Unlocking a Proposal
Why is my record locked and how can I prevent locking issues?
Records lock when a user is in the proposal record in edit mode. This keeps data from being overwritten at the same time. Only one user can edit at a time, so the record locks. If a record is locked, another user can still view the whole record, but they cannot
edit.
In order to prevent a record from being locked, users should always return to their Dashboard when finished working in a record.
To access a proposal being used by another user:
If attempting to edit a proposal another user has concurrently open, the following box opens. A small lock icon will also be visible in the upper right corner of the main window.
- Click on the Stay on Page button and a Chat box will open.
- Enter a message explaining that editing access is needed. Type the message in the grey box which reads Send a new message.
- Click on the blue arrow icon to send the message. A chat box will open on the screen of the other user. The other user can also chat back and forth. Once the other user exits the proposal, it will become available for editing.
- A message similar to the one below will display.
- Refresh your screen by clicking on the refresh icon which can be found in the browser’s address bar at the top of the user’s screen.
To remove your own lock:
A lock message displays when a user is locked out of their own PD. Note the last paragraph indicating that Key Persons are still able to complete their own certification, if appropriate.
- Click on the Lock icon that appears near your name at the upper right corner of the Fibi window. It will look a little different depending on which computer or browser you are using.
- Click on the release or unlock button at the right of the PD you wish to unlock.
- Confirm you wish to release your lock.
- The following message will display. Click on the X in the message and the locked documents box.
- Refresh your screen by clicking on the refresh icon which can be found in the browser’s address bar at the top of the user’s screen.
NOTE: If you are still having difficulty unlocking the proposal,
- Click on the ORIS Support tab and send the ORIS team a message.
- Click on the Request for Support button.
- Enter a message explaining the issue.
- Click on the Submit Question button –OR– send an email to [email protected] with Unlock PD# in the subject line.
Last Revised: 10/23/2025
