Unlock multiple subjects and visits at once

You can unlock multiple subjects or visits at once to allow data changes.

Consider the following before unlocking subjects and visits at the same time:

• If you queue a subject for unlocking, you cannot queue specific visits in their schedule to be unlocked until the subject unlocking action has completed. If you queue a subject's visits for unlocking, you cannot queue the subject for unlocking until the visit unlocking action has completed.
• If a subject or visit is partially unlocked, choosing Unlock updates only the necessary data to match the selected state for the entire subject or visit.
• When you select multiple subjects or visits, the Actions menu offers Lock and Unlock options. Subjects that don't require the selected action are skipped.

Tip:

You can always select a single subject or a single visit of a subject to unlock its data, as well.

You must be assigned the Lock Subject Data Entered at a Site permission to unlock multiple subjects or visits at the same time on the Data Management view.

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. In the upper-right corner of the page, select the Data Management view.
4. If needed, filter or search for specific subjects or visits to lock. For more information, see Navigate the Data Management view.
5. If you want to unlock multiple subjects at the same time, do the following:
   1. On the Data Management view, select all of the subjects you want to unlock.
   2. Select Actions and then select Unlock.
   3. On the Unlock Data dialog, from the Reason for Change drop-down, select a reason for unlocking subjects' data. Then, select Unlock.
6. If you want to unlock multiple visits of the same subject, do the following:
   1. On the Data Management view, search for the specific subject whose visits you want to unlock.
   2. On the Subject ID column, select the subject's number (ID).
      The subject's visits appear in the table, as well as their corresponding statuses and dates.
   3. Select the visits whose data you want to unlock.
   4. Select Actions and then select Unlock.
   5. On the Unlock Data dialog, from the Reason for Change drop-down, select a reason for unlocking data. Then, select Unlock.

If the unlocking of multiple subjects or visits is successful, you see a notification on the screen indicating that the unlocking is successful.

Until the unlocking action is complete, you may not see the expected Unocked icon next to them.

After unlocking them, you or other users can edit their data, granted they have the necessary permissions to do so.