Review, sign and lock an entry

Colleagues can comment on and review lab entries. When the record is final, its owner signs it, which locks it.

Comment on an entry

1. Select text in a lab entry.
2. Click Comment in the selection toolbar, or press Ctrl/Cmd+Alt+M.
3. Type your comment. Use @ to mention someone. Click Comment.
4. Open Comments in the entry header to reply or Resolve a thread.

If the commented text is edited away, the thread moves to Outdated.

Send an entry for review

1. Click the Status chip under the title.
2. Hover In review and pick a colleague.

The entry is read-only while it is out for review. The owner can take it back with Retract the review.

Review an entry you were sent

1. Open the entry and click the Status chip.
2. Choose Approve..., Ask for changes... or Reject....
3. Add comments if you want, then confirm.

Ask for changes and Reject send the entry back to its author, editable. Approve keeps it locked on the version you read.

Sign and lock

1. Click the Status chip and choose Signed.
2. Check What gets signed, then click Sign and lock.

Signing confirms the record is complete and accurate. It locks the entry for everyone, you included.

Unlock a signed entry

1. Click the Status chip and choose Unlock....
2. Enter a Reason, then click Unlock.

The signature stays in the history, with who unlocked it and why. Choose View the signed version to see what was signed.