How To Lock Action Data

First, make sure that all of your Action data is entered, including estimates and costs on Tasks and Resources.

The System Administrator will have set the Lock Action Option in the Options Form, Actions section, for the organisation:

The Administrator will have selected one out of the list of three:

•      At Request Approval locks the Action data, when you click the Request Approval Task

•      At Issue locks the Action data, when you click the Issue Work Order Task, followed by the Issue button in the Issue Form

•      At Completion locks the Action data, when you click the Complete Task

In all cases the effect is to disable editing of the Action data, except for:

•      Actual Quantity and Actual Cost

•      Documents

•      Diary Notes

•      Fields in the Completion Tab

Actions yet to be Completed can be deleted, provided the Action has not been Issued, in which case the Reverse Issue Task must be used first.