SAS Intelligent Decisioning: Using the Check Out and Commit Feature
In SAS Intelligent Decisioning, if an object is saved in a folder where the administrator has enabled the check-out and commit feature, then the object must be checked out by a user to make any edits to it. If this feature has been enabled for a folder, then the Check out button is displayed on the Versions tab for the object. Once an object is checked out, then a Commit button is displayed on the Versions tab for the object.
By default, the Check Out and Commit feature is enabled for the Decision Repository folder in SAS Content. Users cannot edit objects saved in the Decision Repository folder without first checking them out.
Let’s walk through a demo of the Check Out and Commit feature. Notice that the Loan_Request_Review decision is saved in a sub-folder of the Decision Repository folder. Therefore, to edit this decision, I must first check it out.
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When I open the Loan_Request_Review decision it is opened as Read-only.
On the Versions tab, there is a Check Out button.
Click the Check Out button, to check out the decision and its related objects for editing.
This creates a working copy of the decision in the My Folder location of the user that is logged in. The working copy of the decision has a check mark in the Checked Out column in the listing of the objects and the original decision with the same name is also listed.
I can make any desired changes to the checked out decision or can open one of its related objects and check it out to make changes to it. For example, maybe I want to change the code in my Reduce_Offer_Rate node. I open that node and select its Check Out button on the Versions tab.
The Reduce_Offer_Rate code file is checked out.
The checked out copy is in the My Folder location of the user that is logged in. The working copy of the code file has a check mark in the Checked Out column in the listing of the objects and the original code file with the same name is also listed.
I make the desired changes to the code file and save it. This simply saves the changes to the working copy in the My Folder location. On the Versions tab, there is a Commit button displayed there.
Select the Commit button to make the changes to the main file and create a new version. Select whether you are creating a Minor or Major version, add any tags and notes as needed and select Commit.
This creates a new version of the main file and deletes the working copy in the My Folder location.
Back in the working copy of my Loan_Request_Review decision, I change the Reduce_Offer_Rate node to use the new version I just created and save it. This saves the changes to the working copy of the decision in the My Folder location.
On the Versions tab, I select the Commit button to commit the changes to the main decision file and delete its working copy.
Summary
In SAS Intelligent Decisioning, if you save your objects in a specified folder where the check out and commit feature has been enabled, then you must check out that object to edit it and commit it before others can view the changes. For more information, review the documentation on the Check Out and Commit feature.
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