Once you submit data for a period, that month becomes locked on your side — the fields turn read-only and you can't edit them. This guide explains the lock.
💡 Tip — Who can use this Relevant to all clients who submit data.
Quick reference
| Cause | What to do |
|---|---|
| Period was submitted | Contact your partner to adjust |
Why periods lock
When you click Submit, the period's status changes to "Submitted" and the data is locked. This hands the data to your advisory partner for review — keeping it stable so their scoring and commentary are built on a fixed, unchanging set of numbers.
If you reopen a submitted period on the Submit Data page, you'll see a lock indicator and read-only values.
📝 Note — You can't unlock it yourself There's no client-side "unlock." Once submitted, the period stays locked through the review and publish cycle. This is by design.
💡 Tip — What to do if you made a mistake If you spot an error after submitting, contact your advisory partner. They can make adjustments during their review or advise on the best correction. Don't try to work around the lock — plan to submit only when your data is final.