Checking in a File

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

The check-in operation accomplishes the following:
  • Confirms the changes you made in the SolidWorks file.
  • Changes the file’s status from Draft to RELEASED.
  • Transfers the SolidWorks file to the PLM Released area from the users 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. If the file is new, the system prompts you with the Save As dialog box to save the file locally and perform the check-in operation.

After the file has been checked in, the file can be modified only after check out. To check in a file:

  1. Do one of the following:
    • Click check in icon in the PLM toolbar.
    • Select Check In from the PLM menu.
  2. If prompted to save locally, save the file to SolidWorks first. The file is checked in.

    You can specify how to handle files after they have been checked in. See Integration 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 is RELEASED.
    • Sub-assembly is RELEASED.
    • Child of sub-assembly is RELEASED.
    The user does the following:
    • Checks out the parent assembly.
    • Checks out the child of the sub-assembly and make changes.
    • Checks in the parent assembly.

    As a result, only the parent assembly is checked in. The child of the subassembly is not checked in because the sub-assembly was never checked out and was therefore released at the time the parent assembly was checked in.