You can take ownership of a switching sheet to indicate that you are currently working the sheet. Once you take ownership, no other user is allowed to execute steps for the sheet or edit restricted fields. Other users can still view, lock, and edit certain fields on the sheet.
To take ownership of a plan, click the Take Ownership button next to the Owner field on the Request tab. Your user ID is displayed in the Owner field. You can also use this button to take over ownership of a switching sheet that is currently owned by another user. This is useful if there is a shift change and the original user does not relinquish ownership before logging off.
To relinquish ownership, click the Relinquish Ownership button.
An entry is recorded in the audit log whenever ownership of a sheet changes.
Changing the Switching Sheet State
A switching sheet passes through different phases during the creation and completion of the plan. These phases are represented by "states" that follow a logical sequence and determine what you can do with a switching sheet.
Note: The state of the switching sheet should not be confused with the status of individual switching steps within the switching sheet.
A switching sheet's current state is displayed on the Tracking/Audit Log tab. This tab also displays a button () for each valid state to which the sheet can transition and allows you to enter a comment associated with the state transition.
To change the state of a switching sheet, click the appropriate state change button on the Tracking/Audit Log tab. It is helpful to provide comments or a reason for the state change.
The Audit Log table on the Tracking/Audit Log tab shows a history of all state transitions for the sheet, including the ID of the user who updated the state and the time stamp of the change. See “Viewing the Audit Log” for details.