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All forms in a visit

To freeze, unfreeze, lock, or unlock all forms in a visit:

  1. Navigate to any form within the desired visit.

  2. In the Select Action drop-down list, click one of the following:
    • Freeze Visit—To freeze all forms in the visit.
    • Unfreeze Visit—To unfreeze all forms in the visit.
    • Lock Visit—To lock all forms in the visit.
    • Unlock Visit—To unlock all forms in the visit.

    Note: The selections in the Select Action list depend on the rights you have been assigned. For example, if you have the right to freeze a visit but not to lock it, only the Freeze Visit and Unfreeze Visit selection are present.

  3. Click Apply.

    A message appears, indicating the number of forms that were affected. Additionally, freeze or lock icons are added or removed as follows.

    Action

    Changes to the display of icons

    Freeze Visit

    In the Time and Events Schedule, the freeze icon appears next to the traffic light for each non-common, started CRF in the visit. The freeze icon also appears next to the traffic light for the visit in the Case Books List.

    Unfreeze Visit

    The InForm application removes the freeze icons from the non-common forms in the Time and Events Schedule. The InForm application also removes the freeze icon from the visit in the Case Books List.

    Lock Visit

    In the Time and Events Schedule, the lock icon appears next to the traffic light for each non-common, started CRF in the visit. The lock icon also appears next to the traffic light for the visit in the Case Books List.

    Unlock Visit

    The InForm application removes the lock icons from non-common forms in the Time and Events Schedule. The InForm application also removes the lock icon from the visit in the Case Books List.

Note: When you freeze, unfreeze, lock, or unlock a visit, the status of any common forms in the visit does not change. Freeze, unfreeze, lock, or unlock a common form at the form or case book level.

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