How to unlock documents in NuGenesis LMS - WKB2267
OBJECTIVE or GOAL
To allow a user who did not lock the document to open the locked document for editing.
Documents that are marked as "Locked for Editing" can be opened read-only by any user who has access to the document's department or team. Normally, only the user who locked the document can open the document for editing (read-write). If the user who locked the document is unavailable for any reason, and the document must be unlocked so that other users can edit it, follow this procedure.
ENVIRONMENT
- NuGenesis 8 ELN SR1
- LMS FR1
- LMS SR2
PROCEDURE
Two users can unlock a locked document in LMS:
- The document's author and the department administrator or team administrator, if the document is assigned to a team.
- First, identify whether the document is assigned to a department or to a department and team. This information can be found by searching for the document through the Document Search option on the LMS main menu or through My Work > Documents.
- Go to the Administration page in LMS and click User Management.
- Select the Departments tab on the right.
- Locate the department in the list.
- Look for the Administrator column. The user listed in the Administrator column for the department can unlock the document.
- (N/A if the document is not in a team) Go to the Administration page in LMS and click Teams.
- Locate the team in the list. The user listed in the Administrator column for the team can unlock the document.
- Log in to LMS as the department or team administrator, as applicable.
- Open the document.
- Click OK for any messages about the document's state.
- In the LMS document editor, click the document menu, and then click Lock. A checkmark next to the Lock option on the menu means that the document is locked, and clicking the menu option opens the lock.
- After making the changes close LMS and log out to have the changes take effect.
ADDITIONAL INFORMATION
In NuGenesis LMS, Team settings overrule Department settings, if a document is assigned to both a Department and a Team. For example, if a document is assigned to Department A and Team B, then the document follows the signature workflow settings and privileges as assigned through Team B, and not Department A.
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