Lock a subject at the form or visit level

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

Consider the following:

• You must be assigned the Lock Subject Data Entered at a Site permission to lock forms and visits to prevent other users from modifying that subject's data.
• If the question's data you would like to lock was previously cleared, it may be necessary to refresh the page to view the Lock option in the menu.

Note:

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

Tip:

Want to lock multiple subjects or visits at the same time? See Lock multiple subjects and visits at once.

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, and that you're on the Subject Overview view.

   Note:

   If want to lock multiple visits at the same time, you can also navigate to the Data Management view, filter your subjects appropriately, click a subject's ID link, and select the visits you want to lock. For step-by-step guidelines, see Lock multiple subjects and visits at once.
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 and select it.
5. On the Visit screen, select 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 sidebar to lock the entire visit.
7. Select one of the following to lock the selected items:
   • Lock
   • Lock & Close
8. On 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.