Purpose
In the Record Detail page, the Lock Record feature allows users to lock an existing record to prevent further changes.
What can you do with it?
The Lock Record ensures the integrity of essential data by allowing users to lock an existing record, safeguarding it from unintentional edits or changes. This is crucial for maintaining data accuracy and compliance within your quality management processes.
How is it done?
Access the Record Detail Page: Navigate to the specific record you wish to lock within the Record Detail page.
Locate the Lock Option: Find the Lock button prominently displayed alongside the record details.
Execute the Lock: Click the Lock button to set the record status to locked. This action will prevent any further modifications to the record.
Confirmation of Lock Status: Verify that the record is now locked by ensuring a lock indicator or message is displayed on the screen.
Important Considerations
Once a record is locked, reversing this action might require administrative input, so be certain of your decision.
A locked record restricts all edits, ensuring data remain static, which is vital for records that impact reporting and compliance.
Best Practices
Always confirm that all necessary information has been reviewed and finalized before locking a record.
Communicate with team members about record status updates to keep everyone in the loop and avoid any misunderstandings.
Regularly review locked records to ensure the locked status is updated according to the evolving needs of your operations.