Locking and unlocking sections of an engagement

Alerts and notices

If you have the security permission to modify engagement security, you can lock the Workpapers, Trial Balance, Journal Entries, or Notes List sections of an engagement. This may be useful when preparing an engagement for finalization to prevent any further updates. You can also unlock a section of an engagement.

Note: This feature allows you to lock workpapers at the section level, but you can also lock and unlock workpapers at the file level.

Locking a section

  1. In the navigation pane, click the engagement.
  2. Click the Properties Binder properties button button in the toolbar.
  3. Click the Security tab in the Engagement Properties dialog.
  4. Mark the checkbox for the engagement section that you want to lock and click OK.

Example

To prevent additional changes to notes for an engagement, follow the procedure above, marking the Notes List checkbox in the Security tab, and click OK. If you navigate to the Notes List tab in the workspace for the selected engagement, you’ll see that the Edit, Reply, and Delete buttons in the ribbon are now disabled. (You will still be able to view notes that are locked).

Unlocking a section

To unlock a section that has been locked:

  1. In the navigation pane, click the engagement.
  2. Click the Properties Binder properties button button in the toolbar.
  3. Click the Security tab in the Engagement Properties dialog.
  4. Unmark the checkbox for the engagement section that you want to lock and click OK.

Related articles

Engagements overview

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