TSA 0016: The record is locked for editing by (person's name)

Qudos 3 includes a security mechanism to prevent 2 people from editing a record at the same and potentially overwriting each other's work. When someone with edit permissions opens a record, those permissions are reserved for them alone until they close the record. In the meantime, others may open the record, but it is displayed in read-only mode.

If the first user does not close the record properly e.g. if they close their browser, or have a computer or network connection failure while the record is open, the database doesn’t get a message to unlock the record. The result can be that others see the message: 'Record is locked for editing by (person's name)' - even though that user is no longer editing it. The solution is for the named person to log in, open that record, then close it. If that person is not available, a member of 'System Managers' security group may change that user's password, use their account to log in, open the record, then close it.

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TSA0015: A revised document has been uploaded, but the previous version is being displayed

If you have gone through the document revision process correctly in Qudos 3, the Master Document List will only be linked to the current version of a document. If the previous version is displayed, that is almost certainly being caused by your browser. It may be caching (or remembering) the previous version of the document. That is done in an attempt to be helpful and saving you from downloading the document again. Unfortunately, in this case, the browser is not being helpful at all!

You can check whether the browser is to blame, by trying to open the document using another browser, or from another computer that has not previously opened that document. If the correct document opens, then you know that the issue is with your original browser.

In most browsers, using Ctrl +F5 keys will force a refresh of the page, However, a surer solution is to clear your browser's cache or viewing history. The method of doing that will vary according to your browser and version. For example:

• In Google Chrome versions 60-76, open the Control and Customize icon (a vertical line of three dots), select History from the drop-down list, then History again on the next form, and click the Clear Browsing Data button. You will be given options on what to clear.
• In Microsoft Edge, open the Settings and more icon (a horizontal line of three dots), select Settings from the  drop-down list, then Privacy and Security. Clear browsing data options are displayed at the top of the page.
• In Internet Explorer v11, from the Tools menu, select the General tab, and click the Delete button in the Browsing History section. You will be given options on what to delete.

To avoid the impact of this browser behaviour completely, you could make the filename of a revised document slightly different from the one it is superseding. For example if you have Price_List.xlsx and you are superseding that with a new version, you could name the new version something different - like Price_List_Rev1.xlsx or Price_List_Date.xlsx.

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TSA0007: Adding a Master Document List viewer.

For Self-hosted installations, you may set up a Master Document List viewer outside of the Qudos 3 application. The viewer is essentially a replica of the Master Document List in Qudos 3. It allows users to search, find and open documents without the need to log into the main application. It therefore does not have the standard security controls, and should only be placed on a ‘trusted’ site where access is otherwise controlled. For that reason it is only available to self-hosted customers.

Files and Instructions (in the Admin Guide) are available in Qudos 3 Downloads portal

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