How to Lock a Template (Prevent Editing or Modifying)
How to Lock a Template (Prevent Editing or Modifying)
Overview
The "Template Lock" feature allows users to secure a template in its current form by locking it from any future edits or changes. Once locked, the template becomes read-only forever.
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When to Use Template Locking
- You want to preserve a finalized version of a template.
- You need to ensure that templates used across teams remain consistent and unaltered.
- You want to prevent accidental or unauthorized changes.
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What Happens When a Template is Locked
ACTION | AVAILABILITY |
---|---|
EDITING FIELDS/CONTENT | NOT ALLOWED |
DUPLICATING FOR NEW TEMPLATE | ALLOWED |
DELETING THE TEMPLATE | OWNER OR LICENSE ADMIN ONLY |
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Who Can Lock/Unlock or Delete Templates
- Only License Admins can delete a locked template.
- Templates cannot be unlocked or edited once locked.
- However you are allowed to duplicate the locked templates.
Can I Unlock or Edit a Locked Template?
No, locked templates cannot be unlocked or directly edited.
IF you need to make changes, you’ll need to duplicate the locked template and modify the copy.
How to Lock a Template – Step-by-Step
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Go to the Template Center in CxPlanner and choose the relevant template from "Checklists" options
Choose the template you want to lock
On the right side of the template, click the three dots. Select the “Lock Template” option
Confirm your action in the pop-up that appears. After confirming, the template will be locked
Lock icon will indicate that template has been locked * *
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Updated on: 07/09/2025
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