Freezing and unfreezing records in the Data Viewer

Note: You can also freeze and unfreeze forms from a CRF. For more information, see Freezing or locking a form or Freezing or locking several forms at one time.

Note: The Freeze and Unfreeze actions are not available for custom views.

1. Navigate to the Summary View, Record Listing View, or Record Comparison View in the Data Viewer.

   For more information, see:

   • Displaying the Summary View.
   • Displaying the Record Listing View.
   • Displaying the Record Comparison View.
2. Click in one or more data cells in the data table to highlight the records.

   The level of records (visit or form) that are available for freezing and unfreezing depend on the view you select.

   • Summary View—Visit or site level.

     Assigning InForm states to records in the Summary View requires that you select one or more cells that contain summary counts, and then click the appropriate icon in the Data Viewer toolbar.

     • The InForm state is applied to all the records represented by the counts in the selected cell(s).
     • You can use the Filters pane to apply the subject filter in the Summary View, or to assign states to a single subject or to multiple subjects across CRF types.
   • Record Listing View—Visit and form level.
   • Record Comparison View—Visit and form level.

   In the Record Listing View or Record Comparison View, you can click on one or more rows to highlight the rows, and then click the appropriate icon in the Data Viewer toolbar. The InForm state is applied to all selected records.

   For example, when you are viewing data in the Record Listing View, you can freeze or unfreeze selected forms, or all forms under selected visits.

3. In the toolbar, click the Freeze icon () or Unfreeze icon ().

   Note: A progress indication appears. An error message appears if there are any failed actions.