Requisition Locking Overview

Novari eRequest requisitions now automatically lock to the first user who opens it. The requisition remains locked to that user while they keep it open in a browser window or tab. This feature should eliminate the scenario of users going to save only to find out the requisition has already been updated by another user.

Additional Details:

• Only the user with the lock can edit the requisition (others can view in read-only mode)

  • Requisitions unlock when the user navigates away or 90 minutes passes without an action (e.g., Save)

  • Requisitions do not always instantly unlock when window/tab is closed - to account for this there is a check every 5 minutes to unlock all requisitions that are no longer active/opened

• The "Lock Status" shows up on the list under the existing "Status" column and on the requisition summary header

List view when locked to the current user:

List view when locked to another user:

• "Lock Status" is a filterable field: the options are "Locked" and "Unlocked"

  • “Locked” shows both requisitions locked to the current users and others

• Quick Process will skip over any locked referrals

  • This includes requisitions locked to the current user, as they would already be open in another window/tab

• Admins can override the lock in the requisition "Settings" tab

  • This will assign the lock to them so they can make changes, or they can navigate away to unlock the referral for someone else to go into

  • The original user who has the lock will no longer be able to save their work, provided that when they go to save it's currently locked to another user and/or it has been updated by another user