This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Checking out a revision file

To prevent other users from modifying the same file you're working with, you should check out (rather than copy) the revision file.

You can only check out files that are attached to pending revisions. These files may be newly-added to the current revision, or were copied forward from the previously-released revision.

When you check the file out from the data library, the system first copies the file to your computer, and then locks the library file from further checkouts (other users can still view or copy the file).

1. Open the item record that contains the revision file and, if necessary, select the pending revision from the status bar dropdown.

2. Select the item window's Files tab, then select the Revision Files tab.

3. Unlock the item window by pressing the F2 key.

4. Select the file that you want to check out by clicking on the filename.

5. From the Tools menu, select the command Files | Check Out and Lock... (or the similar command on the file's context menu) to open the Check File Out of Library dialog. Navigate to the folder where you want to save the file, and click the Save button.

6. Lock the window (F2 key) to update the file's check-out details.

   On the item window's Files tab, select Views | Detail to show your name and the current date/time.

1016

Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.