How do I manage locking for notes?
You can choose between two options for managing the locking of notes in WriteUpp:
- Auto lock ON - Your notes lock automatically after 24 hours
- Auto lock OFF - No automatic locking of notes (editability is maintained with the protection of version history)
Importantly, in both cases, version history has been fully implemented, so you have a full audit trail of changes made to the note. You also have the ability to manually lock a note (thereby rendering it non-editable) if you wish to do so.
You can change the Auto lock setting for your site using the 'Auto lock' switch under Settings -> General (Admin only). Auto lock is set to off by default (see below). If you would like WriteUpp to automatically lock your notes after 24 hours, simply toggle the switch to the right.
To see the version history for a note, go to the Patient Summary, select the Notes tab and open an existing note. At the bottom of the screen click on View History:
You'll then see a modal detailing the history of the note and a preview of the content below:
From here, clicking on the eye icon within a line will open up that particular version of the note, as it was when it was saved:
You won't be able to make any changes to the historic versions here. To modify the current version, click Back at the bottom of the screen to return to the note in its current editable state.
If, for any reason, you want to lock a note so that it is no longer editable regardless of the auto lock setting, you can click on the lock icon at the bottom of the screen, as below:
This will ONLY appear if you have previously saved a note. When you click on it, you will be warned that locking it will prevent further amendments, as below:
When you click on OK, the screen will refresh, the note will be locked and the icon at the bottom of the screen will change to reflect this, as below:
Hovering the mouse over the icon will show who locked the note.
Site Administrators have the ability to unlock a manually or automatically locked note created by either themselves or another user. If a note has been prematurely locked to changes, just click on the key icon at the bottom of the screen to unlock it again:
You'll then see confirmation that it's been unlocked, with no need to save the changes to take this into account.
Updated on: 08/11/2023
Thank you!