This article covers both the Queries Report and how to manage queries. Please see the applicable sections below.
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By exporting to Excel, all details can be references referenced in a single view and filtered further as needed. The following columns are exported:
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For viewing query metrics by site and status, take a look at the query summary report. |
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 Once open, choose between the different query types  The resulting list can be filtered further if needed via the filter icon at the upper right corner, or exported via the share link at the bottom right. Tapping a row will open the record where that query exists. Tapping the dialog icon on the right will open the query dialog for posting a message or closing the query (permission dependent).  |
Queries Overview
The normal workflow of Queries
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is as follows:
Query created - either by the system due to data entry or manually by a user. These will be RED = to the Attention of the site.
The query is addressed either by a message being posted or by being closed:
Manual Queries - Another user posting a message will either change the status to GREEN if the message was posted by the site, or to RED if the message was posted by an Admin level role (normally a Monitor-type role). Those queries can be filtered and viewed in Queries Report.
Automatic Queries - The data gets corrected and the query automatically closes itself, or a user posts a message to the query.
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Definitions of query types (listed in the table above):
Automatic - Queries are generated automatically by the system based on form logic and edit checks that are in place.
Manual - Queries are created manually by someone with the permissions permission to do so. Typically Data Managers or Monitors will have this permission.
Any query that is RED is to the attn of a site-level user. When opening these types of queries, you will notice the message type is "Attn: Site"
Any query that is GREEN is to the attn of an admin-level user. When opening these types of queries, you will notice the message type is "Attn: Monitor"
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Reference the image below for the following descriptions:
Posting a comment to a query that someone else created - as is typical of a site-level role responding to a Monitor's query - will change the status from RED to GREEN (ATTN: MONITOR). Posting a comment back to a query that you created (assuming you have the permission to create manual queries) - as is typical when a Monitor replies back to the site on a query will return the status back to RED (ATTN: SITE).  |
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Select a query icon. This example is a field query. 
If multiple queries exist, select the appropriate one. 
Type a message or close the query and tap the Add Query Dialog button at the bottom All the above can also be done directly from the https://crucialdatasolutions.atlassian.net/wiki/pages/resumedraft.action?draftId=204603403, without the need to navigate queries directly on each form. |
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Notice in the example shown above, that there is already an existing query on the field under the 'Existing Queries' section. Adding a new query will add to the list, from which users can toggle between the different queries to then post messages via the Query Post Form.
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The ability to close queries is a permission that must first be granted in role security via the Query Management application.
To see if you have the right to close queries, verify the following highlighted in your add query dialogue box.
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Redeploying A Query
By default, all queries will be distributed to the roles defined within the study configuration. Roles not included in the distribution will not see the query on the eCRF or in the Queries Report.
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