Setting up Workflow Lock Period Restrictions

This feature provides the ability for you to lock a period after a specified number of days, and to prevent specified actions from occurring for the following:

To set up period end closing restrictions

  1. Select Configure Profiles from the menu bar.
  2. Select your repair facility profile, and then select Edit from the mini-toolbar.
  3. Click on the Workflow - Lock Period link under Repair Management.
  4. Select the Lock period option, and then select the number of days from the Lock perioddroplist.
  5. Select the month end closing restrictions from the list of options.
  6. Select Save or Save and Close from the toolbar.