locking feature

[(Peter MacIsaac)]

Working on a project that aims to prevent research assistants changing data after completing the form.

Is there a means to support a data enterer to lock the form after completion,  and not being able to unlock it  f

As far as I can see the only user permission options allow for a user who has locking permissions to also unlock.There does not seem to be an option to just lock it.

So what is wanted by the user is for the data entry person to lock a form at the end and be unable to unlock it, without going to a user with unlock powers.

This project makes it more complex by wanting to lock records on the mobile app  offline.

I would guess that the only option to ensure data integrity is use the logging / audit feature to identify changes made after the instrument has been closed.

Thanks

Peter MacIsaac

[Luke Stevens]

Hello Peter,

 

You're right, you can't have the lock permission without unlock. And you can't lock a form from the mobile app.

 

I have a couple of ideas for how to implement a scheme like this, but both require some coding:

 

1.       Give your data entry people lock/unlock rights so they can lock the form when they're ready to. Use the JavaScript injector or Shazam module to include a JavaScript function in the forms that:

a.       Reads the current user's username (i.e. from the #username-reference span)

b.      If the user is not in a white-list of allowed unlockers coded into the function then hide the lock record table row (#__LOCKRECORD__-tr)

 

2.       Don't give your data entry people lock/unlock rights, but write a DET or record save hook that (for example) locks the form when it gets saved with status "Complete". The locking could either be manually coded into the DET/hook or be done via an API call to the Locking API external module.

 

Regards,

Luke

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