Lock an IEP for editing

Your district might use table locking for IEPs. Table locking lets only one user modify information on the IEP data table at a time.

A lock on an IEP has a time limit, set by your district. Once the time limit is met, you are prompted to save the IEP or cancel the lock. Clicking Cancel unlocks the IEP without saving your changes.

If your district is using table locking, you must first claim the IEP lock before editing.

To claim and lock an IEP for editing:

  1. Log on to the Special Education view.
  2. Select IEP or Student > IEPs.
  3. Open the IEP you want to edit. A yellow Unlocked icon " " appears at the top of the record.

    Note: If the red Locked by another user icon " " appears, someone else has locked the IEP data for editing, and you must wait until they are done before you can make your changes. If you have override privileges, you can override the IEP data table lock. If you do so, the following warning appears.
    Warning that current user's changes will be discarded by continuing

  1. Click the yellow Unlocked icon. It changes to a green Locked icon Green locked icon.
  1. Edit the IEP. A timeout warning appears when you have less than a minute on the lock.
  2. Timeout warning asks if you want to save your changes to prevent record from being unlocked

  1. Click Save to save your changes and renew the lock for another interval or Cancel to exit the IEP without saving. If you do nothing, the lock is released, and your changes are discarded.
  2. When you are finished editing, click Save.
    Important: Unlocking the IEP alone does not save your changes.
  1. Click the green Locked icon to unlock the IEP.
Note: If a lock is overriden by someone else, the following prompt appears when you attempt to save.

Warning to claim a lock on this record before saving

Click the yellow Unlocked icon " " to reclaim the lock, re-enter your edits and save your changes; then click Green locked icon to release the lock.