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Observers - Unlocking Meetings and Observations

When you expand a locked activity in the dashboard, it displays a message and lock icon in the overview. Observers can unlock a meeting or observation to make changes. After you make changes, you will need to perform the signing and locking process again. 

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Unlocking a Meeting

  1. If you wish to unlock a meeting, click any of its steps to access the unlock link.
  2. Click Unlock & Reopen at the bottom of the screen.

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  1. In the dialog box that displays, click Unlock & Reopen.

observer-unlock-meeting-confirmation-sml.png

 

  1. After you complete your changes, you must repeat the signing and locking process.

See the article, Signing and Locking Meetings and Observations, for more information about signing and locking meetings. 


Unlocking an Observation

  1. To unlock an observation, click either Review & Close in the Observation Overview, or if you already have an observation step open, click Summary in the navigation bar.
  2. Click Unlock & Reopen at the bottom of the Review and Finalize screen.

observer-close-lock-locked-obs-unlock.png

  1. In the dialog box that displays, click Unlock & Reopen.

 

observer-unlock-obs-confirmation-small.png

  1. After you complete your changes, you must repeat the signing and locking process.

 

 

See the article, Signing and Locking Meetings and Observations, for more information about signing and locking observations. 

 

 

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