Check Out - Check In

For a user to be able to work on a file or record, the record must be Checked Out to that user.

 

Check Out

1. Right click in a record and select Check Out. Check Out will only be available if the record is in a state which allows this action.

 

See Lifecycle States

• Do not change Revision

  This option will only be available to users who have been granted this additional permission by the System Administrator.

   

  Selecting this option will keep the record at it's current revision, regardless of any changes made.

 

2. To confirm this action click Ok.

 

The record status icon will now change to , which reflects that the record is checked out to the current user on their current machine. If is displayed, it reflects that the record is checked out my the current user, but on a different machine.

 

All other users will see , to reflect that the record is checked out, but by another user.

 

See Lifecycle States

 

 

Check In

1. Right click in a record and select Check In. Check In will only be available if the record is currently checked out to the current user.

 

See Lifecycle States

 

2. To confirm this action click Ok.

 

The record status icon will now change to , which reflects that the record is checked in and now available for use by all uses who have the required permissions.

 

See Lifecycle States