Defining a Document as Obsolete

During the production stage, a document will eventually become inactive and no longer needed. More important, production requirements will probably demand that this object can no longer be accessed for modifications. For this reason, SmarTeam - Web Editor enables you to define the object to be in an Obsolete state, placing it in an area in the SmarTeam Vault where it can no longer be activated and modified. An object assigned as Obsolete can no longer be activated, released or modified.

To define an object to be in an Obsolete state and move it into the vault it must currently be in a Released state.

Note: Before you perform a lifecycle operation verify that the lifecycle default view in the Preferences window is configured for the mode you require. See Configuring Lifecycle Options for details.

To define an object to be in an Obsolete state:

  1. Click on the document to display its profile card.
  2. From the Lifecycle menu, select Obsolete .
  3. The Obsolete window appears.

    See Light Mode Obsolete Page and Fields for details of all the operations and fields on this page.

  4. If you need to apply the operation to single or multiple selections with children, click to open the Check Out window in Advanced Mode.
  5. See Advanced Mode Obsolete Page and Fields for details of all the operations and fields on this page.

Light Mode Obsolete Page and Fields

Link to Lifecyc_Obsolete_Light%20Mode%201.gif

You can fill in the fields in the Light Mode Obsolete page as follows:

  1. Click the General tab to bring it forward:
    • In the Comment field, right-click to enter any comments relating to this Obsolete process.
  2. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields
  3. Click to evaluate the Obsolete operation results and remain in the window.
  4. OR

    Click to perform the Obsolete operation and exit the Obsolete window.

    The Obsolete object is placed in an area in the SmarTeam Vault where it can no longer be activated and modified.

Advanced Mode Obsolete Page and Fields

Link to Lifecyc_Obsolete_Advanced%20Mode%201.gif

Fill in the fields in the Advanced Settings Obsolete page:

  1. In the Change Operation combo box, select the operation to perform:
    • Set to Obsolete - Select this option to copy the file to the Obsolete vault
    • Set to No Operation - Select this option to perform no operation on the selected document
  2. In the Actions combo box, select the action to perform:
    • Propagate Operation
    • Propagate Settings
    • Show Parents
  3. In the Comment field, right-click, to enter any comments relating to this Obsolete process
  4. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields
  5. Click to evaluate the Obsolete operation results and remain in the window
  6. OR

    Click to perform the Obsolete operation and exit the Obsolete window.

    The Obsolete object is placed in an area in the SmarTeam Vault where it can no longer be activated and modified.