Check data in and out

The Check In and Check Out feature helps you author instructions within a multi-user environment by ensuring only one user can edit data at once. When you check out data at an assembly level, the checkout locks the data so other users cannot modify it.

Note:

You must have write access to check out data and edit it.

  1. Open a work package that contains processes and operations.

    If you attempt to load data that is checked out, an indication displays at the top of the screen, and lists the user to whom the data is checked out. You can check out the data after the user checks it in.

  2. Select the object you want to check out.

  3. Click Check out .

    Work Instructions Authoring performs a recursive checkout. All items within the assembly are checked out, and Work Instructions Authoring locks the data so that other users cannot edit it.

    Note:

    If any part of the data you want to work with is checked out, Work Instructions Authoring displays a message and cancels the checkout action.

  4. Author work instructions and perform planning tasks as needed.

  5. Click Check in .

    Work Instructions Authoring checks in all items within the assembly, and unlocks the data so other users can access it.