Index
Speaking of checking in a document...
Check in is the routine used to repost the document in its source folder, it has been checked out and had its contents edited. You can only check in a document that has been checked out.
After the check in is confirmed for a document that has approval criteria, it is first sent for approval, and only after being approved it is posted in its source location.
Check in a document
01. After you finish making changes to the document that has been checked out, go to the My Documents folder, then to the Check out folder.
02. Find the document that you wish to check in.
03. Click on Document check in, next to the document name.
This option is only presented if the user has modify or total permission.
04. Define the requested information in the window that appears.
Comment
Detailed description of the changes made to the document that will be checked in. The field is mandatory. The comment displayed is the one that was inserted when checking out the document and is temporary, i.e., it will only exist during the life cycle of the check out. When the document check in process takes effect, the comment is deleted.
Version control
Version control method applied to the document. The available options are:
• New review: when selected, this option determines that all changes made will result in a new reviewed version of the current document. It is normally used when the document has a slight change.
• New version: when selected, this option determines that all changes made will result in a new document version. It is normally used when the document has a substantial change in content.
• Maintain version: when selected, this option determines that the current document version will be maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document's previous content continue to be displayed until the new version/review is approved.
Version/review description
Description of the new version or review to be applied to the document.
05. Click on the Approval tab to add or edit the approval criteria for the document.
06. Define the approval criteria for the document, if you wish.
For detailed information about the procedure, see Platform ❙ Define approval criteria for folder or document.
07. Click on Confirm.
When confirming the check in, the document is deleted from the Check out folder and sent for approval – in case of approval criteria defined for the document – and subsequently posted in its source directory, updating or not the version/review of the document, considering the configurations set in the Version control field.
Attention!
This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.
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