Define an Auto-lock rule

An Auto-lock rule can restrict site users from editing subject data during the study conduct period and after a specified event.

To add an Auto-lock rule to a question in a form's design, you must be assigned the Design Forms permission.

Before you can define a Auto-lock rule, you must do the following:

Ensure that you're assigned with the Design Forms permission.
Create a form and include at least one question it that form. For more information, see Forms.

Access the Draft version of a study as described in Open a study's design.
On the Forms tab, locate the form that you wan to add the auto-lock rule to, and double-click it.
Select Rules above the answer field of the triggering question.
On the Rules sidebar, select Add Rule.
From the drop-down, select Status Rule (Auto-lock).
From the When drop-down, select the condition that should be met for the auto-lock rule to trigger:
- Subject Screened
- Subject Randomized
- Subject Dispensed
- Visit Completion
To save the form, in the lower right of the form, select Save.

Tip:
If the Save button is read-only, make sure there are no blank questions on the form.

The rule is saved and you can test it in Preview mode.

If a site user wants to change data that's automatically locked, they will receive an informational message about the data being locked. If the Auto-lock rule is triggered and attempts to lock the data for five times unsuccessfully, all users with the appropriate permissions and access to the site will receive the Auto-lock failure notification .

To add, delete or update an auto-lock rule as part of a study version change, see Update a form during the study conduct period.

Parent topic: Set up a question to lock automatically