Home    Lima Help Centre    Contact Us

Return to Lima Help Centre

Using Lima

Need more help?

Please contact the Lima Support Team:

support@projectlima.co.uk

Summary - Open (Read Only), Open (Edit Mode) and Check Out (Enable Edit)

Project Lima



This section compares the three functions, open a file as read only, edit a file and check out a file.


Level = Intermediate

Time required = 15 Minutes


Lima provides three ways to open and use project files - Open (Read Only), Open (Edit Mode) and Check Out (Enable Edit). All three methods can all be accessed from the right click menu in the folder contents window -

see larger view

Each way of working with a file has advantages and drawbacks. See the summary table below -

Project Lima

Open (Read Only)

Open (Edit Mode)

Check Out(Edit Enabled)

Brief Description


File is opened locally but is maintained remotely in Lima Changes cannot be made to the file contents. No other user can use the file.


File is open locally but is maintained remotely in Lima. The file's contents can be changed. No other user can use the file.

A file copy is place locally and this copy must be sent back to Lima (Checked In). The file's contents can be changed. No other user can use the file.

When should this feature be used?


If file preview is not showing or if a user wishes to review a file but does not wish to make changes to its contents. For example a user has requested a file review but does not wish for their document to be changed.


When a file needs minimal changes.

If a file needs multiple changes or may be required for a prolonged period of time.

Advantages

  • File cannot be changed by accident

  • Does not create another copy so data cannot be misplaced

  • Does not need to be checked in
  • Does not create another copy so data cannot be misplaced

  • Maintains a live copy remotely in Lima

  • Does not need to be checked in
  • The most effective method for working with files that need multiple changes or need to be used over a prolonged period of time

Possible Drawbacks

  • Data cannot be edited
  • As the file is maintained remotely "Open (Edit Mode)" is not suitable for files that require multiple changes over a prolonged period of time

  • System performance can be adversely affected if selected incorrectly
  • As a local copy is created when a file is checked out this method can be prone to user error. The changes are all stored locally first. So if a file is not "checked in" correctly the changes remain in the copy stored on the user's workstation and the master copy is not updated.

  • Users must use the "Check In" feature following changes to the file's contents.




--End--

Related topics:

- Open (Read Only)
- Open (Edit Mode)
- Check Out (Edit Enabled)

Top of the Page