Run an interim lock by visit or date cutoff
In the Casebook, open the Lock menu and choose Interim lock (cutoff), Lock selected subjects or Lock selected visits. Preview the scope, check the unresolved items, then sign to lock. Every run is listed in Lock history.
Where to find it
Casebook > Lock menu
Before you start
- Only Data Managers see the Lock menu.
Lock data in bulk
Open the Casebook and click Lock.
Choose Interim lock (cutoff), Lock selected subjects or Lock selected visits.
Set the scope: a visit cutoff (everything up to and including a visit) or a date cutoff, the site, and the participants or visits.
Click Preview scope.
You see how many fields, forms and participants will be locked, and the unresolved items: open queries, fields without SDV and empty required fields.
Click Sign and lock, tick the signature acknowledgment (and the outstanding items, if any), give a reason, type the confirmation text shown and your password.
Click Lock data.
Lock history and unlocking a run
Choose Lock > Lock history to see each run: when, type, scope, site, who signed, how many participants and fields, and the reason. Export gives the locked data as SAS XPT or CSV, for example for a DSMB. To undo a run, click Unlock, choose a reason and sign. Unlocked runs stay in the history.
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