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Planview Customer Success Center

Lock/Unlock Changes

Introduction

You can bulk lock Change records to protect them from being edited or deleted. Locking Change records means:

  • Administrators can prevent completed records from being edited.
  • Users editing the same record cannot save over each other’s edits.
  • Bulk update will not save over any record currently being edited.
  • Bulk delete will not delete any records currently being edited.

Pre-requisite

You can lock or unlock your Change records with the ‘Lock Change’ user permission.

Navigation

Release > Change

Lock/Unlock Change

To lock or unlock a single Change record:

  1. Navigate to the ‘Change’ page.
  2. Search for the Change that you want to lock/unlock. You can use the filter options available on this page.
  3. Click to open the record.
  4. Click Lock (2).png in the top-right corner to toggle between locked and unlocked states.

BulkImport10-768x255.png

Locked records will be grayed out. Locked records will remain uneditable until it is unlocked.

Bulk Lock/Unlock Changes

To bulk lock or unlock Change records:

  1. On the ‘Change’ page search for the records that you want to lock/unlock. You can use the filter options available on this page
  2. Select two or more records to lock.
  3. Click Action (5).png.
  4. Click Lock Selected Items.

BulkImport11-768x180.png

The locked records display Lock2.png on the grid.

BulkImport12-768x161.png

To unlock the records, select the locked records on the grid and then select Unlock Selected Items in the Action (5).png.