Check out and check in a process

The General system parameter Use check-in/check-out for process? must be selected to enable the check in or check out feature. If it is selected, then the process must be checked out to edit it. For more information on General system parameters, see the table in System parameters reference.

A new process is automatically checked out by the current user.

Check out a process

1. Select the process.

2. On the ribbon, go to the Current View tab.

3. In the Change Management group, click Check Out.

   The green icon appears in the Check Out column that indicates that the selected process is checked out.

Check in a process

4. Select the process.

5. On the ribbon, go to the Current View tab.

6. In the Change Management group, click Check In.

   The green icon is removed from the Check Out column that indicates that the selected process is checked in.