Lock a subject at the form or visit level

Sponsor users can lock forms and visits to prevent users from editing subject data.

Sponsor users assigned the Lock Subject Data Entered at a Site permission have the ability to lock forms and visits to prevent other users from modifying that subject's data.

Note:

Consider the following:
  • If all questions on a form are marked for unlock at the question level, any hidden questions on the form will also be unlocked.
  • Advanced Study Version changes will not be applied to locked data, but will be applied once the data is unlocked.
  • Coding updates and lab normal range updates will still be visible even if the form is locked.
  • There are instances when you might have to manually lock questions that couldn't be automatically locked. To do that, locate the visit that is referenced in the Auto-lock failure notification, identify which questions have the auto-lock rule configured, and lock them in your study. If you want to learn more about the Auto-lock failure notification, see Auto-lock failure notification.

Tip:

If the question's data you would like to lock was previously cleared, it may be necessary to refresh the page to view the Lock option in the menu.

To lock a subject's data at the form or visit level, follow these steps:

  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. 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 lock.
  5. On the Visit screen, click Lock Data and select Lock.
  6. Choose one of the following:
    • The checkbox next to the question or form that you would like to lock.
    • The checkbox next to Forms in the Forms side panel to lock the entire visit.
  7. Select one of the following to lock the selected item(s):
    • Lock
    • Lock & Close
  8. In the Lock Data dialog, select Lock to confirm you would like to lock the selected data.
    A lock icon (Lock icon) appears next to all forms and questions that have been started within the visit.
A lock icon (Lock icon) appears next to the visit.

Related Topics

Parent topic: Monitor subjects and sites