Lock or Unlock an Item

The Lock and Unlock functions allow Agenda Managers and Administrators to prevent general users from making modifications within the system. Once an item is locked, it cannot be modified unless an Agenda Manager or Administrator unlocks it. This helps ensure that materials that have been finalized cannot be changed.

Important Note

• 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

1. Navigate to the Item List
   
   
   Note: Skip to Step 3 if you are already viewing the desired item's Item Detail Screen.
2. Find and select the desired item
   
3. Click the Unlocked Item button (blue lock and white paper icon) in the Data section
   
4. Select Yes on the Warning! pop-up to confirm that you want to lock the item
   
5. The item is now locked, and Data, Agenda Content, Attachments, and Workflow for the item cannot be modified
   

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Unlock an Item

1. Navigate to the Item List
   
   
   Note: Skip to Step 3 if you are already viewing the desired item's Item Detail Screen.
2. Find and select the desired item
   
3. Click the Locked Item button (gray lock and white paper icon) in the Data section
   
4. Select Yes on the Warning! pop-up to confirm that you want to unlock the item
   
5. The item is now unlocked, and Data, Agenda Content, Attachments, and Workflow for the item can be edited
   

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