Saving and unlocking a file

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:

  1. Select Save and Unlock from the PLM menu. As a result, the file is saved in PLM with no owner.
  2. To save the file, first you have to take ownership of the file. Click the Take Ownership option in the menu. The Take Ownership List dialog box is displayed.

  3. Select the required file and click OK.
  4. Save the file again in Creo and then to PLM.