Locking and Unlocking Working Versions of the Budget

Overview

When a working version of a scenario/activity is opened for editing, that working version is automatically locked. Other people at the agency cannot edit a locked working version. To unlock the scenario/activity after making edits, simply click the Unlock button for that version line item on the My Planning Workspace page. A Release button displays in the same column as where the Unlock button displays. Click Release to release the version.

• There is a batch job that runs on a nightly basis to unlock planning centers that have been locked during the day.

Steps

• myOhio.gov > OAKS FIN > NavBar > Navigator > Planning and Budgeting > Activity Preparation > My Planning Workspace

• The fiscal years are an example only. The steps/process throughout the document remains the same, even if the fiscal years are different.

1. Enter or select "Preparer" in the Role Name field.

2. Click Search.

• Search Results displays a list of all models available to someone with the specified role.

3. Click the Scenario to unlock.

• The My Planning Workspace page displays the planning center budgets for that model.

• This page can be accessed by another link once in the application; one of the possibilities is by clicking the My Workspace link.

4. Click Unlock or Release, as necessary, for the desired version.