View and monitor queries

There are different ways to find and monitor queries. You can find queries for all subjects within a site or for a specific subject, and you can view them in the sidebar directly on the Subjects tab or within the visit containing the query. You can also view the history of a single query. This procedure also applies to rollover studies.

Tip:

For more efficient query management, we recommend using the Query List instead. For more information, see About the Query List.

Show me how!

1. On the Home page, determine where to work. For more information, see Access your study in a specific mode.
2. Along the top, make sure Subjects is selected.
3. From the Site drop-down, select a site.
4. Access a query through the Queries sidebar:
   You can do this at this point from the Subjects screen or within a visit. Look for visits that are displayed in red and marked with an Open Queries icon () and click to open.
   1. On the right side pane, expand Queries.
      If you do this from the Subjects screen filtered by site, all queries for all site subjects will display. Select a subject to view queries related to a single subject.

      Tip:

      You can type in to search for a query or filter them by status.
   2. Click on a query item to expand its details.
   3. Click the Menu icon () and from the drop-down select View.
   The system will take you into the form, directly to the question containig the query.

   Within a visit, you can also scroll through the forms, questions with Open or Answered queries will be highlighted in red.

   Note:

   There is a text length limit of 2048 characters. However, if the query message is longer than 1068 characters it will display partially and you will need to use the sidebar to view the full text.
5. To view the history of a query:
   1. Click anywhere on the item with the query as to perform any action.
   2. On the right, expand Answer & Visit History, and review. Recent activity appears first.

If an item with an open or answered query becomes unavailable through the UI, either the question gets removed from design or hidden by user's action, you will not be able to View it or manage it directly from the form. Review queries and manage them directly from the Queries sidebar using the menu options as described in Open or delete a candidate query and Review a query, and either close or re-open it.