Lock or Unlock Case Data Details

Users who have the appropriate security role can lock or unlock case data details using the Data Group panel on the Case Summary page or from the Case Data page.

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 Admin 3.0 Guide for more information.
  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.

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

A locked 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.

The detail item is now unlocked.

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

An unlocked detail item can be edited by any other user.