Create and manage queries

• About the Query List
  The Query List allows you to view and work on all of the queries in your study. Obtain an overview of the queries you have permissions to view, apply filters to your list of queries, and depending on the statuses of the queries and your permissions, perform actions on your queries, all in one place.
• Understand query statuses
  The status of a query helps users identify whether they need to take action for that query.
• Access the Query List
  The Query List helps you investigate and work with all of the queries you have permission to view.
• Filter the Query List
  Once you have accessed the Query List, you can choose to filter the queries you have permission to view.
• Explore a query's details and history
  For an in-depth understanding of a query, you can navigate from the Query List to a page with a query's full details and history, all in one place. You can also view the question a query was submitted for, in a form.
• Work in the Query List
  The Query List allows you to manage all of the queries in a study, all in one place.
• 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.
• Create a query
  You have three options for queries: candidate queries, which are visible only to sponsor users; assigned queries, which you can assign to specific user roles from both site and sponsor, and site queries, which are visible to and assigned only to site users. This procedure also applies to rollover studies.
• Lock a question or query
  Sponsor users can lock questions and queries to prevent users from editing subject data.
• Unlock a question or query
  Sponsor users can unlock questions and queries that have been previously locked to prevent users from modifying subject data.
• Open or delete a candidate query
  After evaluating a candidate query, you can either open the query so that it can be assigned to a site user, or you can delete the query if the query is no longer applicable. This procedure also applies to rollover studies.
• Review a query, and either close or re-open it
  After a site answers a query, you should review their answer, and then either close the query (if the answer is acceptable) or reopen the query (if the conversation with the site must continue). This procedure also applies to rollover studies.