Finalize an Engagement

The
Finalize
feature places the engagement in a read-only state and prevents users from making further changes. If an engagement is finalized, you may restore it to
In-Progress
status. An open engagement must be saved before it can be finalized.
To finalize an engagement:
  1. Open the engagement you want to finalize.
  2. On the
    File
    menu, click
    Finalize
    .
    A message explains how the
    Finalize
    feature works and how you can restore a finalized engagement to
    In-Progress
    status.
  3. Click
    Yes
    .
    The engagement now has a read-only status, as shown in the SMART Practice Aids title bar.
  4. You can scroll through and view the engagement, but you cannot make changes to it.
To reset a finalized engagement:
On the
File
menu, click
Reset to In-Progress
.