When can an assessment be reserved

Path: Patient>Clinical>Assessments

Prerequisite: To reserve an assessment, the Clinical User check box must be selected for the  operator in Administration>Configuration>Operators>Basic.

You can reserve your own assessments for editing after the editing period if you have the following privilege: Can alter assessments after the edit period. If the privilege is set to Yes, you can reserve an assessment entered by any user at any time.

Note: The assessment editing period is defined in Administration>Configuration>Business Unit>Settings>Assessments.

Field and Host users can reserve assessments for themselves. Host users can also reserve assessments for field users. When an assessment is reserved by or for a field user, it is downloaded to the field device during the next synchronization. While an assessment is reserved, it cannot be edited or exported by a host user.

The assessment is released from the reservation when the field user synchronizes and the 100% complete edited assessment is uploaded to the host.

If an authorized user released assessment reservation on the host under certain circumstances, then a field user cannot upload the assessment after editing.

Reserved For – In Field Mode, this field is read-only and shows your user name by default. In Host Mode, this field displays your user name by default, but you can select another user.

Notes – Enter any notes regarding the reservation of this assessment.