Lock or Unlock Case Data Details

Users who have the appropriate security role can lock or unlock case data details so that they can or cannot be edited by others.

PREREQUISITES:

  • Users must have the LockDetail permission selected under Case User > Case Data Group for the security role they are a part of. See Add a Security Role in the PLL Admin for 15.7 Guide for more information.

Users can lock and unlock group details using the Data Group panel on the Case Summary page or from the Case Data page.

  1. Open a case.
  2. Scroll to the Data Group panel on the Case Summary page.

NOTE: Tap Case Data from the Case Summary drop-down list to open the Case Data page.

  1. Tap the edit icon to the right of the data group.

The Data Group Edit panel opens.

Each detail item within the data group has a lock icon that allows you to lock or unlock individual detail items.

  1. Tap an open lock icon to lock the detail item.

The detail item is now locked.

  1. Tap Save.

NOTE: If you are locking, unlocking, or editing group details from the Case Data page, changes are saved automatically.

Now the detail item cannot be edited by any other user, unless they have permission to unlock the detail item.

  1. Tap a closed lock icon, to unlock the detail item.

  1. Edit the information for the detail item.
  2. Tap Save.

NOTE: If you are locking, unlocking, or editing group details from the Case Data page, changes are saved automatically.

The detail item has been updated.

  1. If you want the detail item locked again, tap the edit icon to the right of the data group you just unlocked the detail item for.

NOTE: From the Case Data page, tap the open lock icon to lock the detail item.

  1. Tap the lock icon to lock the detail item.

  1. Tap Save.

Now the detail item cannot be edited by any other user, unless they have permission to unlock the detail item.