Issuing a manual query

You can issue a manual query on the patient, visit, form, or item level as long as the patient, visit, form, or item is unlocked. You cannot issue queries on ePRO forms.

A sponsor user, typically the clinical data manager or medical monitor, performs this action. For more information, see Query types.

Select Patients ().
The Patient List page appears.
Click the Summary link for the patient.
The Patient Summary page appears.
Expand a visit by clicking the arrow next to the visit name.
The forms in the visit appear.
Expand a form by clicking the arrow next to the form name.
The items on the form appear.
Select the checkbox for one or more items.
Click the Create Query icon ().
In the dialog box, select the reason for the query from the Query Selection drop-down list.
If you select Other from the drop-down list, you must enter the reason in the Other Text box.
To create a candidate query, select the Issue as a Candidate Query? checkbox.
The query is visible to sponsor personnel only.
Click Submit.
An Open query status icon () appears in the Status column next to the items, the form, the visit, and the patient. If you created a candidate query, sponsor users see a Candidate query status icon ().

Open the form. For more information, see Entering and editing data on a form.
Note: The application displays a message that you have read-only privileges. This does not affect your ability to issue queries on the form or item.
Click the Create Query icon ().
A dialog box appears.
To create a candidate query, click the Issue as a candidate query? checkbox.
To issue a query on the form as a whole, leave the Issue as an Item query? checkbox unchecked.
or

To issue a query on an item within the form:
1. Click the Issue as an Item query? checkbox.
2. From the Item Name drop-down list, select the item.
Select the reason for the query from the Query Selection drop-down list.
If you select Other from the drop-down list, you must enter the reason in the Other Text field.
Click Submit.
If you created a query for the form, an Open query status icon appears after the Status field at the top of the form and next to the form name.

If you created a query for a particular item, an Open query status icon appears after the Status field and to the right of the item.

Note: You must have the Create Manual Query right to perform this function. For more information, see Roles and rights.