Unlock multiple visits for a subject

From the Data Management view, you can unlock multiple visits for a same subject at once.

When you select multiple visits, the Manage menu may display both Lock and Unlock options. Visits to which the selected option does not apply are skipped. Similarly, if a visit is partially locked, choosing Unlock updates only the necessary data to match the selected state for the entire visit. Hidden questions within the selected visits are also unlocked.

• To unlock the entire subject, see Unlock data at the subject level.
• To unlock data at the question or form level, see Unlock a question, form, or visit for a subject.

To performs this task, you must be assigned with the Lock Subject Data Entered at a Site permission.

Note:

If any data is frozen, the data remains read-only. Site users cannot add or update data unless the forms and questions are both unfrozen and unlocked. See Freeze and unfreeze data.

1. From the Home page 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.

   Tip:

   You can use filters to narrow your list and search for specific subjects or visits to unlock. For more information, see Learn to navigate the Data Management view.
4. Locate the specific subject whose visits you want to unlock.
5. 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.
6. Select the visits whose data you want to unlock.
7. From the Manage drop-down select Unlock.
   If you want to unlock a single visit, you can also use the Actions drop-down to the right.
8. On the Unlock Data dialog, select a Reason for change, then select Unlock to proceed.

If the unlocking of multiple 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 Unlocked icon next to them.

After unlocking a visit, users with the appropriate permissions can edit the given visit's data.