Lock schedule days
Lock days in the schedule to prevent them from being changed by the automatic scheduling, optimization or by manual changes. This is useful to temporarily block changes to certain days in the period that you are currently working on.
You can lock schedule items, like days off, a specific shift category or an absence type. It is also possible to lock any shifts you select. The lock always applies to the whole day.
Locked days are indicated with a pattern on small gray dots.
NOTE The locks are only applied in the ongoing session. They are not shown to other users and are not saved for your next session.
Prerequisites
- You have the Schedules permission.
- You have the Global functions > View schedules permission.
- You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.
- You have the Global functions > View unpublished schedules permission.
Page location
Client > Schedules > Open schedule
Procedures
Lock selected days
- Select the days you want to lock in the Schedule view.
- Click Lock.
Lock all days with a selected schedule item
- Click the small arrow next to Lock.
- Select the item to lock.
-
Select to lock all days with that item scheduled or to lock a specific type of that item, for example one absence type.
All days in the opened period where the selected item is scheduled are locked.
Lock all days with a selected schedule tag
- Click the small arrow next to Lock.
- Select Lock tags.
-
Select the schedule tag to lock.
All days in the opened period that are tagged with the selected tag are locked.
Unlock selected days
- Select the days to unlock in the Schedule view.
- Click the small arrow next to Unlock.
- Select Unlock selection.
Unlock all days
- Click Unlock to remove the lock from all days in the open period.
Related topics