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A data lock prevents changes to finalised data, ensuring accuracy across your records.

📌 Note: Visits are locked up to 23:59 on the day before the set to date.Log in to CallConfirmLive!, then click Tools.

Log in to CallConfirmLive!, then click Tools.

Click Data Lock, then select your agency from the dropdown.

Select the contract, then select Set to Date or Set to Period Date.

Enter the date required, then click OK.

1. Log in to CallConfirmLive!, then click Tools.
2. Click Data Lock, then select your agency from the dropdown.
3. Select the contract, then select Set to Date or Set to Period Date.
4. Enter the date required, then click OK.

How to add a data lock in CallConfirmLive!.

Add a data lock

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