Lock a forecast to the client

Modified on Mon, 26 Sep, 2022 at 12:07 PM

The forecast can be completed by the client or by the practitioner.

The practitioner can lock the forecast to prevent client edition.  


How to lock/unlock the forecast?

Only practitioner have this right.

  1. From "Forecast" in the "Overview".
  2. Click on the three vertical dots on the right to open the menu.
  3. Select "Lock to client".

 

To unlock it, repeat points 1 and 2 and select "Unlock to client".


Locked Forecast view

When the forecast is locked, a badge is displayed to indicate the lock.

  • The possible actions of the practitioner remain unchanged.
  • The client will be able to consult his forecast but will not be able to modify it.


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