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references/data-locking.md
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# Data Locking (SAC 2025.23)
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Purpose: protect planning data by setting lock states on model slices; integrate with multi actions and calendar tasks.
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## Concepts
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- **States**: Open (editable), Restricted (owner-only), Locked (no changes).
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- **Scopes**: defined by driving dimensions (e.g., Version, Time, Org).
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- **Owners**: users/teams with effective ownership for Restricted.
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## Configuration (modeler)
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- Enable data locking on planning model.
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- Define default lock state and driving dimensions.
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- Assign owners where needed for Restricted.
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## Applying locks
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- In modeler UI or Data Locking task.
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- In multi action via Data Locking Step (set state per filters).
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- Respect planning area: locks intersect with planning area scope during edit runs.
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## Scheduling
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- Use calendar Data Locking tasks to open/close periods; combine with data/multi action tasks.
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## Troubleshooting
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- Publish failures often due to locks; job monitor shows blocked records.
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- Adjust locks or use “publish and ignore warnings” to drop blocked records.
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Source: 016-data-locking-configuring.md (SAC Help 2025.23).
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