Checking Out Doclets

  To check out a doclet:

1. In the Smart View Panel, select the doclet to check out.

2. Double-click the doclet name.

   When you open a doclet, the Performance Reporting ribbon is displayed in Word. Figure 71, Performance Reporting Ribbon for Doclet in Author Phase in Unchecked-Out State shows the Performance Reporting ribbon for the author phase, before the doclet is checked out.

   Figure 71. Performance Reporting Ribbon for Doclet in Author Phase in Unchecked-Out State

   

   Note:

   The availability of buttons in the Performance Reporting ribbon depends on the permissions that are assigned to you; the phase that you are in—authoring, review, or sign off; and the operation you are performing.

3. Click Check Out.

   Note:

   If a doclet is already checked out by someone else, an error message will appear indicating that you can't check out the doclet.

   The doclet is now locked for your use. You can work with it directly in Smart View while connected to Oracle Enterprise Performance Reporting Cloud Service.

   In the doclet responsibilities list in the Smart View Panel, a lock icon and the user name are displayed for the doclet that is checked out.

   

   In the Performance Reporting ribbon, the Check Out button is replaced with the Cancel Checkout button.

   Next steps:

   • You can undo, or cancel, the checkout if you want to remove your lock on the doclet. Undoing the checkout allows other users to check out and update the doclet. See Undoing Checkouts.

   • If you must close Word before you are finished with your authoring changes, you do not need to check in the doclet, but you must upload it to retain the changes in progress. See Uploading Doclets and Working with Page Attributes.

   • You can download the Word file and work with the doclet offline, as described in Working with Doclets Locally.