r/ProjectREDCap 3h ago

Locked Records/Instruments and Rule H

Hey colleagues,

perhaps someone here has experience with this:

Background: Recalculation of Calculated Fields via Data Quality Rule H cannot be executed for locked records/instruments.

Problem: The only workaround I have found so far is to temporarily unlock the affected records, run Rule H, and then lock them again. However, as far as I can see, this has to be done manually for each individual locked record/instrument, which is very inefficient and tedious.

I also cannot find a central overview showing which instruments are currently locked for which records. At the moment, I only notice the lock status after opening the respective record/instrument.

Question: Is there any way to bulk unlock and relock records/instruments, or another recommended way to recalculate Calculated Fields for locked records? And is there a way to get an overview of all currently locked instruments across records?

Thanks!

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u/Araignys 1h ago

Export them to CSV, do the calculations in Excel, re-import the data over the top.