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Process Tracker
Getting started
View workflow
Edit workflow
  Select work
  Lock work items
  Unlock work items
  About step properties
    General steps
    Launch steps
    Submap steps
    System steps
    Component steps
    General information
    Data fields
    Attachments
    Workflow groups
    Step assignments and milestones
    Step routing properties
  View route properties
Manage workflow
   

Lock work items

Process Tracker must lock a work item before you can make any changes. You can explicitly lock the work at the selected steps, or Process Tracker will prompt you to do so when necessary. When you lock a step, Process Tracker locks all of the underlying work items—a step assigned to multiple participants has multiple work item. You can also lock an individual work item (see below).

If Process Tracker fails to lock some work items because other users or the system have them locked, it displays a list of work items that are already locked. You can choose to lock the remaining work items and continue your work, or to not lock any of them. You cannot override another user's lock.

To manually lock work items at selected steps

  1. Select one or more active steps on the workflow map.
  2. Click Lock Selected Steps on the toolbar.

    If some work items cannot be locked, Process Tracker displays a list of those work items. To cancel the entire request, click Cancel. To continue locking the available work items, click OK.

In an active step with multiple work items, you can lock a single work item without locking the entire step

To lock an individual work item in an active step

  • Select the step on the workflow map
  • In the History pane on the Step History tab, right-click on the item you wish to lock, then choose Lock from the context menu.