Creating, Building, and Submitting a Change List

When you check one or more documents into a change list, the change list is created in the repository. You can check further changes to these documents into the change list or add other documents to it. Once you are satisfied with the set of changes contained in your change list, you can submit it for review. After submission, you can no longer edit it.

Note: If you have only Submit permission on a document, you are required to check your changes into a change list, while if you have Write permission or higher, you can check the document in directly or choose to create a change list to have your changes reviewed by a peer.
  1. Choose one or more models, projects, or other documents in your local workspace, right-click them, and select Check In (see Checking Documents into the Repository).
  2. Choose New change list in the Change list field, enter a Comment to explain your changes, set any other appropriate options (see Check-In Parameters), and click OK.

    If you are checking in a document that is already stored in the repository, the Merge Changes to Repository Document dialog (see Resolving Conflicts During Check In) may open to let you review the differences between your local document and the version in the repository. When you are satisfied, click OK to complete the check in.

    The change list is created in the repository, and your model updates are saved to it. You can consult the change list under the Change Lists folder in the Browser Repository tab, and has a draft icon:
    Change Lists - Draft Icon

  3. [optional] Check in further changes to the documents in your change list or add other documents to it by selecting it in the change list dialog, until you have a complete set of changes that you want to submit for approval.
    Note: The documents that you add to a change list must form a coherent set of changes that can be appropriately reviewed.You can only add documents to a change list if one or more other users has explicit Write permission on all the documents included. If you try to add a document that does not share at least one competent reviewer with the documents already included in the change list, then your check in will be canceled and the change list not updated.
  4. Right-click the change list in the Repository tab of the Browser and select Submit to open its property sheet.
  5. Enter a final comment, and click Submit to submit your change list for review.
    The icon of the change list changes to show that it has been submitted:
    Change Lists - Submitted Icon
    You can no longer edit it or check further changes into it. If an administrator has connected the repository to an SMTP server (see Connecting to an SMTP Server for Notifications), you will receive an email confirming the submission, and any users with Write or higher permission on all the documents included in the change list will receive an email inviting them to review it. When the change list is approved, rejected, or returned to you for revision, you will receive a further email.