Create a query

Create queries on collected data for data review. You have three options for queries: candidate queries, visible only to sponsor users; assigned queries, which you can assign to specific user roles (either site or sponsor); and site queries, visible to and assigned only to site users.

Want to see how to perform this task? Watch the video below.

1. On the Home page, Access your study in a specific mode.
2. Along the top, make sure Subjects is selected, and that you're on the Subject Overview view.
3. Locate a subject on the subjects list and select a visit in the Previous Visits column.

   Tip:

   You can use filters to narrow down your subjects list. For step-by-step instructions, see Filter subjects in a study.
4. Review the data entered for the visit by scrolling down the forms.
5. Point to a question, and select Create a query that appears to the right of the answer.
   If you cannot see the gray question mark, make sure you are assigned with the appropriate permissions for query management. For more information on these permissions refer to the Study Management section in Descriptions of permissions in Clinical One Platform.

   Note:

   You cannot raise queries against virtual (not-yet-started) repeating forms.

   The question's background changes to red, and you get prompted for the query details below the question.

6. On the Comment text box to the left, enter the query text.
7. On the right, below Type, choose the type of query to create:
   • Site Query: Assign the query to the site.
   • Assigned Query: Assign the query to one or multiple user roles.

     Note:

     The query will be visible to all users with that given role, as long as they have the permission to view queries, but only the users with the permission to answer assigned queries will be able to also update the query.
   • Candidate Query: Create a query that is only visible to sponsor users. Use this query when you want to review a query internally before opening it and assigning it to the site. See Open or delete a candidate query.
8. If you are creating an Assigned Query, select one or more study roles from the Roles drop-down list.

   Note:

   The Roles drop-down list contains only the study roles that are created in the study. The template study roles are not included in the list.
9. Select Submit.
10. In the lower-right corner of the form, select either Save (to keep the visit open) or Save & Close (to return to all subjects).
    The query is created.

To view the history of queries on a question, select the question and expand Answer & Visit History on the right.

Note:

Numeric ordering tags are dynamically assigned to queries and display for each query-related action in the Answer & Visit History sidebar. The numeric order is dependent on which queries a user can view; the same query may display a different number to different users if they have different permissions.

To view all queries:

• View all queries for a subject from the Queries sidebar, see View and monitor queries
• View all queries for all subjects from the Query List, see Manage all queries in the Query List.