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:

  • 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.

  • If user B makes changes, they will be notified that it’s locked by user A.

  • 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.

  • 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.