Managing Locks - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Opening-Release-of-Information/Opening-an-Existing-Request/Managing-Locks - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

When a request is open by a user, the request is locked. When a request is locked, only the user viewing the request can modify it.

If a user opens a request that is assigned to another user, then neither user can modify the request until the lock is removed. A user cannot work on a request assigned to a different user, and the user assigned to the request cannot work on the request until the lock is removed.

A lock is removed when the request is closed, when the user who creates the lock logs out, or when the lock is manually removed. For example, if the Medical Records Unity Client shuts down unexpectedly, you may need to manually remove the lock.

To remove a request lock manually:

  1. From the Medical Records Unity Client, click the File menu.
  2. Select Manage Locks.

    The Manage Locks dialog box is displayed. From here, you can view information regarding each locked request, including the user who locked the request, the date the request was locked, and the Request #.

  3. Select one or more locks you'd like to remove.
    Release of Information requests use the ROI Request lock type, which is displayed in the Type column. The Request # is located in the Details column.
  4. Click Remove Selected. The selected locks are removed.