Open and manage a query from the Query List

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. From this page you can also go to the question a query was submitted for, to manage it directly from the form.

The details displayed on the query's details page include:

• Query description; including the form item and subject the query was raised on.
• Query status.
• Visit; including the visit cycle number if applicable.
• Form; including form instance if applicable.
• Assigned user role.
  • For assigned queries, displays the specific user role that is assigned to the query.
  • For site queries, displays Site instead of a specific user role.
• Rule name, for automatically-generated queries only.
• The query itself; including author, date of creation and the original query text.
• The form item; including the submitted answer.

Additionally, when viewing the details of a query, you can also view its full history in the right sidebar. A query's history lists all related events, with the most recent event at the top. These events show the date and author of the update, as well as the author's study role and any information added by users.

To access a query's details page:

1. Access the Query List in the study mode you need to work in.
2. Filter the Query List as needed.

   Note:

   Filters applied to a list of queries remain unchanged when you navigate away from and return to the Query List page, as long as you don't switch views.
3. Select the Actions button to the right of the query row , then select View Query.
   The query's details and history display on a dedicated page.
4. From the Query's details page, different actions are allowed depending on the query and your permissions:
   • Select Update Value to go to the form and update the value associated with the query.
   • Select View in Form to go to the form and update it from there.
   • Select Actions to Open or Delete a candidate query.
   • Select Reassign to reassign an assigned query to different study roles.
   • Select Close Query.
   • From the History sidebar, you can Answer an opened query.
   • From the History sidebar, you can Re-open an answered query, which also allows you to change the assigned study roles.
5. If you open or delete a candidate query, re-open an answered query, or close any query, you are prompted to provide a comment. Enter your comment and select Submit.

Within the Query's details page, select Back to go back to the Query List, or use the top menu to navigate elsewhere in your study or to the Home page.