Re: Pros/Cons for CheckIn/CheckOut versus "Edit" (243 Views)
Reply
Advisor
Novice008
Posts: 32
Registered: ‎10-15-2012
Message 1 of 6 (367 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?

Please use plain text.
Honored Contributor
EWillsey
Posts: 1,586
Registered: ‎04-20-2010
Message 2 of 6 (360 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

 

 

 

 

 

 

Please use plain text.
Advisor
Novice008
Posts: 32
Registered: ‎10-15-2012
Message 3 of 6 (329 Views)

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

Thank you!

Please use plain text.
Valued Contributor
CCISM
Posts: 172
Registered: ‎07-26-2011
Message 4 of 6 (302 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
Please use plain text.
HP Expert
Neil Summers
Posts: 931
Registered: ‎10-08-2008
Message 5 of 6 (284 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

(Please state the version of TRIM/HPRM you're using in all posts)
Note: Any posts I make on this forum are my own personal opinion and do not constitute a formal commitment on behalf of HP.

HP Software Support Online (SSO): http://support.openview.hp.com
Please use plain text.
Regular Advisor
Tamara Hoagland
Posts: 176
Registered: ‎02-04-2009
Message 6 of 6 (243 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
Please use plain text.
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