Learn how to enable and configure strict Case locking in your Vault.
About Strict Case Locking
Users can use strict Case locking to prevent other users from editing the Case and Case-descendent objects unless they are assigned to that Case in the Locked By field. This capability enforces restrictions on Case editing permissions for organizations that require more security.
For more information, see Lock and Unlock a Case.
Prerequisites
To use this feature, you must enable Manual Case Locking: User Check In and Check Out.
Configure Strict Case Locking
To manage strict Case locking, navigate to Admin > Settings > Safety Security Settings.
Perform the following configurations in the Case Locking section:
- To turn on the strict Case locking capability, select the Enable Strict Case Locking checkbox.
- To specify certain Case (
case_version__v) fields that should remain editable to users even with strict Case locking turned on, in the Excepted Fields drop-down, enter or select the desired fields. You cannot specify exceptions for Case-descendant objects.
Note: The Receipt Date and New Info Date fields appear twice in the drop-down. If you require these fields to be an exception to strict Case locking, select both corresponding fields that appear.
Objects Affected by Strict Case Locking
The following list outlines the objects that are protected by strict Case locking:
- Case (
case_version__v)
This includes the Case (case__v) and Parent Information (parental_case__v) object types. - Case Adverse Event (
case_adverse_event__v) - Case Assessment (
case_assessment__v) - Case Assessment Expectedness (
case_assessment_expectedness__v) - Case Assessment Result (
case_assessment_result__v) - Case Cause of Death (
case_cause_of_death__v) - Case Contact (
case_contact__v) - Case Drug History (
case_drug_history__v) - Case Diagnosis (
case_diagnosis__v) - Case Identifier (
case_identifier__v) - Case Medical History (
case_medical_history__v) - Case Product (
case_product__v) - Case Product Dosage (
case_product_dosage__v) - Case Product Indication (
case_product_indication__v) - Case Product Substance (
case_product_substance__v) - Case Relationship (
case_relationship__v) - Case Study Registration (
case_study_registration__v) - Case Test Result (
case_test_result__v)