Question:

Why is a recalled Coaching Report locked in CRM?

Answer:

This is working as designed.

When the Recall button is clicked:

• The Coaching Report is locked.
• The OwnerId on Survey object is set to Coach_vod.
• The Recalled_Datetime_vod on the Survey object is set to the current date and time.

Note: Edit mode for Coaching Report is still restricted for all end users. The main purpose behind the recall option is to end the life of the report and remove visibility from the employee.

Related Documentation:

CRM Help Documentation: Recalling a Coaching Report

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