Depending on your system set-up, once close week has been finalised, calls and/or meetings can no longer be edited. If you notice a mistake, however, the close week codes can be reset to provisional to allow changes.
Depending on your system set-up, you may be able to re-open the week yourself, or you may need to ask your manager to re-open the week for you.
- From the Menu, select Activities, Close week OR from the diary under the Actions tab click Close Week Commencing dd mmm yyyy
- Under the Actions tab click Set Provisional
- Click the Save and Exit button to confirm the change
The strike through on the close week codes in the diary will be removed and you will be able to edit your calls.
Important: Reopening a week has implications for reporting so should not be carried out unless necessary. Some systems are configured to allow you to reopen your own weeks. If not your manager or client administrator will be able to reopen your week for you.