Manage all queries in one place

Using the new Query List page, site and sponsor users can now prioritize and manage queries more efficiently by viewing, filtering, and working on the queries of a study, all in one place.

The Query List page shortens the time spent by users on tasks such as responding to queries, finding queries raised by users with a specific role, subject data cleanup, query cleanup where queries have been opened erroneously, or other work related to queries.

Details for all users

You can access the new Query List page by selecting the Queries icon (), on the Home page. You can also access the Query List by selecting the Query List button on the Subjects page.

While the queries you can see vary depending on your permissions, the queries are grouped as follows:

• To Do: queries that you need to perform actions on. This includes open queries, assigned open queries, answered queries, and candidate queries.
• Unresolved: queries that you have permission to see and that do not have a status of Closed or Deleted. This view includes queries that are pending the action of other users, meaning you may only have permission to see some of these queries.
• Closed: all the queries with a Closed or Deleted status that you have permission to see.

Note:

While this new feature doesn't introduce any new permissions, refer to Descriptions of permissions in Clinical One for more information on the existing permissions required to view, create, and manage queries.

To help you quickly find the queries you need to work on, you can filter your list of queries based on criteria such as Subject Number, Status, Query Age, or Assigned to Role. The queries you are working on can also be sorted in ascending or descending order based on age.

Improved view of a query's history

In order to swiftly gain a detailed understanding of a query, you can now navigate from the list of queries to a page dedicated to the query's detailed, consolidated history. This new page lists all the events related to the query in a reverse-chronological order, along with other fine-grain administrative details.

To further shorten the time spent working with queries, you can either jump to a query's source in a form or, provided you have the necessary permissions, update the value of an answer in a form. Once you're in a form, you can click Return to Query Details to easily return to the query management view.

Details for site users

As a site user, your responsibilities on the Query List page revolve around viewing queries and working with their source form questions. Within the dashboard, queries with the following statuses are visible to you: Opened, Answered, Closed.

Using the new feature to directly access the source of a query, you can quickly edit the answers of questions for which queries have been raised. You can also answer a query from its query details page, provided that no update is required for its associated question.

Details for sponsor users

As a sponsor user, your responsibilities on the Query List page are focused around processing the queries associated with a study. You can view questions with all statuses and depending on each status, you can perform the following actions:

• View queries
• Re-open queries
• Close queries
• Delete queries

You can find additional information in the Sponsor and CRO User Guide, after the Release Assessment Environment (RAE) upgrade.