Specify whether the form can be Locked (unable to be edited), the lock delay and any conditions that have to be met before it is lockable

Medical Records and some personal events may need to be locked immediatly or after a  delay so that they cannot be edited. You can specify a Form to have save and lock, specific conditions that have to be met for the lock (e.g. the save and lock only appears when a status changes, or when specific fields are entered) and the time delay between saving and the locking. See the steps below:

In the Advanced Properties Set the Lockable Field to "Yes" and a Lock Delay selection box will appear. Choose a delay if you need one

In the Advanced Properties Set the Lockable Field to "Yes" and a Lock Delay selection box will appear. Choose a delay if you need one

Set the Lockable Field to Yes.

Lock Delay is the time between when the event is selected to be save and locked and the delay until the lock is applied to the form. Having a 24hour lock allows you go back into the form to add additional notes or correct any fields before it is locked.

Most Medical Forms and Injury Forms have a 24 hour lock delay, but check with you local government to see if there are any restrictions around medical data and how soon afterward they need to be locked.

N.B. For advanced systems with linked records that pull into the event form, it is always a good idea if you are locking linked records to set a 24 hour lock. If your linked records pull to a SOAP note and you don't enter the correct date and then lock the form, your soap note won't pull through the correct information and the date can't be edited!!.

When this is set the Save and Lock button will appear on the Event Form (as shown here).

When this is set the Save and Lock button will appear on the Event Form (as shown here).

Select the Save and Lock button and the record will be locked instantly (if there is no delay) or after the delay that was specified.

If you need the Save and Lock button to only appear when certain form conditions are met (such as injury status equals to fully available) this can also be done.

If you need the Save and Lock button to only appear when certain form conditions are met (such as injury status equals to fully available) this can also be done.

The example here shows that the Injury form CANNOT be selected to be saved and locked because an additional locking criteria has been added to the Advanced Form Properties. It is not until these properties are met that the Save and Lock button will appear to be selected (as shown in the image in the step below).

The Locking Criteria of being Available is met and now the Form can be Saved and Locked. See the step below for how to enable this.

The Locking Criteria of being Available is met and now the Form can be Saved and Locked. See the step below for how to enable this.

To set this up go to the bottom of the Advanced Form Properties and set the "Locking Criteria" to be Lockable when all of" then click the green +

To set this up go to the bottom of the Advanced Form Properties and set the "Locking Criteria" to be Lockable when all of" then click the green +

Specify the Criteria that has to be met in order for the save and lock to appear.

Specify the Criteria that has to be met in order for the save and lock to appear.

Select the Field Name (obscured in the image here) that you are going to set the criteria for.

Set the Condition. e.g. Equal To

Set the Search Term (e.g. what is must be).

The example here shows that in order for the Save and Lock to appear the Availability Field must be Equal To- Available

Again, set up your criteria, save the form, go to the actual application and then enter data into the actual form. Check that it is set up correctly and that it works functionally with the expected use of the data

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