Locking and unlocking data

To lock a question, you need both the 'Lock at question level' and 'Monitor/review data' permissions

1. View the question in the Data Browser. How to do this...

2. Select the question/s to be locked. Use the Ctrl key to select multiple rows.

3. Right click on the question/s and select Lock Question from the popup menu.

 

You cannot lock a question if:

• it is already locked

• another user is editing the subject

• you do not have permission to lock data

Locked questions

• On an eForm, a locked question is greyed out and has the lock icon displayed next to it. See image

   

  

   

• In the Data Browser, a locked question is also indicated by red text. See image

   

  

   

• You cannot make any changes to locked data, or add comments, raise DCRs or create SDVs. You can create notes for locked data.

To unlock a question, you need both the 'Unlock at question level' and 'Monitor/review data' permissions

1. View the question in the Data Browser. How to do this...

2. Select the question/s to be unlocked. Use the Ctrl key to select multiple rows.

3. Right click on the question/s and select Unlock Question from the popup menu.

 

You cannot unlock a question if:

• it is not locked

• another user is editing the subject

• you do not have permission to unlock data

To lock an eForm, you need both the 'Lock at eForm level' and 'Monitor/review data' permissions

To lock a visit, you need both the 'Lock at visit level' and 'Monitor/review data' permissions

You can lock an eForm or visit from either the Schedule or from the Data Browser:

Schedule

1. Open the schedule for the subject.

2. Right click on the eForm or visit you want to lock and select Lock from the popup menu.

Data Browser

1. View the eForm or visit in the Data Browser. How to do this...

2. Select the eForm/s or visit/s to be locked. Use the Ctrl key to select multiple rows.

3. Right click on the eForm/s or visit/s and select Lock Visit/eForm from the popup menu.

 

You cannot lock an eForm or visit if:

• it is already locked

• another user is editing the subject

• you do not have permission to lock data

Locked eForms

• When you lock an eForm, all the unlocked questions on the eForm will also be locked.

• In the Schedule, a locked eForm is indicated by the lock icon . See image

   

  

   

• In the Data Browser, a locked eForm is also indicated by red text. See image

   

  

   

• You cannot make any changes to locked data, raise DCRs or create SDVs. You can create notes for locked data.

Locked visits

• When you lock a visit, all the unlocked eForms and questions in the visit will also be locked.

• In the Schedule, a locked visit is indicated by the lock icon . See image

   

  

   

• In the Data Browser, a locked visit is also indicated by red text. See image

   

  

   

• You cannot make any changes to locked data, raise DCRs or create SDVs. You can create notes for locked data.

To unlock an eForm, you need both the 'Unlock at eForm level' and 'Monitor/review data' permissions

To unlock a visit, you need both the 'Unlock at visit level' and 'Monitor/review data' permissions

You can unlock an eForm or visit from either the Schedule or from the Data Browser:

Schedule

1. Open the schedule for the subject.

2. Right click on the eForm or visit you want to unlock and select Unlock from the popup menu.

Data Browser

1. View the eForm or visit in the Data Browser. How to do this...

2. Select the eForm/s or visit/s to be unlocked. Use the Ctrl key to select multiple rows.

3. Right click on the eForm/s or visit/s and select Unlock Visit/eForm from the popup menu.

 

You cannot unlock an eForm or  visit if:

• you do not have permission to unlock data

You cannot unlock an eForm if:

• the visit is locked

• the eForm is not locked

You cannot unlock a visit if:

• the subject is locked

• the visit is not locked

Unlocked eForms

When you unlock an eForm, all its questions return to the state they were in before the lock was applied. This means that if some questions were frozen or locked when the visit was locked, they will be returned to their previous frozen/locked state.

Unlocked visits

When you unlock a visit, the visit and all its eForms and questions return to the state they were in before the lock was applied. This means that if some eForms or questions were frozen or locked when the visit was locked, they will be returned to their previous frozen/locked state.

To lock a subject, you need both the 'Lock at subject level' and 'Monitor/review data' permissions

You can lock a subject from either the Schedule or from the Data Browser:

Schedule

1. Open the schedule for the subject.

2. Right click on the subject label and select Lock from the popup menu.

Data Browser

1. View the subject in the Data Browser. How to do this...

2. Select the subject/s to be locked. Use the Ctrl key to select multiple rows.

3. Right click on the subject/s and select Lock Subject from the popup menu.

 

You cannot lock a subject if:

• it is already locked

• another user is editing the subject

• you do not have permission to lock data

Locked subjects

• When you lock a subject, all the unlocked visits, eForms and questions in the subject will also be locked.

• When a subject has been locked, no further changes may be made to that subject's data.

• In the Schedule, a locked subject is indicated by the lock icon . See image

   

  

   

• In the Data Browser, a locked subject is also indicated by red text. See image

   

  

   

• You cannot make any changes to locked data, raise DCRs or create SDVs. You can create notes for locked data.

To unlock a subject, you need both the 'Unlock at subject level' and 'Monitor/review data' permissions

You can unlock a subject from either the Schedule or from the Data Browser:

Schedule

1. Open the schedule for the subject.

2. Right click on the subject label and select Unlock from the popup menu.

Data Browser

1. View the subject in the Data Browser. How to do this...

2. Select the subject/s to be unlocked. Use the Ctrl key to select multiple rows.

3. Right click on the subject/s and select Unlock Subject from the popup menu.

 

You cannot unlock a subject if:

• it is not locked

• another user is editing the subject

• you do not have permission to unlock data

Unlocked subjects

When you unlock a subject, all the visits, eForms and questions return to the state they were in before the lock was applied. This means that if some visits, eForms or questions were frozen or locked when the subject was locked, they will be returned to their previous frozen/locked state.