Check Out/Check In, found under the Drawings menu, is designed to allow users to share and make changes to both drawings and data in an orderly manner. It prevents the duplication and confusion that can result when more than one user makes a change to the same drawing and/or its data.

Master Project vs. Checked-Out Project - When drawings are checked out, a new Project is made and given a new name. Only copies of the drawings specified are placed in the new project. The copied drawings are marked as Checked Out drawings in the Master Project. The drawings remain in the master project, but are available for read only until Check-In of the copies.

Process - OnRequest™ automatically keeps track of both the drawings that have been checked out and the names of the users who have checked the drawings out from the Master Project. OnRequest™ will not allow changes to the master copies of drawings or the data associated with the master copies until the checked out copy has been checked back in. Master copies of drawings that have been checked out are available to other users on a read-only basis until the drawings have been checked back in. A drawing can be checked out to a local hard drive, a diskette or a network.

A checked out drawing and its data can be updated and will then be checked back into the Master Project.

The Check out process Step One (windows depicted):

• Specify the destination of the check out project
• Enter the name of the Check out

The Check Out Process Step Two:

• Select the drawing(s) to be checked out by clicking on the drawing name. Multiple selections can be chosen with the control key depressed while selecting. In this example, Hintgen ES has been selected for Update privileges.
• Specify whether the check out will be For Update or Read Only.
• You may elect to stay in the master project or if this box is checked, you will be switched to the checked out project when the Do It box is selected. The default is "switch."

Tips:

• Be careful when you specify the destination of the checked out project.
• Checkouts that are Read-only do not have to be checked back into the project. They can be used for running reports and exporting data but cannot be used for any changes.
• When checking in a For update drawing, you will be prompted for save or delete of the checked out project. It is recommended you specify delete for the checked-out project after check-in of the drawings. If this procedure is not used, you will find it difficult to control project administration because you have multiple copies of checked-out drawings.