Support & Documentation

User Guide

Locking and Unlocking Time-Track History

Section Contents

• Overview
• Lock Time-Track History
• Unlock Time-Track History

Overview

You can protect reported time expenses from modification by locking the selected time periods. Time-track reported for a locked time period becomes not modifiable for all system users.

In case you need to modify the locked time-track, you can unlock the locked time periods.

There are two (2) access rights defined for locking and unlocking the time-track:

• Manage Customers, Projects, and Tasks
• Manage Users

You must have at least one of these access rights to be able to lock and unlock time-track history.

To access the interface for locking and unlocking time periods use 'Lock Time-Track' option of the top-level menu 'Time-Track'.

Lock Time-Track History

To lock time-track reported for a time period follow the instructions below:

1. Select 'Lock Time-Track' option in the top-level menu 'Time-Track' to open Lock Time-Track interface.

   
   Lock Time-Track interface

   To access Lock Time-Track interface you must have one of the following access rights:

   • Manage Customers, Projects, and Tasks
   • Manage Users

   Time period to lock is automatically pre-configured as follows:

   • The "From" date is pre-configured with the first not locked date.

     If the history of locked time periods is empty, date "From" is pre-configured to include all time-track reported before the specified "To" date.

   • The date in the "To" field is that of yesterday (if yesterday is not locked), or that of today (if yesterday is locked).

   The bottom part of the interface shows the history of already locked time periods. For each locked time period the following information is shown:

   • Dates "From" and "To" of the locked period
   • Who and when locked the time period
   • Comments provided by the user when locking the time period

2. Specify the date to lock time-track to and optional comments.

   The system accepts a variety of date formats. For example: "Mon DD, YY", "Month DD, YYYY", "MM/DD/YY", etc. So you can enter the "To" date using almost any date format you like.

3. Click 'Lock Time-Track' button. The system will lock the time period and reload the interface with the updated history of locked time periods.

Time-track reported for the locked time period becomes not modifiable for all system users. See section Unlock Time-Track History for information how to unlock the locked time periods.

Unlock Time-Track History

To unlock the last locked time period follow the instructions below:

1. Select 'Lock Time-Track' option in the top-level menu 'Time-Track' to open Lock Time-Track interface.

   
   Lock Time-Track interface

   To access Lock Time-Track interface you must have one of the following access rights:

   • Manage Customers, Projects, and Tasks
   • Manage Users

2. Click 'Unlock the last locked time period' link above the table listing the locked time periods.

   
   'Unlock the last locked time period' link

   You will be asked to confirm unlocking. If you confirm it, the system will unlock the last locked time period and remove the corresponding record from the history of the locked time periods.

   If you need to unlock several locked time periods, unlock them one after another.