Lock Or Unlock Options

PowerSchool ERP has several options that let you lock users out of the system to prevent them from changing data when certain processes are run. Once a package is locked, it can only be accessed by the user who performed the lock procedure.

System Administration's Locks/Unlocks menu includes the following options:

Important
If you want to run an option within a locked package, you must first select the option, then run the appropriate lock procedure. These steps are described in the Procedures section.

Menu Path:  System Administration > All > Locks/Unlocks > select an option

In the following procedures, the same steps apply no matter which Lock/Unlock option you choose.

Locking an PowerSchool ERP package or the entire system

1. Select the option you will need to access during the lock. You must do this before locking the package or system.

2. Select System Administration > All > Locks/Unlocks, and then select an option to lock either a package (Fixed Assets, Fund Accounting, or Human Resources) or the entire system (Lock/Unlock System).

3. In the Lock/Unlock page that displays, click the Lock button.

4. In the confirmation dialog, click Yes to proceed with the system lock.

   • If there is no user activity that needs to be cleared, the system performs the lock. In this case, the procedure is complete. Be sure to run the Unlock procedure when you finish your work.

   • If there is user activity, the system lists the appropriate User IDs, options that are running, and date/time information. Proceed to Step 5.

5. If there is user activity, The system lists all user activity that needs to be cleared before it can perform the lock, including the User IDs, options that are running, and date/time information.

   • Verify the date/time information for each listed user.

   • For users currently accessing the system, contact the people directly and request that they exit all system options as soon as possible.

   • There may be activity logged for inactive users. These are users with past sessions that remain open because of an improper exit from PowerSchool ERP. To clear this user activity, select Clear. A message displays indicating what the Clear will do. Click Yes to clear the users in the list.

6. Once you clear all user activity, you can run the Lock procedure as described in Steps 1-4.

Unlocking a PowerSchool ERP package or the entire system

1. Select System Administration > All > Locks/Unlocks, and then select an option to lock either a package (Fixed Assets, Fund Accounting, or Human Resources) or the entire system (Lock/Unlock System).

2. In the Lock/Unlock page that displays, click the Unlock button.

3. In the confirmation dialog, select Yes to proceed with the system unlock. A message displays, indicating the system is unlocked and ready for use.