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Proper use of document check-out

Last post 09-23-2008 9:36 AM by Steve Thompson. 1 replies.
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  • 09-23-2008 7:53 AM

    Proper use of document check-out

    Please advise on proper use of the "Check-out" function. "Check-out and Download" works as expected, but I don't understand "Check-out". If I select the "Check-out" action for a document, a screen loads that gives the user the option to "Check-out" or "Check-out and Download".

    1. Why would a user only "Check-out" a document? It doesn't appear to download or do anything other than flag the file as checked out. A SWAG is that, perhaps, a user may want to prevent others from changing the document for a certain period of time--say, during a requirements freeze.
    2. If that's plausible, how does one "Check-in Document"? The system requires a file be uploaded in order to check-in.

    Thanks.

  • 09-23-2008 9:36 AM In reply to

    Re: Proper use of document check-out

    Fundamentally Daptiv's documents application is simply a storage facility for housing files which means that users must take a copy of the file from Daptiv and optionally put a revised copy back in.  The documents themselves are never modified/edited on the fly within Daptiv, it always relies on the user's computer appliation (Word, Excel, PowerPoint etc...) to do the management of the file content.

    So:

    If I am going to revise a project document that 10 other project members also have access to, I am going to let them know I am doing work on it by checking it out - which flags it as being revised.  This gives me an option to lock or unlock the document during its checked out stage.

    • If I lock the document, other project members can see that it is being worked on but can not download their own copy until I return it. 
    • If I leave it unlocked, they may download the document but they can not upload a revised version over the top of the one I have checked out. 

    Then - because I may not have a copy of this document already on my computer I can choose "Check out and download".  If I know I have a copy on my computer to work with, then I can simply choose "Check Out".  Either option sets that flag as noted above.

    You are pretty much correct on your point #1.

    When you are finished revising the document, the "Check In" feature needs to get your revised document off of your computer and put a copy of it into Daptiv.  Remember, the Daptiv Documents application is a storage facility, it has the OLD version sitting there, and you are checking in or uploading (they mean the same thing) a new version over the top of the old one. 


    Steve Thompson | Solutions Consultant
    Daptiv


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