Check-in / Check-out

Visure uses a check-in / check-out mechanism to control modifications and prevent multiple users from editing the same element at the same time. It applies to Visure-managed elements — items, attributes, documents, and folders.

The rule is simple: an element must be checked out before its editable information can be modified, and checked back in once changes are complete.

The four status colors

The same color meanings apply across all of Visure, regardless of whether the status appears as a bar, a circle, or another visual indicator.

When you check out an element, its status changes to indicate you're editing it (green). After you check it back in with changes, Visure marks it as modified since the last baseline (blue), where applicable.

Where you'll see the status

Status indicators may appear differently depending on the view. In some areas it's a vertical color bar; in others, a colored circular icon or another compact indicator. The four colors mean the same thing everywhere.

• Documents and folders — In the Documents section, folders and documents display a visual status indicator in both tile and list mode. The indicator reflects whether the document or folder itself is being edited (its name or document-level attributes).
• Items — Inside an open document, items display their status in Document View, List View, Traceability View, and the Traceability Matrix. In Document View specifically, the status appears as a color line to the left of the item.
• Attributes — Custom attributes can also be checked in and checked out from the Custom Attributes area, either via the toolbar at the top of the screen or the right-click context menu.

How it works for each element type

The check-out requirement applies to the editable properties of each element type.

Items. Checking out an item allows you to modify its editable fields — name, description, type, access partition, and user attribute values. New items are automatically checked out by the user who creates them. After check-in, another user can check the item out and continue editing. Each check-out creates a new version.

Documents and folders. Checking out a document or folder lets you modify the document or folder itself — its name, its document-level attributes. Important: checking out a document does not automatically check out the items inside it. To modify content, the items inside a document must be checked out individually.

Attributes. Checking out an attribute allows authorized users to edit its definition or configuration. If you edit an attribute that's not already checked out, Visure may automatically check it out as part of the editing process.

Undo Check-Out

The Undo Check-Out action discards modifications made since the last check-out and restores the element to its previous checked-in state. For items, the version created during the check-out is deleted when the check-out is undone.

Undo is irreversible — your in-progress edits are gone. If you want to keep them, check in first with a clear comment, and revert in a later check-out.

Actions and shortcuts

All three actions are also available from the toolbar and from the right-click context menu wherever an element is selected.

[SCREENSHOT — Documents section showing four documents in tile mode, each in a different status color (green, yellow, blue, no color)]

[SCREENSHOT — Document View showing items with color lines on the left in different states]

[DIAGRAM — Lifecycle of an element: two states (checked in / checked out) connected by three transitions (check out, check in, undo check-out)]

[VIDEO — 1.1.01 Check in and check out in 2 minutes — 2 min]