Lock a subject at the form or visit level

Sponsor users can lock forms and visits to prevent users from editing subject data.

Sponsor users assigned the Lock Subject Data Entered at a Site permission have the ability to lock forms and visits to prevent other users from modifying 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.

Advanced Study Version Changes will not be applied to locked data, but will be applied once the data is unlocked.

Coding updates and lab normal range updates will still be visible even if the form is locked.

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 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 lock.
5. On the Visit screen, click Lock Data 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. Select one of the following to lock the selected item(s):
   • Lock
   • Lock & Close
8. In the Lock Data dialog, select Lock to confirm you would like to lock the selected data.
   A lock icon () appears next to all forms and questions that have been started within the visit.

A lock icon () appears next to the visit.