Checking out a ruleset locks it to prevent anyone else from working on that ruleset until you check it back in.
You must check out a ruleset to add or delete rules. You do not need to check out the ruleset to edit existing rules.
Log on and select a project.
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Select the ruleset to check out. It will be highlighted.
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Click the
Check Out icon.
Note that a lock icon appears next to the checked-out ruleset. The lock icon with key indicates that the user has edit privileges. The lock icon without the key icon indicates the ruleset is locked by another user.
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Click the
Edit icon if you are not already in Edit mode.
You can add a rule only when the ruleset is checked out and is in Edit mode. This is indicated by the
green + icon in the Ruleset Toolbar.
When the ruleset is not checked out, or checked out and not in edit mode, the window displays “Read Only.”