the expediting report will appear to customers with the options in this section. Note that the report layouts are only configurable with these options – they have fixed layouts and are not (currently) individually customizable (columns, spacing etc).
Examples:
By Sent Submittal
By Due Date
By Document Code
Email Template Selection
Email templates can be selected for each project, for each target. The are created in the admin templates area. The default values are defined in the admin area also.
To edit or create a new email template follow the steps from article: Create a New Email Template
Report Template Format
The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for “Expedite” in the PDF/CSV/XLS templates grid.)
The variables used for this report can be found on the “TYPE=Reports” tab of the template variables instructions sheet.
