The Lock and Unlock functions allow Agenda Managers and Admin to prevent general users from making modifications within the system. Once an item is locked, it cannot be modified unless an Agenda Manager or Admin unlocks it. This helps ensure that materials that have been finalized cannot be changed.
Important Notes
Users must be an Agenda Manager or a higher role to have Lock/Unlock permissions.
Locking an item locks not only the item but also its Workflow. It is recommended that items are left unlocked until they have reached the final stage of their Workflow, with full approval completed
Lock an Item
Sign in to the system if you have not already
Navigate to the Item List
Note:
Skip to Step 3 if you are already viewing the desired item's Item Detail Screen.
Find and select the desired item
Click the Unlocked Item button (blue lock and white paper icon) in the Data section
Select Yes on the Warning! popup that appears to confirm that you want to lock the item
The item is now locked, and Data, Agenda Content, Attachments, and Workflow for the item cannot be modified
Unlock an Item
Sign in to the system if you have not already
Navigate to the Item List
Note:
Skip to Step 3 if you are already viewing the desired item's Item Detail Screen.
Find and select the desired item
Click the Locked Item button (gray lock and white paper icon) in the Data section
Click Yes on the Warning! popup that appears to confirm that you want to unlock the item
The item is now unlocked, and Data, Agenda Content, Attachments, and Workflow for the item can be edited
