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Index

 

Speaking of Viewing Documents in Check out...

The Documents option in Check out shows all documents in which the user performed Check out.

Check out is the routine executed by the user to transfer a document to his/her personal folder, preventing other users from editing the document while his/her modifications are not applied.

Check In is the routine executed by the user to re-post the document back into its source folder. The Check In can only be performed for documents which are in Check Out.

 

LEARN MORE

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Basic Path

 

01. From the main menu, click Task Central.

02. Click on the Documents tab in Check out.

Click here for more details on Check out and Check in procedures.

03. Select the document to be viewed. To open, click on its code.

04. To view the posted document, select View Document in the checkbox located on the upper right corner.

05. Select View Properties to view the properties of the posted document and the respective approval history.

The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

06. To view social information for the posted document, select Social Information.

The social information screen shows information such as comments in the document, users that support the document, and sharing status. 

 

Performing Check in

 

01. To perform the Check in for a document, select the Check in option in the checkbox located on the upper right corner.

02. Select the Details tab in Check in.

03. Enter a comment.

04. Define the version control.

05. Enter version/review description.

06. Select the Approval tab.

07. Configure the document’s approval.

Click here for more details on how to configure document approval. 

08. Click Confirm.

 

Alternative Path(s)

 

Cancel Check out

 

01. Select the Task Central feature in the main menu.

02. Go to Documents in Check out.

03. Select the document to be viewed. Click on the respective code to open the document.

04. To cancel the document’s Check out, select Cancel Check out on the checkbox located on the upper right corner.

05. Click Confirm.

 

Edit Document in Check out

 

01. Select the Task Central feature in the main menu.

02. Select Documents in Check out.

03. Select the document to be viewed. Click on the Edit icon next to the respective code to edit the document.

Click here for more details on editing documents. 

 

 

Attention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

 

 

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