Tag Archives: Locked Data

Override data locks when needed

When you absolutely need to edit something that another user is currently editing, you can take this extreme measure

Lesson #155
Personal – Locked Data function

To prevent two or more people from working on the same data at the same time and overwriting each other’s work when they save, RB “locks” data when someone accesses it so that only that person can edit it until they save, cancel, or close the data window. You can use this function to release a lock to switch access from the current user to yourself.

When you attempt to access data that another user is already accessing, you can view the data but you cannot edit it. If you attempt to edit the locked data, RB displays a popup that tells you the data is currently being edited and identifies who is editing it.

If you can’t wait for the other RB user to finish — and you can’t contact them to save their work and “unlock” the data but you need immediate access — you can use this function to override a lock to access the data. We don’t recommend this except as an emergency procedure because it overrides anything the other user has entered but not saved yet.

This function displays all currently locked data showing who is using what data in which database and when they started using it. You can sort the list by one or more columns in ascending or descending order (but when you exit the function RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

TL;DR: Only one person at a time can edit data in an RB function but you can use this function to switch access to yourself. 

RB concepts in this lesson

Users: You and your staff who directly access RB.

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Personal

The personal section is accessible under the user name on screen

Lesson #152
Your corner in RB is literally in the corner

The personal section is accessible under the user name in the top right corner on screen. What you can do in this module includes:

  • Receive automatic notifications from the system and exchange messages with other RB users in a format similar to an internal email system. 
  • Change your password at any time. Can also change it at log-in if you forget your password.
  • Release a lock on data in RB to switch access from the current user to yourself.
  • Update user preferences including overriding some global system preferences for your account only.
  • Clear your window by closing all tabs at once.
  • Log out of the program.

Personal functions by name

TL;DR:  Communicate with others in your office, manage your RB9, and shortcut some work in the system.

 

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