How do I Lock a Staff Action Plan

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To stop further changes from being made to a plan, Staff Action Plans become locked once they are Approved.

  1. Click on the word "Draft".

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  1. View the signatures required for approval. Sign or have the appropriate approver sign any that may be needed.

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  1. Click Approve.

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  1. The Staff Action Plan is now Approved and Locked. Users will be unable to make any changes to the plan until it is un-approved and unlocked.

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