Download Operating Instructions - Web Based Change Management

You may now open the file on your computer and make the required changes. It is important that you
do not change the file‟s name in any way, since a file with a different name will be deemed to be a
different file by safsource.
Whilst the file is Checked Out to you, none of the other users will be able to take a controlled copy
from the system (although uncontrolled copies will still be available).
When you have completed the modifications to the document, it must be returned back into safsource
control to allow others to access it. This is done by checking the file in.
8.4.2. Check In
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Once you have modified the file, it must be checked back into
safsource in order to return control of the documents Revision. In
order to check a document in, navigate to the folder which contains
the document and click the file‟s name in the list to display the File
Properties page. Click on the Check In button on the File Properties
page. The system will display the File Check In page, prompting for
you to upload the file and confirm the details about the changes
which you have made.
Click on the “Browse…” button and navigate to the location of the modified file on your computer. The
name of the file you select must exactly match the file which was Checked Out otherwise it will not be
accepted by the system. The file name check is case sensitive, so files must have the same capital
and lower case lettering in their names (i.e. “MyFile.doc” is not the same as “myfile.doc”).
Once you have selected the correct file, check and update the comments about the changes made.
By default, the comment which you left when you checked the file out will be displayed as a starting
point. Click on the “Check In” button to confirm the check in. The system will start to upload the new
Revision of the file. Once complete, the system will display a confirmation page indicating that the file
was successfully placed back into safsource. Click the “Back” button to return to the folder list.
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