You can transfer the check-out that you placed on a code list to another user. The
Transfer check out function is available after check out until production deployment or submit for manual deployment to production. function is only available if the user who checked out the
code list uploaded a revised version of it.
About this task
You might need to use the Transfer check out function in the user interface in various scenarios. For example, a user checks out the code list but needs another user to revise and upload it. Another example is when a user checked out and uploaded a revised code list. However, that user is not available and needs another user to modify the code list.
A user can transfer a code list that they checked out to another user. A company administrator (admin) can transfer a code list that they checked out and can also transfer the check out of one user to another user in the company. IBM Support can transfer a check-out from one user to another user in the same company. IBM Support can also transfer the item to themselves or to another IBM Support to troubleshoot the item.
Important:
The Transfer check out function
is available after check out until production deployment or submit for manual deployment to
production. If the owner of the checked out code list did not do any deployment, the IBM Support or company administrator (admin) can use the
Undo check out function to return to the code list page.
Procedure
- From the side navigation menu, select . Then, on the Code
lists page, click the Action items menu for the check-out you want
to transfer or undo.
- From the Action items menu, select Transfer check
out.
The Transfer check out modal is
displayed.
- In Transfer check out to, type the
valid email address of the user to which you want to transfer the check-out.
This email
address must be the one that the user uses to log in to Customer Center (or their IBMid if they switched to B2Bi SaaS Hub).
- In Transfer check out to, type the given name or surname of the user to which you want to transfer the check-out, and select the user from the list. Or, type the SCI account ID of the user to which you want to transfer the check-out, and select the user from the list.
Tip: You need to type at least 2 characters of the given name or surname of the user (or their SCI account ID) before results are displayed.
- In Reason for transferring this check out, type a description of
why you are transferring the check-out.
Important: This reason is displayed in Reason for check out on
the general details card for the code list.
- Click Transfer.
The check-out is transferred to the
specified user.
This step (3) will be excluded when the new transfer selection functionality is released. Both step 3 and 4 are included in this draft ID KC for reference, but the steps are filtered appropriately for the internal/external user KCs.