The lock edits feature enhances review integrity by preventing unauthorized changes to submitted assessments after specific deadlines or upon submission. This ensures that assessments reflect finalized content and helps organizations avoid conflicts or miscommunication in peer, manager, or direct report assessments.
Key benefits include:
- Enhanced Review Integrity: Prevents modifications to assessments after they've been submitted and reviewed
- Conflict Prevention: Eliminates situations where peer and direct report assessments are changed after managers have already read and shared them
- Calibration Protection: Protects calibrated manager scores from being overwritten while allowing comment adjustments
- Flexible Control: Provides administrators with multiple locking options to match organizational needs
When to Use the Feature
Use this feature when you need to:
- Ensure submitted assessments cannot be modified after deadlines
- Prevent peer and direct report assessments from being changed after sharing
- Protect calibrated scores from manager modifications
- Maintain assessment consistency throughout the review process
- Comply with organizational policies requiring locked submissions
Configuring Assessment Locking Settings
How to Configure Assessment Locking
Setting Up in Review Templates:
- Navigate to 'Reviews' > 'Templates'
- Select your review template or create a new one
- Go to the 'Timeline' tab
- In the 'Re-submission and sign-off' section, configure:
-
Lock edits to submitted assessments upon dropdown with options:
- Cycle closure or sign-off (default, current behavior)
- Assessment deadline (hard deadline approach)
- Submission (immediate locking upon submission)
-
Lock edits to submitted assessments upon dropdown with options:
Additional Settings:
- Allow comment edits for locked manager assessments: Toggle to permit comment modifications while keeping scores locked (hidden if 'Cycle closure or sign-off' is selected)
- Request sign-off: Moved to 'Re-submission and sign-off' section with updated copy
Setting Up in Active Review Cycles:
- Navigate to 'Reviews' > 'Cycles'
- Select your active cycle
- Click 'Timeline' on the left sidebar
- Modify the 'Re-submission and sign-off' settings as needed
- Important: Changes apply immediately and may lock or unlock assessments based on your settings
Timeline Context Based on Selection
Cycle Closure or Sign-off (Default):
- Assessments can be edited until cycle closure
- Self-assessments can be edited until sign-off by reviewee
- After sign-off, manager and self-assessments are locked permanently
Assessment Deadlines:
- After each deadline, submitted assessments can no longer be edited unless unlocked by admins
- Manager assessments lock after manager deadline
- Peer / direct report / self-assessments lock after their respective deadlines
Submission:
- Assessments lock immediately upon submission
- Cannot be edited unless unlocked by admins
Unlocking Individual Assessments
To unlock a locked assessment:
- Navigate to 'Reviews' > 'Cycles' > select the relevant cycle
- Search for the participant's name
- Click the pencil icon next to their name
- In the edit participant modal, click the lock icon next to the assessment you want to unlock
- Save your changes
Please note: Always ensure all involved parties agree before unlocking an assessment, as this will make it editable again.
A walkthrough tutorial on how to unlock assessments can be found in this article.