Locking Clients
If a user is working on a quote for a client, the Client Details page, the quote itself and all other quotes for that client are locked until the user logs out of Digital Trader, the user manually unlocks the client, or the user’s session expires. 

If a Digital Trader session is terminated by closing a window or quitting out of the browser instead of clicking on the ‘Sign Out’ button, the lock remains in place. In this case, the user will have to sign back into CIP and click the ‘Sign Out’ button so that any locks for that user can be released.

Locking a Client

Creating or viewing quotes/policies within Digital Trader will automatically lock the client being worked on.  This means client details and other information relating to the client can not be changed by another user until the client is unlocked.  When a client is locked, Digital Trader will display “LOCKED” and disable any actions relating to the client.  

The lock appears on search results, results/policy pages, and client details.  No other user can create, update or delete client information whilst the lock is in place.  

 

 

(Example below of a locked client displayed to the user on the search page)

 

 

(Example below of a locked quote viewed from the quote result page)