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Lock Records

As a Data Manager/Study Director, how are you able to lock records by subject, site and/or study?


  • jmacminn1jmacminn1 Posts: 18

    As a Data Manager, you should be able to lock an entire site, and entire study, or an event for a subject.

    To lock a study:
    1. Navigate to Tasks > Build Study
    2. Next to "Set Study Status" select "Locked" 
    3. Click "Save Status"

    To lock a site:
    1. Navigate to Tasks > Build Study
    2. Next to Task #6 Create Sites, click the View icon.
    3. Find the Site you want to lock. Select the Edit icon.
    4. Scroll down towards the bottom and find "Site Status for this study." Select "locked."
    5. Click "Submit Site"

    To lock an event for a subject:
    1. Navigate to the Subject Matrix.
    2. Find the Subject & Event you want to lock.
    3. Click "View/Enter Data" for the Event you want to lock.
    4. At the top, click "Edit Study Event"
    5. Next to status, select "locked."
    6. Click "Submit changes"

    You can only lock an event for a subject once the event has been marked complete (i.e. all forms are either marked complete or not started).

    I hope this helps!
  • luruthirluruthir Posts: 8
    via Email
    Thank you so much!
  • lindsay.stevenslindsay.stevens Posts: 404 ✭✭✭
    via Email
    You can also lock an empty event to prevent data entry. Schedule the event,
    open one of the event CRFs for initial data entry but do not save anything,
    close the CRF, change event status to stopped, change event status to
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