Lock and Unlock Forms in Mentor EDC

• To review a video that shows this feature, click this link Lock and Unlock Forms in Mentor EDC.
• A user must have the appropriate permissions to access the EDC features to Lock Forms and Freeze Data.
• Click here if your system is configured to Freeze Forms and Lock Data.
• Typically, the types of users that have this permission are Monitors and Data Managers.
• After you Lock a form, the site may no longer edit the data (data is frozen).
• When this setting is applied at any level, all records below that level are included in the setting by default. Optionally, you may clear a check mark for specific levels to exclude them from the Lock.
• If a site needs to edit the data, they must contact the monitor or data manager with the request.
• The tools menu (wrench) at the top of the screen displays the Freeze Data option that can be used in conjunction with the Lock Form feature.
• The Unlock Form and Unlock All buttons display on the main screen when applicable and the Unfreeze Data option displays in the Tools menu when applicable.
• After completing the steps to Lock and Unlock forms plus Freeze and Unfreeze data:
  • An on-screen message displays in progress and completed (or failed). A confirmation dialog box DOES NOT display.
  • The icon for each form in the folder displays a symbol to denote the current status.
  • The History tab records the updated status, and the audit comment indicates Setting Folder Status (at the folder level).

A permissioned user may apply this setting at the following levels:

• Environment – When the setting is applied at the Environment level, all records are included.
• Site – When the setting is applied at the Site level, all Subjects and Subject Folders/Forms are included.
• Apply this setting at the Subject level to allow Site to remain Open/Unlocked.
• Subject – When the setting is applied at the Subject level, all Subject Folders/Forms are included.
• Subject Folder – When the setting is applied in Subject Data for a Subject Folder, all Subject Form records are included.
• Subject Form – When the setting is applied in Subject Data for a Subject Form, the individual Form record is included.

Lock One Form

Follow the steps below to Lock a form.

1. Select a form in the navigation tree.
2. Click on the Lock button.
3. The form is locked immediately, no dialog box displays for confirmation; screen displays progress/status.
4. A lock symbol displays on the navigation tree next to the form name.
5. You may Lock a completed form or a blank form.

Unlock One Form

Follow the steps below to Unlock a form.

1. Select a locked form in the navigation tree.
2. Click on the Unlock button.
3. The form is unlocked immediately, no dialog box displays for confirmation.
4. The lock symbol is removed on the navigation tree next to the form name.

Lock All Forms

Follow the steps below to Lock all forms in a folder.

1. Select a folder in the navigation tree.
2. Click on the Lock All button in the Set Folder Action tile of the main screen.
3. All forms are locked immediately, no dialog box displays for confirmation; screen displays progress/status.
4. A lock symbol displays on the navigation tree next to all form names.

Unlock All Forms within a Folder

Follow the steps below to Unlock all forms within the selected folder.

1. Click to select a Folder in the navigation tree.
2. Click the Unlock All button in the Set Folder Action tile of the main screen.

– OR –

3. With the folder selected, click the Unlock button from the top toolbar or use the Keyboard Shortcut (Ctrl + Shift + L).