About the Query List

The Query List allows you to view and work on all of the queries at your site. Obtain an overview of the queries you have permissions to view, apply filters to your list of queries, and answer your queries, all in one place.

Required permissions

The Query List requires the same set of permissions associated with viewing and working with queries. For more information, see Descriptions of permissions in Clinical One.

Actions available on the Query List page

The availability of the functionalities of the Query List depends on your permissions. See the table below for a full list of the available features.

Table 3-1 Query List features overview

Feature	Description
Show all queries	All of the queries you have permission to view are listed in the Query List. These queries are also grouped according to their status. For more information on the ways you can group your queries, see Filter the Query List.
Filter queries	You can apply one or more filters to the list of queries you have permission to see. You can also sort them based on age. For more information on how to perform this task, see Filter the Query List.
View query details	In a separate page, brings together all of the details of a query, including its history in detail. For more information on how to perform this task, see Explore a query's details and history.
View in form, update value	You can quickly access a question for which a query has been submitted, in order to update its answer. Depending on your permissions, in the page dedicate to a query's details, you can select Update Data or View in Form. For more information on how to perform this task, see Explore a query's details and history.

Views, columns and filters of the Query List

For more information on performing this task, see Filter the Query List.

In order to interact with queries more efficiently, you can switch between views of your queries in the Query List based on the actions you need to perform for them. Accordingly, the following views are available:

• To Do: brings together all of the queries you have not yet answered or closed.
• Unresolved Queries: brings together all of the queries you have permission to view and that do not have a status of Closed. This includes queries that are pending the action of other users, for which you only have viewing permissions.
• Closed: includes all of the queries with at status of Closed you have permission to see.

Caution:

Switching between views will reset any filters you have applied to your list of queries.

You can also use the Search by Query Details field to quickly narrow down your list of queries. This field searches your queries' text for the keywords you input.

Note:

We recommend using this field for all of your searches, instead of the Search for Query field, found in the queries sidebar, on a subject's page.

The Query List displays all of the queries you have permission to view. To help you find the queries you are looking for, the following columns are available:

Table 3-2 Query List columns

Column	Description
Subject	Indicates the subject number your query is associated with.
Query	Shows the query message.
Visit	Indicates the visit for which the query has been raised.
Created By	Indicates the author of the query. For queries that have been automatically opened by the system, the creator is indicated as Auto Calculation. This column is only available in the Unresolved Queries and Closed views.
Age	Indicates the age of the query, from when it was opened to the current date. Can be used to sort the list of queries in an ascending or descending order.
Closed On	Indicates the date when a query was closed. Only available in the Closed view.
Status	The current status of the query. For a detailed description of each status, see Understand query statuses.

The table below describes the filters available in the Query List, as well as the behavior of each filter in the context of each view.

Note:

Your filters panel may change in accordance with your view of the Query List and your permissions.

Table 3-3 Descriptions of filters in the Query List

Filter	Description	In the To Do view	In the Unresolved view	In the Closed view
Type	Allows you to select your query type, based on its author or source.	Choose one of the following options: Auto Manual	Choose one of the following options: Auto Manual	Choose one of the following options: Auto Manual
Status	Filter your list of queries based on one or several statuses.	Choose one or several of the following options: All Candidate Answered Opened	Choose one or several of the following options: All Candidate Answered Opened	Choose one or several of the following options: All Closed Deleted
Age	Filter your list of queries based on the age of your queries.	Choose one of the following options: <7 Days <14 Days <30 Days 30+ Days	Choose one of the following options: <7 Days <14 Days <30 Days 30+ Days	Filter not available in this view.
Last Updated Date	Filter your list of queries based on a single date when they were last updated.	Select a date in the calendar field. You can also type a date in the DD-MMM-YYYY format.	Select a date in the calendar field. You can also type a date in the DD-MMM-YYYY format.	Filter not available in this view.
Closed On Date	Filter your list of queries based on the date they were closed.	Filter not available in this view.	Filter not available in this view.	Select a date in the calendar field. You can also type a date in the DD-MMM-YYYY format.
Subject	Filter your list of queries based on a subject number, at a particular site.	Select the site, then choose from a list of subjects, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Select the site, then choose from a list of subjects, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Select the site, then choose from a list of subjects, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.
Form Name	Filter your list of queries based on a form name.	Choose from a list of forms, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Choose from a list of forms, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Choose from a list of forms, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.
Creator	Filter your list of queries based on the names of their creators or their roles.	Select between Name or Role, then select the form name. You can also being typing and the list will narrow down as you type.	Select between Name or Role, then select the form name. You can also being typing and the list will narrow down as you type.	Select between Name or Role, then select the form name. You can also being typing and the list will narrow down as you type.
Assigned User Role	Filter your list of queries based on the role of the assigned user. Only available for assigned queries.	Choose from a list of roles, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Choose from a list of roles, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.	Filter not available in this view.
Closed By User	Filter your list of queries based on the user who has closed the query.	Filter not available in this view.	Filter not available in this view.	Choose from a list of users, which is populated based on the queries in your list. You can also begin typing and the list will narrow down as you type.