Year settings

In addition to the name, start, and end date, some advanced settings will be relevant at different times during the reporting period.

Go to Company setup and Active year. Click the pen icon to Edit year.

• The eye icon indicates if a year is visible. 
• There is a padlock icon if the data given for that year is locked.
• The house icon indicates that the year is set as default.

Default

When ticked, the year will be the selected year reporters see after logging in. Only one year can be marked as a default. If you mark a year as being the default, any other year previously marked as the default will be removed as the default.

Visible

If ticked the year is visible to reporters. It should be ticked to allow reporting to be done for this year.

The year will always be visible for users with the Controller role, no matter if it is set to be visible or not. This way a year can be kept from reporters while setup work is being done, eliminating any confusion for the reporters.

Year locked

When the reporting for a year is complete, the year can be locked. The year will still be visible for the reporters, but no changes can be made to registrations.

Once the organization has started using the data, new additions cannot be made without prior agreement.

When a year is locked, reporters are notified by way of a notification bar. This bar details who the reporter should contact if they do need to make a change to the data.