In Qualtrax, when an edit is requested on a document, or it is placed in edit due to expiration, it is automatically placed in the editor's My Qualtrax under the DocumentsàDocuments in Edit heading. This is where the user will go to manage the document once it is in edit status. From here it can be checked out for editing, edited and saved, and then checked back in. Once final edits have been made, saved and checked back into Qualtrax, the document can then be released for review and/or approval.
When a document is placed into edit by a user, an edit request or due to expiration, it is displayed in the user's My Qualtrax under the Documents header and the Documents in Edit sub-header.
Expand the sub-header to see the document title link. Use this link to access the Process menu for the document. The Process menu will allow you to check the document out for editing, check it back in when edits are complete and release the document for review or approval. A user can also assign the document to another user for additional editing if needed.
For additional details on editing or releasing a document, refer to the Editing a Document or Releasing a Document topics.