Locking a Daily Report

When you lock a daily report, it becomes read only, except for the following:

• State - Shows Void or Locked for most users. Users with Administrator permission or the Author see Locked, Void, or Active.
• Linked documents
• Safety tab - Edit page is read only, except for the Outcome, Completed Date, and Checked By.

Only an Administrator or the author of the report can unlock a locked daily report. Note: An alternate way to lock a report is to add your signature image to the report. See Signing a Daily Report for more information.

To lock a daily report:

1. Navigate to: Document ManagementDaily Reports.
2. In the Favorite Projects drop- down list, select the project you want to display.
3. Select the desired daily report by clicking the corresponding radio button.
4. Click Edit.
5. In the State field, select Locked.
6. Click the appropriate Save button, as follows
   • Save/Close - Saves the entered information and closes the active page.
   • Save - Saves the entered information and continues to displays current page.
   • Save/New - Saves the entered information and clears the fields to allow for new entries.