Lock a value column so only insurance administrators can change it
Some figures on the values form are not the site's to decide. Your insurance team may set the business interruption period for every site, or agree a building value with the insurer, and a site that changes it on its own puts the renewal out of step. You can now lock those columns.
Lock a column for the period
The value columns table under Insurance > Settings has a lock switch in every row. It works for the built-in values, the Business Interruption Period and your own columns alike, and saves straight away.
Only insurance administrators, people with Manage Settings on the Insurance board, can change a locked value. Everyone else sees it on the values form with its input disabled and a short note saying it is locked.
Sites still review it
A locked value still belongs to the site's review. Sites can add information about it, attach files and confirm it as unchanged, so their progress can still reach 100%.
Imports and API calls follow the lock
The lock holds wherever values are entered. A bulk import by someone else is refused when it fills a locked column, and blank cells keep the values as they are. Updates through the API and the 21RISK assistant are refused the same way.
Locks carry into the next period
Locks belong to the period, and a new period starts with the previous period's locks. Locking and unlocking a column is recorded in the activity log.
Read more in our docs.