Lock objectives

If your organisation links OKRs to performance reviews, you may have the need to lock the edits on goals at the end of the quarter so that the status snapshot is preserved.

Admins can lock a quarter or an objective cycle once the quarter has ended. Once a quarter is locked, the following fields in a KR become non-editable; objective title, metrics, dates, description, owners, teams, check-ins. Note that writing new comments, linking and moving an objective are allowed even within a locked quarter.

Only admins can lock and unlock objectives of a given cycle

How to lock an objective cycle? Step 1: Once a quarter or an objective cycle has ended, admins will see the “Lock Objectives” button on the top right corner instead of the usual “Create Objective”.

Step 2: Click on the “Lock Objectives” button. This will lock all objectives from any further modifications by anyone

Step 3: On clicking the button, we ask for confirmation before locking the objectives

Step 4: Click on “Proceed to Lock Objectives” to complete the locking process. You will receive a confirmation message.

In all objective cycles that are locked you will see a banner indicating the locked status as well as the admin who performed the operation.

How to unlock an objective?

Step 1: Click on “Unlock Objectives” button present on top right corner

Step 2: Click on “Yes, Unlock Objectives” for confirmation.

Once done, you will see a confirmation message that objectives are unlocked for modifications.

How do employees know that objectives are locked?

When someone wants to modify objectives of the previous quarter / cycle, they need to first navigate to that cycle using the objective cycle dropdown. When they click to change a cycle, they see a locked icon next to respective cycles.

On entering into a cycle, all users will see a banner in the top middle of the screen letting them know that objectives are locked for this cycle. They are told what lock means, who locked and when.

Non-admins can contact admins to request for unlocking of objectives so that they can make modifications. On clicking “Contact admin”, one is taken to the user list page where they can copy the email id of admins and contact them outside the tool.

When the lock is removed, things go back to business as usual.

1. Locking and unlocking is an admin-only feature.

2. Any admin can lock and unlock objectives.

3. Admins can know who locked and unlocked along with when it happened at a given point in time.