From v2.13.5 (web) you have the ability to choose how documents are locked in WriteUpp.
Historically, documents were automatically locked after 24 hours and displayed with the status of "Read Only". This was a compliance precaution to ensure that there was no possibility (or inference if it went to court) that documents could be retrospectively modified.
You now have the ability to choose between:
- Automatically locking your documents after 24 hours
- No automatic locking and maintaining editability (with the protection of version history)
Importantly, in both cases, version history has been fully implemented so you have a full audit trail or changes made to the document and you also have the ability to manually lock it (thereby rendering it non-editable) if you wish to do so.
If you are an existing user and you wish to continue having your documents automatically locked after 24 hours you don’t need to make any changes.
No Automatic Locking
If you no longer want WriteUpp to automatically lock your documents after 24 hours you can now turn off this functionality by going to Settings->General (Admin only) and moving the “auto lock” switch to the left, as below:
IMPORTANT: Making this change will mean that documents will continue to be editable and will not be locked after 24 hours. However, with the introduction of version history (described below) you will have the protection of being able to see every change that has been made to the document when it was made and by whom.
To see the version history for a document go to the Patient Summary, select the Documents tab and open an existing document. At the bottom of the screen click on View History:
You'll then see a modal detailing the history of the document:
From here, clicking on a line within the modal will open up that particular version of the document 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 document in its current editable state.
If, for any reason, you want to lock a document 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 documents screen, as below:
This will ONLY appear if you have previously saved a document and when you click on it you will be warned that locking it will prevent further amendments, as below:
NOTE: the appearance of this message may differ between browsers.
When you click on OK the screen will refresh, the document 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 document.
Need More Help?
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