Lock and Unlock an Item

If you do not want standard users to make changes to an item, you can lock it. You can unlock an item to allow changes.

Important Note

When an Item goes through its entire approval process, it will automatically lock.

Instructions

1. Sign in to your solution if you have not already

2. Navigate to the Meetings module:
   

3. Select the agenda the item is on:
   

4. Select the item you wish to lock or unlock:
   

5. Click the Edit Item Settings button:
   

6. To lock an unlocked item, click the gray, white, and green Item Unlocked toggle:
   

7. To unlock a locked item, click the red and white Item Locked toggle:
   

   Note:

   If the Agenda is locked, then the button will be unavailable (grayed out) with an Agenda Locked message. You must unlock an agenda before you can unlock an item.

8. Click the Save Item Settings button:
   

9. View the Item Status (Locked/Unlocked) in the right-hand sidebar:
   

   Note:

   If the sidebar is not visible, click the double-arrow icon next to the green, rectangular Initiated/Start Approvals button.