Use the Single Item Locking options to allow authorized users to lock checklist and reconciliation items and/or attachments after all sign-offs are complete. When enabled, items are automatically locked once the final sign-off is applied, preventing further edits. This allows single items to be locked before a full folder is ready to be locked. Per Entity, you can determine if you want to:
- Lock items and documents - Fully locks the item once all sign-offs are complete and review notes are closed. Sign-offs, documents, and item details can no longer be edited.
- Lock documents only - Only locks the attached documents upon completion, leaving other item details editable.
- Disable locking - Turns off single-item locking for the entity.
After enabling Single Item Locking, the final sign-off will automatically lock the item and its attachments (or attachments only, based on your Entity settings). If this feature is disabled, items remain unlocked. Should you need to make changes after a lock is applied, an Admin or Manager can manually unlock the item.
In the screenshot below you can see the types of items that can be locked using this Single Item Locking feature: Checklist Items, Documents, and Reconciliation Items.