Working with queries

Transcript:

  • The 'Monitoring' module allows monitors to create queries for fields in a study. 
  • These queries are issues the monitor has identified with the value entered in a field. 
  • Queries need to be closed for a record to be marked as complete.
  • Users with only data-entry rights can see all queries for a record on the record's 'Monitoring' tab.
  • Queries can only be created by users with the 'Query' right. 
  • To create a query for a field, while in the relevant form, click on the cogwheel icon to the right of the question.
  •  From the presented options, choose ‘Queries’
  • This will open a new dialog, where you can add your remark and click on ‘Update’ to save the query. 
  • The query dialog displays the following - the current query status, 
  • The ‘Change status to’ dropdown - here you can change the status to Closed when necessary
  • Remarks - This is where all remarks entered by you or by data entry users are listed
  • Once you have added a query, you will see that the field status has been updated to incomplete, as indicated by the orange bullet.
  •  The query icon (question mark) will appear next to the field 
  • To update the status of a query the user should choose the appropriate status from the drop-down, enter a remark, and press the 'Update' button
  • The status of the query is set to “New” until the user updates it to one of the following options:
  • Unconfirmed: The user does not agree with the monitor, or needs further clarification or information.
  • Confirmed: The user agrees with the monitor and will resolve the issue.
  • Resolved: The user has changed the value and indicates the issue is resolved.
  • There are three types of query icons: 
  • Open (includes confirmed and unconfirmed queries), Resolved, and Closed.
  • Only when the query is closed this field will be marked as complete again (green bullet). 
  • Only the monitor or another user with Query rights can close a query.
  • System created queries can also be configured by the study admin using the Automation Engine
  • When this is the case, the queries are automatically generated when the defined conditions are met. 
  • All queries for a record and their status are listed and can be reviewed from the record’s Monitoring tab, Queries subtab
  • Existing queries are indicated with their respective icon in the Records list, in the ‘Queries’ column
  • The query icon will also appear for a record in the Phase and step view
  • All queries for all records in the study are available in the global Monitoring tab
  • It is good to know that it is possible to set up an email notification which will be sent to a selected monitor upon query creation
  • All query creation notifications will be sent to that user. 
  • This notification needs to be set up by the study admin in the Settings tab