Lock or unlock a review cycle

When your company completes a Best-Self Review® cycle, you can lock it to prevent any further changes from being made to the review cycle. However, there are times that you may need to unlock the cycle— for example, to let a person who was out of the office during the review cycle dates to finish submitting their reviews, or to allow a person to edit a submitted review. 15Five makes it easy to do both of these things.

In this article, you will learn:

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Note

Only review administrators and cycle collaborators can lock or unlock a review cycle. 


    Lock an ended review cycle

    Locking a review cycle means that users will no longer be able to submit reviews or edit any settings (due dates, visibility, transparency, etc) within the cycle. This should only be done when the review cycle is fully completed and all final meetings between managers and their direct reports have been held.

    1. Click on Best-Self Review® in 15Five's main, lefthand navigation bar.BSR.png
    2. Click on the name of the review cycle you want to lock.
      OpenEndedReviewCycle.png
    3. Click the orange Lock cycle button.
      LockCycle.png
    4. Check or uncheck the box next to "Release all unreleased reviews to teammates", then click Lock review cycle.
      LockCyclePopup.png
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      Note

      Checking the box next to "Release all unreleased reviews to participants" will share and finalize all submitted peer, manager, and upward reviews to each participant in the cycle whose results have not yet been shared. If peer and/or upward reviews are hidden from participants, they will not be shared, even if you choose to share all submitted reviews upon locking.

        5. To confirm the cycle has been locked, go back to your Overview page and check for a lock icon to the right of the cycle.
        LockedCycleNotice.png

        Unlock a review cycle

        1. Click on Best-Self Review® in 15Five's main, lefthand navigation bar.
          BSR.png
        2. Click on the name of the review cycle you want to unlock.
          OpenLockedCycle.png
        3. Click the Unlock cycle button.
          UnlockCycleButton.png
        4. Read the warning popup, then click Unlock review cycle.
          UnlockReviewCyclePopup.png
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