Checking In and Submitting a Content Item for Approval


Concept


Steps:

  1. Begin by navigating to the File Attachment Properties page.

     

    Click the My Content link.

    Step 1
  2. Click the My Managed Content link.

    Step 2
  3. Click an entry in the Content Item Status column.

    Step 3
  4. Click the Properties link.

    Step 4
  5. Use the File Attachment Properties page to modify content properties such as content location, content approver, and content version; to check content out, to check it in, and to submit it for approval; and to maintain comments or discussions specific to that piece of content, among other functions.

     

    When you check in a file attachment, you are prompted to upload it from a local drive and folder.

     

    In this example, you will check in this piece of managed content item that is a file attachment.

    Step 5
  6. Click the Check In button.

    Step 6
  7. Click the Browse button.

    Step 7
  8. Click the 10[1].2.4_Process_AR_bp.doc list item.

    Step 8
  9. Click the Open button.

    Step 9
  10. Click the Upload button.

    Step 10
  11. Notice that the Modified field has been updated and the locked icon has been removed. Otherwise, the Version and Version Status fields remain unchanged.

    Step 11
  12. Next, submit the item for approval. You can select an approver at your discretion from the users who have been granted approval privileges for this folder.

     

    Click in the Approver field.

    Step 12
  13. Enter the desired information into the Approver field. Enter

     a valid value
     e.g.
     "PTDMO"
    .

    Step 13
  14. Click the Submit for Approval button.

    Step 14
  15. Notice that the Version Status and Locked To fields have been updated. The icon also indicates that the file is locked. When you submit content for approval, it is automatically checked out to the approver by the system.

    Step 15
  16. Next, review the version history.

     

    Click the Versions link.

    Step 16
  17. Use the Content Versions page to review the different versions for a specific content item.

    Step 17
  18. Click the Return button.

    Step 18

You have completed checking in an item of managed content and submitting it for approval.

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