The document check-in transfers the current version of the documentfrom your local computer into the Metamation document repository and allows the next actions for the document to be specified. Document check-in can either be selected from the home or "nodal view" page against a listed document by selecting the check-in icon, or can be selected from the main documents property window.
When documents are checked in, the check in window is displayed allowing the local copy of the document to be uploaded into the Document Repository. This upload and check in is performed by using the following entries on this window:
Document URL - The document URL is used to point to the document location to be uploaded. The document location (path) and name can either be entered manually, or the document local location can be selected using the Browse option.
Document Version - The document version is automatically incremented to the next version. However, options are available to increment the version number to the next major version, minor version, or manually enter the new version number as appropriate.
Synopsis - The current synopsis for the document is displayed. Where required, this can be amended to record any additional information for the new version of the document. It is always useful to include a brief description of the changes in this version of the document.
Next Action - The next action is used to indicate what should next happen with the document once check-in is complete. The next actions are as follows:
Check-In - This will upload the latest version of the document and mark the document as 'checked in'. After check in, any other user who has access to the document can read the latest version, can check out the document, and notifications of a new version will be sent as required. No further actions are required on the document.
Leave Checked Out - This will upload the latest version of the document into the repository, but will leave the document checked out to you so that others cannot work on the document. After check in, any other user who has access to the document can read the latest uploaded version, but they cannot check out or change the document as it will still be under your control.
Review - This will upload the latest version of the document and mark the document as 'checked in'. However, directly after the check in process is complete, the document will go through the document review process.
Approve - This will upload the latest version of the document and mark the document as 'checked in'. However, directly after the check in process is complete, the document will go through the document approval process.
