Whenever a user opens a document no other user is viewing, a document lock is created for that user. This user can modify the document as needed. Other users accessing the document can view but not modify it.
Once a user with a document lock closes that document, the document is unlocked automatically. In some circumstances, a lock may need to be removed manually.
A user may be alerted to the presence of a document lock in different ways:
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A document lock may not have been cleared, due to the system not closing properly in a previous session. A message is displayed to the user the lock belongs to when he or she logs in to OnBase.
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A document lock may be in use by one user or may not have been cleared, due to the system not closing properly in a previous session. When any user attempts to modify the document or its Keyword Values, a message is displayed.
If a document is persistently checked out (with EDM Services) from any location, the document will be read-only from any client until the document is checked back in.
To view and remove document locks:
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Select Admin | Utilities | Document Lock Administration in the OnBase Client. The Document Lock Administration dialog box displays all documents in the database that are currently locked.
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The User Name column displays the user name of the user that has the document locked.
Note:Depending on your system configuration, the real name of the user may be displayed in the User Name column.
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The Date & Time Locked column specifies when the lock was created for the user.
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The Doc Handle column specifies the Document Handle, the unique number used to identify the document within OnBase.
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The Document Name column shows the name of the locked document. The lock is automatically released when the indicated user is finished with the document.
Tip:The User Name, Date & Time Locked, and Document Name columns are sortable by clicking on the heading.
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