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Understanding data locking rules in Performance Management
Who is this article for?
Administrators who want to lock a program in the Performance management module
Only admins have the permissions to add, edit, and delete data locking rules
This article explains how Data Locking Rules prevent edits once data is locked, especially for User Entry KPIs. It ensures data integrity by stopping changes in the Enter Data screen.
We often receive support requests about locking programs or data locking behaviour. This article offers clear guidance to help users with these issues.
1. Data Locking rules for locking KPIs within a 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 saved it
2. Configuring data locking rules in Performance Management
1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Performance Management Menu Item.
4. Select Program Management menu item in Setup.
5. Select the Program from the list.
6. Click on the Data Locking Rules Tab.
7. Click on the Down Arrow.
8. Click on the Locking Title.
9. Select the Verification Level from the drop down.
10. Click on the Save Button.
