Lock a question or query

Sponsor users can lock questions and queries to prevent users from editing subject data.

Sponsor users assigned the Lock Subject Data Entered at a Site permission have the ability to lock questions and queries to disallow other users from modifying that subject's data.

Tip:

If the item's data you would like to lock has been previously cleared, it may be necessary to refresh the page to view the Lock option in the menu.

Use the following procedure to lock a query:

  1. Determine in which mode you need to work. For step-by-step instructions, see Access your study in a specific mode.
  2. Along the top, make sure Subjects is selected.
  3. From the Site drop-down, select a site. For step-by-step instructions, see Filter subjects in a study.
  4. Select a visit with open queries.
  5. On the Visit screen, click the Lock Data drop-down and select Lock.
  6. Choose one of the following:
    • The checkbox next to the question or form that you would like to lock.
    • The checkbox next to Forms in the Forms side panel to lock the entire visit.
  7. In the Lock Data dialog, select Lock to confirm you would like to lock the question.
    A lock icon (Lock icon) appears next to the query.