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Freezing or locking a form

Note: You can also freeze and unfreeze forms in the Data Viewer. For more information, see Freezing and unfreezing records in the Data Viewer.

  1. Navigate to the form you want to freeze, unfreeze, lock, or unlock.

    The buttons you see at the bottom of the form depend on your rights and the state of the form. For example, if you have the right to freeze a form but not to lock it, only the Freeze button is present.

    The Freeze and Unfreeze buttons, and the Lock and Unlock buttons are toggles. Only one of each pair is present, depending on the state of the form.

  2. Click one of the following:

Note: When you freeze, unfreeze, lock, or unlock a common form, the InForm application updates the status icon that represents the form in the Time and Events Schedule in all visits where the form occurs. However, the status icon for a common form in an unscheduled visit is not updated until you create at least one unscheduled visit.

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