Previous Topic

Next Topic

Book Contents

Issuing a query

To issue a query:

  1. In the Navigation pane, click Patients.

    The Case Books List appears.

  2. Click the traffic light icon for the patient and visit in which you want to create a query.
  3. Click the tab for the form on which you want to issue a query.

    The form appears.

  4. Do one of the following:
    • For a regular item—Click the query icon in the farthest-right column of the item for which you want to create a query.
    • For an item in an itemset or a repeating form instance—Click the itemset or repeating form instance row number, then click the query icon in the farthest-right column of the item for which you want to create a query.

    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.

    Note: Your trial may be configured so that when you click the query icon for an item that has no queries, a blank query form appears; you do not need to click Create Query. Go to Step 6.

    Note: If you are performing source verification on a CRF, you can navigate to the Queries page. In the source verification view of the CRF, in the far-right column, click the query icon.

  5. Click Create Query.

  6. If you have rights to create a query in either Candidate or Opened state, use the Action drop-down list to select the state.

    Note: If you have only one of these access rights, the state will be preselected.

  7. For Reason, select or type the query text by doing one of the following:
    • Select the appropriate text from the drop-down control.
    • Select Other and type the reason in the text box.
  8. Click Submit.

    The form on which you entered the query appears. The appearance of the item changes as follows:

    • If you issued an Opened query:
      • The background color of the item changes to pink.
      • The query text appears below the item.
      • The query flag in the far-right column of the item is yellow.

      To open the Queries page and view detailed information, click the query text.

    • If you issued a Candidate query:
      • The query flag turns yellow (if it was not already yellow).
      • The background color and query text do not change until the query status is changed to Opened by a user with the rights to make that change.

    Note: A Candidate query is invisible to site users until the query is opened.

  9. In the Navigation pane, click Queries to return to the Queries page.
  10. To see the status of all queries on this item, use the Query drop-down list. To choose a different action, select it from the Action drop-down list.
Send Feedback