Lock a subject at the casebook level

Lock a subject's casebook to prevent users from adding new or updating existing data for that subject.

Sponsor users assigned the Lock Subject Data Entered at a Site permission can lock a subject at the casebook level, preventing other users from modifying that subject's data.

Before locking a subject at the casebook level, be aware that:

• Locking all subjects at a site does not prevent additional subjects from being added. On the Sites page, the Add Subjects option must be set to Off to disallow users from adding additional subjects.
• Programmable rules do not run against locked subject data.
• While subject locking is in progress, the Subject Locked status will not be reflected in the subject's history until the lock action has completed.

Use the following procedure to lock a subject's data at the casebook 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 subject you want to lock.
5. Click the Manage Subjects drop-down and select Lock Subject.
6. In the Lock Subject dialog, select Lock to confirm you would like to lock the selected subject.
   A lock icon () appears next to the subject and all visits, along with an updated status of Subject Locked in the Subject History.