Initiate a Management of Change workflow for check-out operation

You can use Management of Change to supervise the checkout and checkin operations.
Prerequisites
  • You must have the
    CheckOut - CheckIn
     permission for the asset.
  • The
    CheckOut does not require MoC workflow
     permission is denied.
  • Administrator has configured electronic workflow rules for the application.
To initiate a Management of Change workflow for check-out operation
  1. In the asset tree, select the asset containing the files.
    Once you select an asset in the asset tree, you can also select the file to check out on the
    Archive
    tab.
  2. On the
    Archive
    tab, select
    Check Out
    .
    TIP:
    You can also right-click an asset in the asset tree (or a file on the
    Archive
    tab after you select an asset in the asset tree) and select
    Check Out
    .
  3. In the
    Check Out Request
    dialog, enter the reason for checkout.
    MoC check out form
  4. Select
    Submit
    .
    MoC submitted form
  5. (optional) To reset the file's and binder's status, select
    Unblock Workflow
    .
    You must have the
    Unblock MoC workflow
     permission.
    MoC block checkout
    TIP:
    • Other users cannot perform check-out until the submitted request is approved or rejected, or
      Unblock Workflow
       is used.
    • After the request is approved by Management of Change administrators, you can do the following steps.
  6. On the
    Archive
    tab, select
    Check Out
    .
  7. Complete the
    Check out
     dialog.
    Check Out dialog
  8. Click
    OK
    .
    A check mark next to the file or binder in the
    Archive
    tab indicates that the item is checked out. The location and the action statuses of the checked out item is also shown on the
    Archive
    tab.
    MoC check out complete
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