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Lock and Unlock an Item

Alyssa Cook
  • Updated

 

Overview 

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. Navigate to Meetings 
    left-hand menu, meetings module
  2. Select the Agenda the item is on
    select an agenda
  3. Select the desired Item 
    select an item
  4. Select Edit Item Settings
    item settings options
  5. To unlock an item, select the red Item Locked button
    item locked slider
    • Note: If the Agenda is locked, then the button will be unavailable (greyed out) with an Agenda Locked message. You must unlock an Agenda before you are able to unlock an Item.
  6. To lock an item, select the green Item Unlocked button
    item unlocked slider
  7. Select Save Item Settings 
    save item settings button
  8. View Item Status (Locked/Unlocked) in the toolbar on the right side of the page
    item status preview

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