Performing a private checkout of a rule

To perform a private checkout of a rule, complete the following steps.

1. Click Private Edit. A copy of the original or base rule is placed in your personal ruleset. Another user can concurrently perform a standard checkout if the base rule resides in an unlocked ruleset version.
2. Update the rule as needed.
3. Click Save. Your changes are saved into the checked-out version and are only visible to you. When you run rules in your application, they resolve to your checked-out version.
4. Click Check in.
5. Select a Destination for your checked-in version.
• Ruleset: Click this radio button and keep the default Ruleset name to replace the base rule with your checkout. Alternatively, click this radio button and select a different Ruleset name to create a new rule.
• Branch: Click this radio button and select an unlocked Branch name to copy your version into a branched ruleset.

Like standard checkouts, you are not required to check in your changes immediately and can optionally link development changes to items in to your PMF worklist. Private checkouts also support check-in approval.

Note: When you check in, you are warned if the base rule has been updated since the time you performed the private checkout. As a best practice, work with the user who updated the base rule last to resolve and merge any conflicts. Otherwise, your checked-out version will overwrite the latest version.

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