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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Lock and Unlock an Item

  • Updated:

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
    The Meetings module button in the left-hand navigation menu.
  3. Select the agenda the item is on
    An example agenda tile in the Meetings module.
  4. Select the item you wish to lock or unlock
    An example agenda item.
  5. Click the Edit Item Settings button
    The purple, rectangular Edit Item Settings button below the User Menu.
  6. To lock an unlocked item, click the gray, white, and green Item Unlocked toggle
    The Item Unlocked slider in the lower-left corner of the Edit Item Settings modal.
  7. To unlock a locked item, click the red and white Item Locked toggle
    The Item Locked slider in the lower-left corner of the Edit Item Settings modal.
    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
    The green, rectangular Save Item Settings button in the lower-right corner of the Edit Item Settings modal.
  9. View the Item Status (Locked/Unlocked) in the right-hand sidebar
    The Item Status preview section of the sidebar.
    Note: If the sidebar is not visible, click the double-arrow icon next to the green, rectangular Initiated/Start Approvals button.

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