When you open a file from any Dashboard list, the file opens into the Request Detail. XOLX locks the file so different users cannot be in the same file at the same time, unless an override is utilized.
Important Note on File Locking
XOP and XOLX communicate with each other, so if an updater/processor has any file open in XOP, the file is locked and other users cannot access it from XOLX or XOP. The same works the other way around: if an updater/processor has the file open in XOLX, the file is locked and other users cannot access it from XOLX or XOP.
If another user has file locked the order you are viewing, an overlay will be presented where you will see the username of the individual initially in the file. You can choose from two options: Read Only or Override.
The Read Only option will allow you to view the report, but you cannot make edits to the file. Additionally, you will not have access to file features, i.e., add Supplements, etc.
The Override option removes the lock from the initial user file lockout so both users can make edits and save changes in the same file.
Once the option from the overlay has been selected, you can work through the order normally.
Please note that selecting Cancel will direct you back to the order list view.