Editing a Case – Update Lock
The following business rules are in place to prevent you losing your changes if another user tries to update a case note at the same time as you:
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When user A makes changes, the case note will be locked to prevent anyone else updating it.
Other users can still look at the case note while it’s locked.
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If user B makes changes, they will be notified that it’s locked by user A.
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User B will have an option to obtain the lock for themselves.
If user B obtains the lock, user A will be notified immediately and will have a chance to copy their existing changes somewhere else like Notepad.
The lock will be released when user A saves the case note.
It can then be acquired by any user.
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In this situation, we don't expect user B to seize the update lock, knowing that user A could potentially lose their work (if they don’t take the opportunity to copy it).
Your agency can set up these business rules to apply to specific entity types (information report, incident report, person, vehicle, etc).