FactoryTalk AssetCentre Desktop Client Help

Check out files and binders

Before modifying any file or binder stored in Archive
, you must retrieve a copy of the file or binder to the current working folder on your computer. Retrieving a file or binder and making it available for editing is called checking out. Only one user at a time can check out a file or binder. If a file or binder is checked out by another user, you must wait until that user checks it in before you can check it out and edit it. However, you can get a file or binder that is checked out by another user so that you can view it in your project.

If you check out an asset, you automatically check out all files and binders within the asset. Checking out a binder checks out all files within the binder. You have the option of checking out items located in subfolders of the asset (recursive check-out).

Prerequisites

To check out files and binders, you must have CheckOut - CheckIn
permission for the asset.

If the CheckOut does not require MoC workflow
permission is denied, you must submit the check-out request and get the approval from configured workflow approvers.

To check out files or binders

Select View > Archive
, or click the Archive
button.

In the asset tree, select the asset containing the items to check out. Once you select an asset in the asset tree, you can also specify which files and binders to check out on the Archive
tab.

Click the Check Out
button on the Archive
tab.

If the CheckOut does not require MoC workflow
permission is denied, you must submit the check-out request and get the approval from configured workflow approvers.

Complete the Check out
dialog box.

Click OK
. A checkmark next to the file or binder in the Archive
tab indicates the item is checked out. The location of the checked out item is also shown on the Archive
tab.

TIP:

If you set file associations (that is, specify the programs used to edit different types of files), then when you open a file or binder from within FactoryTalk AssetCentre a message asks if you want to check out the file or binder.