DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
- The card has been submitted to the customer (tracked separately also)
- A system generated INDEX has been submitted to the customer
- A user has manually locked the cards by clicking on the lock icon beside the project name
Below is a list of the default values. This list is configurable by going to the setup / card state grid on the project, you can also set state values on the Companies.
NOTE: The description column defines specific system actions/occurrences. They are not editable. The state value column is editable. Also – you MAY use the same state for multiple lines if you do not want to track the distinction.
Within the project:
Within the Companies profile:
Below is a description of the actions required to move a card into any of the states you see above.
Statuses related to VOID:
- Default C (for Cancelled)
- The card was required.
- Then card was locked (but NOT submitted).
- Then card changed to not required.
- Default V (for Void)
- Card was required
- Card was locked (AND submitted to customer)
- Then card changed to not required
Statuses related to SUPERSEDE or MERGE then VOID:
- Default SC (for Superseded and Cancelled):
- Document is required
- Card is locked (but NOT submitted to customer)
- Card was merged into another card
- Default S (for Superseded):
- Document is required
- Card is locked (AND was submitted to customer)
- Card was merged into another card
Other:
- Default A (for Active)
- The card is required for the project and does not meet any of the other conditions.
- Can be locked or unlocked
- Default Z:
- Card is not required
- Card is not locked