Session Manager Toolbar

The toolbar includes several tools to help you navigate through the Session Manager workflow. The toolbar is not enabled until a session is open, otherwise the tools appear greyed out. Depending on the role you are logged in as (e.g., Editor, Assurance Officer, or Session Approval Officer), some tools are enabled and some are disabled.

The Session Manager toolbar with Close, Send, Approve, and Reject buttons enabled

Tool Name

Description

Roles

Session Manager

Opens the My Work dialog and displays a list of sessions assigned to you or that can be assigned to you depending on your role.

Click specifically on the arrow to display a drop-down list of sessions where you can also search by typing part of a session name or the full name.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

Close

Closes the session.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

Send

Sends the session to a ready-to-review state by creating an unassigned review assignment.

  • Editor

Approve

Approves the design and creates an unassigned approval assignment.

  • Assurance Officer*

  • Session Approval Officer

Reject

Rejects the design and sends the design back to the original Editor or Assurance Officer.

  • Assurance Officer*

  • Session Approval Officer

Save

Saves edits made to the design.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

Discard

Removes all edits made since the last save.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

Reconcile Version

Reconciles the session’s version with the geodatabase.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

Post Version

Completes the session and commits the session’s version to the geodatabase.

  • Session Approval Officer

Version Changes

Allows you to see all the changes to the version since it was created or last reconciled. The changes are displayed as a list in a dialog box with the ability to Flash, Select, Pan, or Zoom to an item in the list.

  • Editor

  • Assurance Officer*

  • Session Approval Officer

*At Editor XI 11.4 and later the duties of the Assurance Officer role are completed by the Session Approval Officer if your organization chooses to use the two-state Session Manager workflow.

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