Unlock a subject at the form or visit level

Sponsor users can unlock forms and visits to allow users to modify subject data.

Sponsor users provided with the Lock Subject Data Entered at a Site permission have the ability to unlock forms or visits that were locked in order to prevent other users from updating that subject's data.

Note:

If all questions on a form are marked for unlock at the question level, any hidden questions on the form will also be unlocked.

Tip:

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

Use the following steps to unlock a subject's data at the form or visit level:

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. Locate the visit you want to unlock.
5. On the Visit screen, click the Lock Data drop-down and select Unlock.
6. Choose one of the following:
   • The checkbox next to the question or form that you would like to unlock.
   • The checkbox next to Forms in the Forms side panel to unlock the entire visit.
7. Select one of the following to unlock the selected item(s):
   • Unlock
   • Unlock & Close
8. In the Unlock Data dialog, choose an option from the Reason for Change drop-down, then select Unlock.
   An unlock icon () appears next to all forms and questions within the visit.

An unlock icon () appears next to the visit.