Working with Cards

Actions and Routing

• Bulk Assign and its impact on default routing
• Assign Internal (user) routings to NULL Cards
• Assign an Action
• Complete an outstanding action
• Outstanding Actions Grid
• Remove an Action

Create

• Create custom lists for use in custom fields
• How to upload multiple sheets for manual cards
• Copy a Card (Create Copy) or Create a New Sheet
• Creating Cards with Custom Equipment Lists
• Duplicating Codes: How and Why
• Doc Codes vs Cards

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Management

• Doc No. Pass-Through
• Cover Page and Stamp preference for each doc code
• Split a card (and split equipment list)
• Locking Cards
• Edit Cards via CSV file
• Edit the Routing of a Card

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Workflow and Stages

• Export Card History
• Reference Date Abbreviation Definitions
• Move history and active file to a different Card
• Document Workflow
• Document History
• Stage & Stage Lists

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