Apply a Check Out Override

Use the Check Out Research page to apply a check out override to a contract profile in the FinThrive system.

  1. Access the Check Out Override page.
    • Select Go To > Contract Loading > Support Functions > Check Out Research. The Check Out Research page opens.
    • Specify the selection criteria, and then click Search. The results appear.

      • Note: Items in production and items checked out to you are not shown on the results list.

    • Select the radio button in the No. column and then click Select. The Check Out Override page opens.
  2. Type a comment that includes your reason for checking out/checking in the table.
  3. If you want the item checked out directly to you when you check it in, click Check Out to Me.
  4. Click Check In.

The following table describes the fields on the Check Out Override page.

Field

Description

Activation Date

Date when the item is available for processing (repricing)

Active Status

Indicates the purpose and progress of the item

Check Out Date

The date the item was checked out

Check Out History

Recorded information of each check out/in of the item; includes a date/time stamp and user ID of each check out and check in, plus the user’s comment(s)

Check Out to Me

Option to automatically check the item out to you once it is checked in

Check Out User

The name of the user who checked out the item

Comment

Comments concerning the item

Contract/ Table Name

Name of the item selected

Effective Date

Date on which the selected item went into effect

Facility Name

Facility in which the item is located

Termination Date

Date when the item is terminated or no longer effective