Record Locking

Use record locking to:

• Prevent data conflicts.
• Prevent access to unsaved/uncommitted edits.

The record locking interface and behaviors vary depending on your system's record locking configuration (settings and security rights), who is viewing the locked record (lock holder or another User trying to access the locked record), and the CSM client (Desktop Client, Browser Client, or Portal).

Record locking is enabled and configured in CSM Administrator. Global locks are managed (viewed and unlocked) using the Record Locking Manager in CSM Administrator. With security rights, Users can alsoview and unlock their own locked records in the CSM Desktop Client.