Issuing a query

Note: You can also create a query in the Data Viewer. For more information, see Creating a query in the Data Viewer.

1. In the navigation toolbar, click Subjects.

   The Case Report Books page appears.

2. Click the status icon for the subject and visit in which to create a query.
3. In the navigation pane, use one of the form selectors to choose a form.

   The form appears.

4. Do one of the following:
   • For a regular item—Click the Create query icon ( ) in the farthest-right column of the item.
   • For an item in an itemset or a repeating form instance—Click the itemset or repeating form instance row number, and click the Create query icon ( ) in the farthest-right column of the item.

   The Queries page appears. If the item has no queries, the Queries page is blank. If the item has at least one query, the most recent query appears.

5. Click Create Query.
6. From the Action drop-down list, select a state for the query.
   • Create Query in Opened State
   • Create Query in Candidate State

   Note: Both options appear if you have the rights to create a query in either the Candidate or Opened state. If you have only one of these access rights, the state is preselected.

7. In the Reason for change field, enter the reason for issuing the query.
   • From the Action drop-down list, select the appropriate text.

     or

   • Select Other, and type the reason in the text box.
8. Click Submit.

   The form on which you entered the query appears. For more information, see Appearance of items with opened queries and Appearance of items with candidate queries.

9. Optionally, in the navigation toolbar, click Queries to return to the Query Listing page, and use the Query Status filter to see the status of all queries on this item.