This module may be used for customizing the Record Locking option and E-signature option on data collection instruments. The settings below are completely optional. Only users with Lock/Unlock user privileges can access this page, and they are the only ones who can lock and unlock records for a specific form. If they have the additional privilege, they may lock all forms at once for any given record. By default, any user with Lock/Unlock privileges will be able to see the Lock option at the bottom of the data collection instrument, although other users will not see this option. Once a form is locked for a record, the form will display (for all users) the time it was locked and the user who locked it, and all fields on the form will be disabled/read-only until someone with Lock/Unlock privileges unlocks the form.
Below, you may set the Record Locking option to be displayed
or not be displayed
on any given form, if you wish, by checking/unchecking the checkboxes on the far left. By default, the Record Locking option will be displayed on all forms for those with appropriate rights. You may also provide custom text, if desired, to be displayed for the Lock option by entering it in the text box and clicking 'Save'. If you have set the option to display the Lock option but have not set any custom text, the following text will be displayed by default: Lock this record for this form? If locked, no user will be able to edit this record on this form until someone with Lock/Unlock privileges unlocks it.
If custom text has been set, it can be edited
or removed
at any time by clicking the icons on the right. If nothing is changed on this page from its original settings, then the Lock option will be displayed on all forms for any user with Lock/Unlock privileges, and will display the default text listed above.
Display the Lock option for this instrument? | Data Collection Instrument | Also display E-signature option on instrument? | Lock Record Custom Text | Edit / Remove Custom Text |
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Process Coverage Of Services |
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