When an instructor edits student documentation from their instructor account, it locks the documentation, preventing the student from making any changes while the instructor has it open. This safety measure prevents conflicts that could occur if both users try to make changes to the same opportunity at the same time. Instructors should click "unlock" when exiting documentation to avoid leaving the student's documentation locked. When an instructor edits and unlocks a student's documentation, it will be recorded in the history for the student's opportunity.
If an instructor does not unlock a student's opportunity after editing it, any instructor added to the class can unlock it later. The instructions below guide you through the process.
Unlocking Instructor-Locked Opportunity documentation.
1. Begin in your Instructor role for Platinum Planner.
2. Under the Opportunities tab, select Manage Student Documentation.
3. Locate the student's opportunity under the Documenting tab.
4. Click Edit for the opportunity under the Actions column.
5. On the upper right, click the Unlock button. This will unlock the opportunity for the student and bring you back to the Manage Student Documentation page.
To ensure that the documentation has been unlocked, you can view the opportunity. It will be reflected in the opportunity's history that it has been unlocked.
Note: If you click edit again instead of view, you will lock the documentation and need to click unlock when you exit.
- Click View for the opportunity under the Actions column.
- Click the dropdown for the History section. There, you will see where and when the documentation was unlocked.