Unlock a subject at the form or visit level

Sponsor users can unlock forms and visits that were previously locked to allow users to modify subject data.

Consider the following:

• You must be assigned the Lock Subject Data Entered at a Site permission to unlock forms or visits that were locked.
• If the questions'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.

Note:

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

Tip:

Want to unlock multiple subjects or visits at the same time? See Unlock 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.
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 and select it.
5. On the Visit screen, select 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 on the Forms sidebar to unlock the entire visit.
7. Select one of the following to unlock the selected items:
   • Unlock
   • Unlock & Close
8. In the Unlock Data dialog, choose an option from the Reason for Change drop-down, then select Unlock.
   An Unlocked icon appears next to all forms and questions within the visit.

An Unlocked icon appears next to the visit.