Unlock a subject at the casebook level

Unlock a subject at the casebook level to allow users to add new or update existing data for a subject that has been previously locked.

Sponsor users assigned the Lock Subject Data Entered at a Site permission can unlock a subject's casebook that was previously locked, even when its forms and visits were partially locked, allowing them to update that subject's data.

Use the following steps to unlock 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 unlock.
5. Click the Manage Subjects drop-down and select Unlock Subject.
6. In the Unlock Subject dialog, choose an option from the Reason for Change drop-down, then select Unlock.
   An unlock icon () appears next to the subject and all visits, along with an updated status of Subject Unlocked in the Subject History.