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Info
titlePre-requisite:

Before Data Locking Rules can be setup:

  • User must be an adminadministrator
  • Only admins have the permissions to add, edit, and delete data locking rules
  • If the use of user selects "Based on Verification Status" is needed , then verification Verification must be setup for the program

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

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6. Click on the Data Locking Rules Tab.


Add Data Locking Rule 
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DataLockRule_Add

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DataLockRule_Add

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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DataLockRule_Edit

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DataLockRule_Edit

  1. Click on the Setup Icon.
  2. Click on the Module Setup Menu Item.
  3. Click on the Performance Management Menu Item.

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