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3.
Reserve/Release System
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The reserve/release system is an optional feature which may be enabled or disabled in any CMS. By default, it is disabled.
When enabled, only one user at a time may edit any given item. For example, if two users have permission to edit an Engagement and the reserve/release system is disabled, it is possible for both users to attempt to edit the Properties or Local Roles tab of the Engagement at the same time. The user who is last to save their changes will, in a sense, win, and their changes will be the version actually saved.
Firms may, alternatively, enable the reserve/release system. Doing this, only one user at any time may edit any given item. This ensures no work is lost and it is always clear who is working on any given item. However, it creates more effort to edit items, as users must explicitly reserve items they wish to edit, and when finished must explicitly release them.
Firms wishing to use the reserve/release system may enable it in the OpenEngagement page in the Site Setup.
When the reserve/release system is disabled, any user with permission to edit an item may at any time access the Edit, Properties and Local Roles tabs. This will include any Site Managers and Engagement Managers for that item. Users will only be able to access the Upload tab if they have the item signed out.
When the reserve/release system is enabled, users will only see the View tab and possibly Contents tab for any given item until it is either signed out or reserved. Items may be signed out and reserved by the same user or by two different users. If the user has signed out the item, they will see an Upload tab. If the user has reserved the item, they will see the Edit, Properties and Local Roles tabs.