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To check out a BOM, CAD, or process for editing in the Process Definition window, follow these steps.

  1. Log into the NPI client application.

  2. Select Process Engineering Image Removed > Process Engineering buttonImage AddedDefine Processes, then create a new assembly or assembly revision or open an existing process.

  3. In the Process Definition window, double-click a BOM, CAD, or process in the Process tree to open it for editing.

    When an item is checked out for editing, you will see a padlock

    padlock iconImage Removed

     icon Padlock iconImage Added icon next to it in the Process tree.

    ECAD file checked out for editing in the Process Definition windowImage Removed



    ECAD file checked out for editing in the Process Definition windowImage Added



  4. Make the desired changes to the BOM, CAD, or process.

  5. To check in an edited BOM, CAD, or process, select the padlock padlock iconImage Removed icon Padlock iconImage Added icon in the Process tree to Save and Check In your changes.

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If you forget to select the padlock icon to save and check in a BOM, CAD, or process, you will be prompted to save or discard your changes before exiting the Process Definition window.