Checking in a file

When you have finished working with a file, it can be released. The PLM integration for Creo enables you to check in any Creo file and its linked documents to the PLM vault.

The check-in operation accomplishes the following:

  • Confirms the changes you made in the Creo file.
  • Changes the file’s status from Draft to RELEASED.
  • Transfers the Creo file to the PLM Released area from the Creo work area.

The integration verifies that you have authorization to perform this operation and that the document linked to the file has the Draft status.

After the file has been checked in, you can only change the file by checking it out. To check in a file:

  1. Select Check In from the Infor PLM menu.
  2. If prompted, save the file to Creo first. The file is checked in.

    You can specify how to handle files after they have been checked in. See PLM preferences.

    Note: If you check in a parent assembly, components that were checked out individually, and that belong to sub-assemblies of the parent assembly, are not checked in.

    For example, the situation is as follows:

    • Parent assembly: ASM1
    • Sub-assembly: ASM2
    • Child of sub-assembly: ASM3

    The user does the following:

    1. Checks out the parent assembly: ASM1
    2. Checks out and changes the child of the sub-assembly: ASM3
    3. Checks in the parent assembly: ASM1

    As a result, only the parent assembly is checked in. The child of the subassembly is not checked in because the sub-assembly has not been checked out and therefore remain in released status at the time when the parent assembly was checked in.