Lock a Ticket

Summary

When you Sign a ticket, it is automatically locked and cannot be edited. You can also lock a ticket manually to allow subcontractors to sign it, as they don't have permission to lock a ticket.

The 'Signature' form option must be enabled to allow users to lock and sign tickets using that form. Forms that are used for locked tickets will also be locked. Read more in Form Options.

Access & Permissions

Only Pro and Enterprise accounts created after February 2022 are eligible to sign and lock tickets.
If you have an older Pro or Enterprise account contact us to upgrade your account.

To lock a ticket you need an in-house user with a role permission to edit tickets and the user permission 'Tickets & Project Reports'.
To unlock a ticket you need an in-house user with the user permission 'Account'.
Read more in Permissions.

Locked Tickets

When you View & Edit a Ticket you can lock/unlock it.

The only way to edit a locked ticket is to unlock it, which automatically removes all signatures. Then you could make the required changes, lock and sign it again.

For locked tickets you can still edit the assignee, receiver, progress, status and write comments. This allows to assign the next signer or communicate if multiple signatures are required.

Field	Can be edited while locked	Cannot be edited while locked
Assignee	✔
Receiver	✔
Progress	✔
Status	✔
Comments	✔
Any other fields & attachments		×

Journal entries are added for locking or unlocking the ticket.

To lock a ticket:

Open the More menu
Click Lock ticket

Unlock a Ticket

To unlock a ticket:

Open the More menu
Click Unlock ticket
Click Unlock ticket to confirm that all signatures get deleted.