Check in a File

Checking out a file allows a user can download the file, make the appropriate changes and then check the file back into the Governance Portal without other users making changes to the file.

The Governance Portal will maintain all of the versions of the file (as long as the overwrite feature is not utilized upon upload). Only the user who has checked out the file or the administrator can check in a file. The name of the person who checked out the file is listed on the document attributes screen in the Attachments section.

1. Access the appropriate object that contains the file you wish to check in.
   • General documents
   • Organizational unit & process documents
   • Organizational unit & process library template documents
   • Action plans
   • Test plans
   • Tasks
   • Objectives
   • Risks
   • Controls
   • Risk Event Categories
   • Assessments
   • Audits
   • Work Papers
   • Various audit forms (e.g. company information)
   • Incidents and Impacts

2. Click Attachments.
3. Click Expand to expand the folder that contains the attachment, if necessary.
4. Right-click on the name of the attachment you wish to check in and click Check In.

   or:

   Right-click on the file and click View Properties.

5. Click Check In.

   Note: The words Check In automatically change to Check Out. The Checked Out By and Check Out Date fields in the Attachment list are automatically cleared.