Edit a Form (Multi-users)
When you use SMART Practice Aids with the multi-user feature allowed, controls are in place to prevent conflicts between users. When you first attempt to enter or edit information on a data entry screen, a prompt appears that asks "Would you like to Edit this form?"
Selecting
Yes
places a lock on the form. No other users are able to edit the form until you release the lock.You can also bypass the above prompt by right-clicking the data entry screen and selecting
Edit Form
from the shortcut menu. Selecting Edit Form
places a lock on the form. No other users are able to edit the form until you release the lock.note
While a lock generally applies to an entire form, there may be situations where not all items on a form are locked, due to data being shared between two or more forms.
Option to Release Locks
The option to release locks appears whenever you attempt to save the engagement. You can save your work at any time by selecting
Save
or Save As
from the File
menu (or by clicking the Save
icon in the toolbar). If you attempt to access another form without first saving, you are prompted with a message with options to "Save Now" or "Save Later."When you elect to save the engagement, the
Saving
window appears, giving you the option to specify whether to unlock the form.- ClickRelease Locksto allow other users to edit the form. If you want to perform edits on the form in the future, you will have to elect to edit the form again, as explained at the beginning of this topic.
- ClickKeep Locksto keep other users from editing the form. You alone will continue to have the ability to edit the form.
- Select theMaintain this setting for mecheck box if you want to continuing using Release Locks or Keep Locks as your selection while you continue editing and saving forms. This will automate the setting you select and prevent this prompt from appearing whenever you save a form.
Disable the "Maintain this setting for me" Option
If you selected the
Maintain this setting for me
option on the Saving
window, you can disable the option at any time.To disable the "Maintain this setting option for me" option:
- On theToolsmenu, clickOptionsand then clickApplication Settings.The Options - Application Settings window appears.
- Click theMulti-Usertab.
- Select theEnable prompt to keep or release locks after savecheck box.noteYour current setting (either Release Locks or Keep Locks) is indicated below this check box.
- ClickClose.TheSavingwindow again prompts you toRelease LocksorKeep Lockswhenever you save the engagement. Once you release locks for a form, another user can open and edit the form.
Update Your Copy of the Engagement
Use the
Refresh
button on the toolbar to update your copy of the engagement with changes from all other users in your multi-user environment.Clicking
Refresh
lets you edit an engagement on one machine and then allow someone on another machine to see your changes. Refresh
updates the engagement with the most current saved information from each user.