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.
- From "Forecast" in the "Overview".
- Click on the three vertical dots on the right to open the menu.
- 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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