Data Locking Rules – Determines when data will be locked from editing.
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Before Data Locking Rules can be setup:
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1) Lock immediately - Will lock all data for the KPIs and locations selected in the rule once the "Save" button is clicked
2) Based on verification status - Will lock data based on the verification status of a KPI (must have verification rules already setup)
3) Lock for specific periods - Will lock data for the period of time selected during rule setup then unlock once period expires
4) Lock after few days of reporting - Will lock data a set period of time (at least 1 day) after the data is entered and savedit
Step-by-step guide
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- Click on the Setup Icon.
- Click on the Module Setup Menu Item.
- Click on the Performance Management Menu Item.
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6. Click on the Data Locking Rules Tab.
Add Data Locking Rule
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7. Click on the Add Button.
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8. Complete the Details and click on the Save Button.
Updating/Deleting Data Locking Rules
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- Click on the Setup Icon.
- Click on the Module Setup Menu Item.
- Click on the Performance Management Menu Item.
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