Saving and Unlocking Files
If a file that you are working on is supposed to be used in a business process, the
business process cannot be launched while the file is locked. To avoid this situation, you
should save such files using the Save and Unlock command. This
automatically updates your data, while relinquishing ownership of the file. The business
process can then proceed.
If you have finished working on a file and the file must be passed on to an unknown new user, you should also use the Save and Unlock command. The new user who needs to work on the file can now acquire ownership of the file. If you know who will be the new owner of the file, you can transfer ownership to the new owner. See Changing ownership of a file.
To save and unlock a file:
- Do one of the following:
- Click
in the PLM toolbar.
- Select Save and Unlock from the PLM menu.
- Click
The file is saved in PLM with no owner.
To save the file again to PLM, user must perform the take ownership task.
- Select Take Ownership of file from the
menu.
The PLM - Take Ownership List dialog box is displayed.
- Select the required file and click .