Re: Pros/Cons for CheckIn/CheckOut versus "Edit" (503 Views)
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Advisor
Novice008
Posts: 32
Registered: ‎10-15-2012
Message 1 of 6 (627 Views)
Accepted Solution

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?

Honored Contributor
EWillsey
Posts: 1,877
Registered: ‎04-20-2010
Message 2 of 6 (620 Views)

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
Novice008
Posts: 32
Registered: ‎10-15-2012
Message 3 of 6 (589 Views)

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

Thank you!

Valued Contributor
CCISM
Posts: 172
Registered: ‎07-26-2011
Message 4 of 6 (562 Views)

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
HP Expert
Neil Summers
Posts: 1,020
Registered: ‎10-08-2008
Message 5 of 6 (544 Views)

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

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

Neil


Note: Any posts I make on this forum are my own personal opinion and do not constitute a formal commitment on behalf of HP.

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

HP Software Support Online (SSO): http://support.openview.hp.com
Valued Contributor
Tamara Hoagland
Posts: 201
Registered: ‎02-04-2009
Message 6 of 6 (503 Views)

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
The opinions expressed above are the personal opinions of the authors, not of HP. By using this site, you accept the Terms of Use and Rules of Participation.