What does locking a record do?
Locking a record prevents others from editing the record. Locked records can be unlocked by users with unlock permissions. The lock/unlock feature is available on all Data Forms: Incident, Case, Person, Organization, Item, and Vehicle.
To lock a record:
- Open a record in Perspective.
- Click the Lock button.
- Click Yes.
To unlock a record:
- Open a locked record in Perspective.
- Click the Unlock button.
- Click Yes.
Note: A record's status is denoted by the color of the lock icon in the listing pane.
- Locked records have a yellow icon.
- Records that were locked and have been unlocked have a silver icon.
- Records that have never been locked have a grayed out icon.
To assign lock permissions to a role or user:
- Log into Perspective as a user with access to the Administration section.
- Go to Administration > Roles or Users.
- Select a role or user.
- Click Edit.
- Click the Role Rights or User Rights tab.
- Check Enable for the Locking Records and Unlocking Records checkboxes, as applicable.
- Click Save.
- Log out and log back in to view changes.