The compliance pack contains 6 items that are explained below.


  1. Versioning of each record. Versioning keeps track of all changes saved to the record. Changes are also tracked in the audit trail, however, versioning provides a simple method to quickly access information on a record-by-record basis. 

See the Knowledge Base KB: how to do versioning for more information.



  1. Read-only or blocked record. Data are frozen: no modification is possible except for storage. 

See KB: how should I archive or delete records for more information. The reason to lock the record is listed in the audit trail.

To lock a record click on the icon on the right of a record’s line and check on Read Only. To confirm, you need to indicate the reason for the lock. 



Once a record is locked, these icon appears to unlock the record and sign it. Only the duplication and the print of the record can be done.



Note

A locked record can be unlocked ONLY by the super-administrator.


  1. Electronic signature on blocked records to guarantee the integrity of the data. Signatures are shown in the version list and the audit trail.



  1. For each modification, the user must give a reason to edit and a reason to sign. These reasons will be visible in the versioning and audit trail. Please see section 4.13.


  1. Data in a custom field type text, decimal number, URL link or GPS coordinates can be read-only in the database. Once this option is selected, a value in this field cannot be added when you select Add New Record or modified when you select Edit Record. Value can only be added or changed via an API, a balance’s input, a barcode reader… 


  1. Data in a custom field type text can be encrypted in the database and is only visible in the UI. Search filters and searchable options are not possible in this case.


Compliance Pack for Reagents & Supplier Lots


1- There is a option in Preferences > R&S > Lot management,  to activate or deactivate the mandatory quarantine for lots. When the compliance pack is disabled for R&S, this option will stay grey.

2-When R&S compliance is active, new lots are automatically put on hold.