Locking and unlocking records in the Data Viewer

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

Note: The Lock and Unlock 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 locking or unlocking depend on the view you select.

   • Summary View—Visit or site level.
   • Record Listing View—Visit and form level.
   • Record Comparison View—Visit and form level.

   You can lock records at a higher level than the current view. For example, when you are viewing data in the Record Listing View, you can lock or unlock a selected form, or all forms under selected visits.

3. In the toolbar, click the Lock icon ( ) or Unlock icon ( ).

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