This topic applies to Office-based doclets of all types, including reference and supplemental. Unless otherwise noted, the term doclets refers to all Office-based doclet types.
When you check out a doclet, reference doclet, or Office-based supplemental doclet, it is locked so that nobody else can modify it.
In Oracle Smart View for Office, you can only download PDF doclets and non-Office-based supplemental doclets. To check out PDF doclets and non-Office supplemental doclets, use the Narrative Reporting web interface.
Before you begin this procedure, you should have already launched an Office application, connected to Narrative Reporting, and opened a report package, as described in Connecting to Narrative Reporting in Smart View.
To check out a doclet, reference doclet, or supplemental doclet:
- In the Report Center, select the doclet to check out.
Only doclets, reference doclets, and Office-based supplemental doclets can be checked out.
The Word-based report package shown in Figure 17-14 contains a variety of doclet types, including doclets, Excel-based reference doclets, Word-, Excel-, and PowerPoint-based supplemental doclets, and supplemental doclets of type TXT, PDF, and ZIP. Note the following icons in the Report Center:
indicates a doclet
indicates a reference doclet
indicates a supplemental doclet
Figure 17-14 Report Package Containing Doclets, Reference Doclets, and Supplemental Doclets
- In the Action Panel, select Open and Check Out.
Selecting this option opens the doclet and checks it out in one operation.
Alternatively, double-click the doclet name to open, then continue with step 3.
When navigating within the doclet panel, the Action Panel menu items listed are relative to—and can change depending on—the item highlighted in the panel. If you are using the keyboard to navigate the doclet panel, note that even though you may have tabbed to a doclet panel item, it is not highlighted, or selected, until you press the space bar. Pressing the space bar highlights the item with a square border meaning that the item is now selected and in focus. Then, the Action Panel menu items will refresh and display relative to the item you’ve selected.
The Narrative Reporting ribbon is displayed in the Office application when you open:
A reference doclet
An Office-based supplemental doclet
Figure 17-15 shows the Narrative Reporting ribbon for the author phase, in the initial state, before the doclet is checked out.
Figure 17-15 Narrative Reporting Ribbon for Doclet in Author Phase in Initial Unchecked-Out State
The availability of buttons in the Narrative 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.
- In the Narrative Reporting ribbon, click Check Out.
If an Office-based doclet of any type is already checked out by another user, then the Check Out button is disabled.
The selected doclet is now locked for your use. You can work with it directly in Smart View while connected to Narrative Reporting.
In the doclet responsibilities list in the Smart View Panel, a lock icon and the user name are displayed for the doclet or supplemental doclet that is checked out.
In the Narrative Reporting ribbon, the Check Out button is replaced with the Cancel Checkout button, and the Embed button is added.
Figure 17-16 shows the Narrative Reporting ribbon for the author phase, after the doclet is checked out.
Figure 17-16 Narrative Reporting Ribbon for Doclet in Author Phase in Checked-Out State
Next steps for working with the checked-out doclets in Narrative Reporting:
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 Office 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 and Working with Page Attributes and Slide Masters.
You can download the Office-based file and work with it offline, as described in Working with Doclets Locally.