Locking and Unlocking Cases

Every time you edit a case, lock the case. Before editing a case, verify that it is unlocked. After editing a case and saving your changes, make sure to unlock the case.

Purpose:

• To enable the fields for editing.
• To prevent others from making changes while you are working on the case.

Prerequisite:

You must be the case owner, one of the case owners, or a member of the case's owner group(s).

To lock a case:

• On the resource navigator, right-click the case resource and select Lock Case.

  Or

• Display the Case Editor and click the Lock case check box at the bottom of the panel.

Locking the case enables fields for editing and prevents case co-owners from editing and overwriting your changes. When you are done with changes, unlock the case to make the it available to co-owners.

To unlock a case:

• On the resource navigator, right-click the case resource and select Unlock Case.

  Or

• Display the Case Editor and clear the Lock case check box at the bottom of the panel.

To view who locked the case:

Display the Case Editor of the locked case. At the bottom of the panel, the Locked by field next to the check mark displays the user name.