Overriding Locked Sample Management Records

  • Browser

To ensure seamless updates while maintaining data security and compliance with regulatory requirements, admin users and integration users can update fields on submitted or locked Sample Management records without manually unlocking the record or requiring Modify All permission. With this feature, locked records can be updated on the following objects:

  • Sample_Order_Transaction_vod
  • Sample_Transaction_vod

For example, when Business Reply Cards (BRCs) are shipped by a fulfillment vendor and delivered to the HCP, the Shipment Status field on the Sample Order Transaction record must be updated. Admin users or integration users can easily override the locked record to update the Shipment Status, without modifying the record status or requiring extra permissions.

Who Can Use This Feature?

  • Browser Users
  • Users do not require an additional license
  • Admin Users, Integration Users

Configuring Overriding Locked Sample Management Records

To configure this feature:

  1. Ensure Configuring Sample Management is complete.

  2. Grant admin users and integration users Edit FLS to the Override_Lock_vod field on any of the following objects:

    • Sample_Order_Transaction_vod - Enables overriding the lock on submitted BRC records
    • Sample_Transaction_vod - Enables overriding the lock on submitted sample disbursement records

Using Overriding Locked Sample Management Records

To override a locked record, ensure the Override_Lock_vod check box is selected on the appropriate records during data loading or when updated by integrations.

When a record is edited by overriding the lock, it remains in its current status. For example, Submitted. Any edits made in the same transaction are written directly to the locked record, and audit records are created to capture these edits.

When updating Multi-Line Transaction records through data loading or integrations, changes are not carried across records within a group. For changes which apply across records, update each record in the group to ensure consistent data.

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