
Manage Users Within DocBoss
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users…
If a user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added blank.
If no information is entered for a sub-unit in any line, DocBoss will not try to add a sub-unit from those cells.
For example, in the image below, not all sub-units are included on the order.
However, for each unit and sub-unit that is included, the file will upload correctly as long as the columns are set up properly and the required fields, highlighted here in yellow, are complete (or can be inherited) for each piece of equipment that is on the list.
When splitting the line numbers, DocBoss will leave gaps in sub-line sequencing for missing units. This is done so that if these units are later added to the order, there is a line number available for them that is consistent with the rest of the numbering in the equipment list.
For example, the file above imports into DocBoss as follows:
Note the effects of the missing units on the imported data:
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