| Answer:
When a user selects a loan on the find tab to work on
it, it is 'checked out' to that user. If another user
attempts to change it or post to it, the second user
will get a message that the loan is 'locked' by another
user.
Normally, when the user releases the loan by
selecting another loan or shutting down LoanMaster, the
system will release it automatically. If the first
user's system crashes, freezes, loses power, or the
first user just goes to lunch. the record will remain
locked until it is unlocked by an other event. This does
not mean two users cannot view the same loan at the same
time. The lock only occurs when LoanMaster recognizes
that a user is about to modify the record.
To unlock the loan:
Call the other user to be sure the loan is not being
modified and ask the other user to close the loan or
shut down LoanMaster. If the other user is not available
and you can do so, go to that system and close the
View/Edit/Post dialog.
If none of this succeeds, click on the
"Unlock" button and unlock the loan.
Another Way to Unlock Any Loan
During the daily update cycle, all loans are marked
unlocked.
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