Updating the Single Best Record Directly

Unless a field in an SBR is locked for overwrite, the value for that field is recalculated by the survivor calculator each time the patient profile is updated. If you determine that a value in the SBR is the most accurate data and should not be updated, you can lock the field. If you unlock a locked field, the value of that field is automatically recalculated by the survivor calculator as soon as the unlock action is committed.

To learn how to update a field directly in the SBR, see Locking an SBR Field on the Patient EDM.

To learn how to unlock and SBR field so it can be updated by the survivor calculator, see Unlocking an SBR Field on the Patient EDM.

Locking an SBR Field on the Patient EDM

When you lock a field in an SBR, that field can only be updated through the Patient EDM by a user who has overwrite permissions. Locking a field in the SBR removes the survivor calculator from the update process for that field and any updates made to or by system records will not update the locked fields in the SBR.

Figure 48 Locked fields in an SBR

To Lock a Field in the SBR

1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile containing the field you want to lock on the View/Edit page.

2. In the EUID tree, select the component in the SBR containing the field you want to lock.

3. If necessary, update the value of the field to be locked.

4. Select the overwrite check box to the left of the field.

5. Click Commit.

   The field is now locked and cannot be edited by updates to system records until the lock is removed.

Unlocking an SBR Field on the Patient EDM

Once you unlock a field for overwrite in an SBR, the SBR is recalculated by the survivor calculator and the field can be updated by changes made to system records. If you added a child object to an SBR and then unlock all fields in the new object, that object is removed from the SBR by the survivor calculator.

Figure 49 Unlocked Fields in an SBR

To Unlock an SBR Field

1. Using one of the search methods described in Searching for Patient Profiles, display the patient profile containing the field you want to unlock on the View/Edit page.

2. In the EUID tree, select the object in the SBR that contains the field you want to unlock.

3. Clear the overwrite check box to the left of the field you want to unlock.

4. Click Commit.

   The field is now unlocked and can be edited by updates to system records. The SBR is recalculated by the survivor calculator.