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