Lock and unlock a water reporting period

As soon as the water data of a reporting period has been reviewed, lock the period. Locked records carry the status “Locked” and can neither be edited nor deleted, which keeps the reviewed data set intact.

Prerequisites

• You are working in preeco | nachhaltigkeit on the “Water Consumption” page.
• You hold a permission that shows the “Actions” drop-down menu in the page header.
• The data for the period is complete and reviewed – after locking, no corrections are possible without unlocking the period again.
• Have a justification ready: “Lock reason” is a mandatory field.

Locking a period

1. On the “Water Consumption” page, open the “Actions” drop-down menu in the page header and select “Lock Period”.
2. In the “Lock Reporting Period” dialog, check the “Period” shown and, under “Records to lock”, the number of affected records – for example 1 across 2 organisations. The table below lists “Organisation”, “Mode” and “Balance” for each organisation.
3. Enter your justification in the mandatory “Lock reason” field (placeholder Enter the reason for locking this period...). The “Lock Period” button stays disabled while the field is empty.
4. Confirm with “Lock Period” – or use “Cancel” if records are still missing.

Checking the lock

• The “Period Summary” section shows the note “Period: [Period] Locked”.
• All records in the period carry the value “Locked” in the “Lock” column.
• The “Actions” menu now offers “Unlock Period” instead of “Lock Period”.

Unlocking the period again

1. With the period locked, open the “Actions” drop-down menu and select “Unlock Period”.
2. The “Unlock Reporting Period” dialog shows “Period”, “Records to unlock”, “Locked at”, “Locked by” and the stored “Lock reason”. Optionally enter an “Unlock reason” (placeholder Enter the reason for unlocking this period...).
3. Confirm with “Unlock Period” or discard with “Cancel”. The records can then be edited again (“Unlocked”).

Both locking and unlocking are logged with person, timestamp and justification. Word the reason so that it holds up in an audit – for instance by referring to the completed data review or the sign-off by the responsible unit. If you reopen an already locked period for a correction, use the “Unlock reason” field and lock the period again immediately after the correction.