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Pros/Cons for CheckIn/CheckOut versus "Edit"

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Advisor

Pros/Cons for CheckIn/CheckOut versus "Edit"

What are the pros and cons to using the Check In/Check Out feature versus the right click and "Edit" feature?

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Honored Contributor

Re: Pros/Cons for CheckIn/CheckOut versus "Edit"

[ Edited ]

Check-out/Check-in:

  • Copies the document to the path specified and leaves it marked as "checked-out" in the database.
  • TRIM will not automatically check-in the document once the authoring application has been closed.
  • Most helpful when the document requires multiple edits, last several hours, or the originating application is in the standard exception list.
  • Don't save to offline records if offline records is hosted on a network share and you want access on your laptop over the weekend

Edit

  • Performs a check-out to offline records
  • TRIMWatcher monitors the file and will attempt to automatically check-in once the originating application has released its' lock
  • Most helpful when the document is a Word/Excel and the user tends to go into and out of lots of documents in a day
  • Since check-in is automatic encourage users to not be impatient.  Sometimes it can take 5+ minutes for the document to be checked-in
  • Problems arise when offline records is on a network share

 

 

 

 

 

 

Advisor

Re: Pros/Cons for CheckIn/CheckOut versus "Edit"

Thank you!

Valued Contributor

Re: Pros/Cons for CheckIn/CheckOut versus "Edit"

This is great information.

What kinds of problems arise when offline records is on a network share? Like the records never being checked back in?
SH
HPE Expert

Re: Pros/Cons for CheckIn/CheckOut versus "Edit"

http://h30499.www3.hp.com/t5/TRIM-Discussion-Information-News/Disabling-Check-In-Documents-Message/m-p/5714737


Neil

Note: Any posts I make on this forum are my own personal opinion and (unless explicitly stated) do not constitute a formal commitment on behalf of HPE.

(Please state the version of TRIM/HPRM/HPE RM/HPE CM you're using in all posts)

HPE Software Support Online (SSO): https://softwaresupport.hpe.com/
Valued Contributor

Re: Pros/Cons for CheckIn/CheckOut versus "Edit"

The other major difference between CheckIn/CheckOut vs Edit is that the Edit feature will always create a New Revision of the document while the CheckIn/CheckOut feature will allow users to choose between 1.) Make a New Revision, 2.) Replace the existing record or 3.) Discard all changes.

Regards,
Tamara