* A ==Overview==The '''Record Lock''' can be enabled at Level 1, Level 2, and/or Level 3.* The Record Lock will give the first person to access a record in [[Edit mode ]] exclusive access to the record so that other others cannot edit it until released::[[Image:CheckedOut.png]]
A '''Record Lock''' can be enabled for:
* {{l1}}, {{l2}} and/or {{l3}} and on [[Transaction]]s<br />
* [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Level_1_Contact_and_Account_Field|Contacts]] and [[Organization]]s
* Other users trying <br />'''Note:''' The person with access to edit the record will NOT be prevented from doing so:presented with a message indicating that they have the record locked.==Enabling a Record Lock for L1, L2, L3 and Transactions==:A '''Record Lock''' can be enabled for {{l1}}, {{l2}}, {{l3}} and on [[Image:Locked.pngTransaction]]s.
# On the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]], select '''Enable Record Lock''' for each level that needs this feature.
* Global Administrators can override the record lock::[[Image:LockedUndoEnableRecordLock.png|link=|600px]]::'''Note:''' When a Global Administrator clicks the '''Undo Check Out''' button, and confirms that they wish to override the record lock the record will '''not''' automatically switch to Edit mode. It removes the record lock so that the next user (or Global Administrator) that accesses the record will be able to lock it when they enter Edit mode.
==Enabling a Record Lock for Contacts and Organizations==
A '''Record Lock''' can be enabled for Contacts and Organizations.
# Click on the '''Configuration''' menu, then select the '''[[Global Settings]]''' hyperlink.
# Navigate to the '''Organizations & Users''' tab.
# Under both the '''Company Settings''' and '''User Settings''' sections is a field titled '''Enable Record Lock'''.
# Add a check mark to the '''Enable Record Lock''' field to enable the feature.
# Click '''Save''.
==Record Lock in Action==
Other users trying to edit the record will be prevented from doing so, and will be presented with an appropriate message displayed prominently on the screen:
:[[Image:Locked.png]]<br />
{{GUA}}s can override the record lock:
:[[Image:LockedUndo.png]]<br />
::'''Note:''' When a {{GUA}} clicks the '''Undo Check Out''' button, and confirms that they wish to override the record lock the record will '''not''' automatically switch to Edit mode. It removes the record lock so that the next [[User|user]] (or {{GUA}}) that accesses the record will be able to lock it when they enter Edit mode.<br />
If a {{GUA}} has overridden the lock, when the user who originally had locked the record tries to save they will be notified:
:[[Image:OverrideMsg.png]]<br />
When a user logs out of [[SmartSimple]], all records they have locked will be released.
* If a Global Administrator has overridden the lock, when the user who originally had locked the record tries to save they will be notified:
:[[Image:OverrideMsg.png]]
==Troubleshooting==
* Occasionally a record can remain locked when it is no longer being edited (i.e. if the users user's [[Browser|browser ]] crashes or Internet connection fails when they have it lockedwhile editing a record). The record can be unlocked by ::* By a Global Administrator {{GUA}} using the '''Undo Check Out''' button on the relevant record. Alternately the :* The [[User|user ]] that locked the record can unlock it by editing it and then navigating away from the record.:* The record will be released as soon as the [[user]] that locked it logs out of [[SmartSimple]], either by clicking '''Logout''', or if [[Enable Logout|Automatic Logout]] is enabled, by navigating away from [[SmartSimple]] or closing their browser. ==Reporting==The Record Lock history of records can be obtained via [[Reporting]].The '''UTA Record Lock''' [[recordset]] can be joined to the {{l1}}, {{l2}} or {{l3}} record table. ==Making User's Name Anonymous on Record Lock alert==On the [[UTA_Settings_-_Security|Security tab]] of the [[UTA Settings Page]], a setting exists that, when enabled, will hide the user name on the Locked Record alert from the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption is "Anonymize Record Lock Owner Role Settings."
[[Category:Universal Tracking Application]][[Category:UTA Settings]]
