Managing Packages Within DocBoss (Submittals)

In DocBoss, a package is all the information that you will submit to a customer at the end of a project. So all drawings, cover pages, test results and anything else they require, all packaged up into one submittal or compilation or whatever you choose to call it.

In DocBoss, you can customize your packages any way that your EPC customer requires.

In fact, you may face the situation where you have to resubmit a package to your customer when a change(s) in the documentation is made. Below we’ll discuss how that is done.

Add a revision index to packages

It is often useful to identify which cards have changed when resubmitting a package to your customer. With a revision index page, DocBoss will check each card included in the package. If the card has changed (identified by a change to its revision number), DocBoss will mark it in a grid.

Click here for more information.

Check for active files before auto-changing stage

By default, when creating a package for any given code, DocBoss sets the stage list for the original “Each” codes to “Hide from Customer”. DocBoss now checks the status of any existing cards, and if any cards have been submitted out of the system, the user may choose to keep the original stage on the code.