OCTAGON PLMSupport
Support  /  SolidWorks add-in

Checking work in and out

The daily rhythm of working with the vault from CAD.

SolidWorks add-in
Vault search inside SolidWorks. Open, check out and check in without leaving CAD.
Vault search inside SolidWorks. Open, check out and check in without leaving CAD.

Check-out takes a lock so nobody else can edit while you work. Check-in returns it with your changes.

Checking out

  1. Find the part in the panel's vault search, or open a file already linked to the vault.
  2. Choose Check Out. The lock is now yours and the local file becomes editable.
  3. For an assembly, choose Cascade checkout to take its components at the same time.

Checking in

  1. Save in SolidWorks first — the add-in uploads what's on disk.
  2. Choose Check In.
  3. Write a comment describing what you changed.
  4. Decide whether to release the lock. Keep it if you're continuing tomorrow.

What happens on check-in

Unchanged files are skipped

If a file hasn't actually changed, it isn't re-uploaded. Checking in a large assembly where you only touched one part is quick for this reason.

Discarding

Changed your mind? Undo check-out releases the lock and discards your local changes. It cannot be undone — make sure that's what you want.

Still stuck?

Email [email protected] and a person will pick it up. Include the part number and what you were doing — it saves a round trip.