Assign queries to specific user roles

Sponsor users can now create a new type of query and assign it to specific user roles.

What are the benefits?

With this new feature, sponsor users can ensure that each query is directed to the user that is most suited to answer and solve that specific issue. For instance, a data manager can create a query and assign it to a pharmacist to resolve a discrepancy in the subject data. In this case, the pharmacist is notified about the request and can address the issue in a timely manner.

Details for user administrators

When it comes to this new feature, there is one new permission that you can assign to both site and sponsor users, so they can answer queries of an Assigned Query type. That permissions is called Answer Assigned Queries.

Additionally, keep in mind that a site user who is already assigned the Answer Queries permission can also answer non-assigned queries, as well as queries assigned to a specific role.

For step-by-step instructions on how to edit an existing study role, see Edit a study role that is already assigned to users. For step-by-step instructions on how to create a brand new study role, see Create a study-level study role or Create an organization-level study role.

Details for sponsor users

When you create a query on a question, you can now:

• Select a new type of query: Assigned Query
• Choose the user roles that should get notified about the query
• Re-assign a query to other user roles

Figure 16-3 How a sponsor user can assign queries to specific user roles

The Roles drop-down list contains only the study roles that have been created in the study. The template study roles are not included in the list.

Once you assign the query to a specific role, it will be sent to all users with that given role. The query will be visible to all users that have the permission to view this new type of query, but only the users with the permission to answer a query will be able to also update the query.

Details for rule designers

Your workflow for creating a rule that generates an automated query has changed. In the Rule Editor, you now have a new option for creating an Assigned Query. Moreover, from a new drop-down list, you can select one or more roles that should receive and address the query.

Details for site users

Your workflow for answering queries hasn't changed. If a query is assigned to you, you can answer it following the usual process. For more details, see Answer a query.

Already working in a live study?

Once the upgrade is complete, a sponsor user can start creating this new type of queries and assign them to specific user roles.