When an Inquiry is marked complete and the inquiry is saved, the system is able to lock the record from users making changes. This is the default setting as of the March 2025 MSP deployment to production systems.
If an error was made and needs to be corrected, the record may be unlocked by clicking on the Unlock icon. This requires the user to have the correct permissions (see below).
| Permission Type | Parent | Permission Item |
|---|---|---|
| Screen (New Mode) | Inquiry Details | ButtonUnLock |
| Screen (Update Mode) | Inquiry Details | ButtonUnLock |
The current user roles that have these permissions by default are:
- CalMHSA Sys Admin
- County Affiliate Sys Admin
- Medical Records/Quality Assurance
- Clinician Supervisor
Once unlocked, the user can make the appropriate edits. Once the record is saved again and the status is “complete”, then the system will re-lock the inquiry. Any changes made to the inquiry during this unlocked phase will not be pushed to the Client Information screen. This decision was made because the Client Information screen is meant to be the source of truth and will likely have been updated since the Inquiry was first created. Before this functionality was deployed, making any changes to the inquiry record would push all client information data to the Client Information screen, overwriting what was already present. This resulted in inappropriate updates to the Client Information screen and inaccurate client data.
If a county chooses to not have their inquiries lock down, they can change the related configuration key, “AllowLockAndUnlockFunctionalityOnInquiryScreen” to “No”, which will result in the system reverting to previous behavior. This means that inquiries will always be editable, regardless of their status (“in progress” or “complete”), and any time the inquiry record is saved, the Client Information screen will be overwritten with the client data present in the inquiry record.
- Last Updated: April 30, 2025