Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Internal control

Edit a Form (Multi-users)

When you use SMART Practice Aids with the multi-user feature allowed, controls are in place to prevent conflicts between users. When you first attempt to enter or edit information on a data entry screen, a prompt appears that asks "Would you like to Edit this form?"
Selecting
Yes
 places a lock on the form. No other users are able to edit the form until you release the lock.
You can also bypass the above prompt by right-clicking the data entry screen and selecting
Edit Form
 from the shortcut menu. Selecting
Edit Form
 places a lock on the form. No other users are able to edit the form until you release the lock.
note
While a lock generally applies to an entire form, there may be situations where not all items on a form are locked, due to data being shared between two or more forms.

Option to Release Locks

The option to release locks appears whenever you attempt to save the engagement. You can save your work at any time by selecting
Save
 or
Save As
 from the
File
 menu (or by clicking the
Save
 icon in the toolbar). If you attempt to access another form without first saving, you are prompted with a message with options to "Save Now" or "Save Later."
When you elect to save the engagement, the
Saving
 window appears, giving you the option to specify whether to unlock the form.
  • Click
    Release Locks
     to allow other users to edit the form. If you want to perform edits on the form in the future, you will have to elect to edit the form again, as explained at the beginning of this topic.
  • Click
    Keep Locks
     to keep other users from editing the form. You alone will continue to have the ability to edit the form.
  • Select the
    Maintain this setting for me
     check box if you want to continuing using Release Locks or Keep Locks as your selection while you continue editing and saving forms. This will automate the setting you select and prevent this prompt from appearing whenever you save a form.

Disable the "Maintain this setting for me" Option

If you selected the
Maintain this setting for me
 option on the
Saving
 window, you can disable the option at any time.
To disable the "Maintain this setting option for me" option:
  1. On the
    Tools
     menu, click
    Options
     and then click
    Application Settings
    .
    The Options - Application Settings window appears.
  2. Click the
    Multi-User
     tab.
  3. Select the
    Enable prompt to keep or release locks after save
     check box.
    note
    Your current setting (either Release Locks or Keep Locks) is indicated below this check box.
  4. Click
    Close
    .
    The
    Saving
     window again prompts you to
    Release Locks
     or
    Keep Locks
     whenever you save the engagement. Once you release locks for a form, another user can open and edit the form.

Update Your Copy of the Engagement

Use the
Refresh
 button on the toolbar to update your copy of the engagement with changes from all other users in your multi-user environment.
Clicking
Refresh
 lets you edit an engagement on one machine and then allow someone on another machine to see your changes.
Refresh
 updates the engagement with the most current saved information from each user.

This article applies to:

  • Product: SMART Practice Aids