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you can either open the query so that it can be assigned to a site user, or you can delete the query if the query is no longer applicable.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.

Tip:

For more efficient query management, we recommend using the Query List instead. For more information, see Manage all queries in the Query List.

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 either select the subject or click a visit in the Previous Visits column to open it.

   Tip:

   You can use filters to narrow down your subjects list. For step-by-step instructions, see Filter subjects in a study.
4. On the right of the screen, expand Queries to open the Queries sidebar.
5. From the Status filter at the top of the list of queries, select Candidate.
6. Find the query in the list, and select it to expand its details.
7. Select Menu and then select one of the following options:

   Note:

   If a question with an open or answered query becomes unavailable through the User Interface (UI), either the question gets removed from design or hidden by user's action, you will not be able to view it or manage it directly from the form. Choose Delete from the menu options to close it directly from the sidebar instead.

   Keep in mind that, considering the same scenario, if you choose to Open the query it is still going to be inaccessible through the UI.

   • View: This option will take you directly to the question in the form containing the query as described in View and monitor queries. From this point you can take action as described in the next step.
   • Open: This option opens the query for site users.

     A Comment for Site Query dialog opens. Enter a comment and select Open Query.

   • Delete: This option deletes the candidate query.

     A Comment to Delete Query dialog opens. Enter a comment and select Delete Query.

8. If you choose to view a query in a form, or if you access the query directly within the visit, select one of the following to take action:

   Note:

   If there are two or more queries on the question, select Actions, and from the drop-down choose either Open or Delete.
   • Open to open the query for site users.
   • Delete to delete the candidate query.
9. When prompted enter a comment and select Submit.

Deleted queries get removed from the question, but the record of each can be accessed through Answer & Visit History on the right sidebar within the visit. See View and monitor queries or Open and manage a query from the Query List to view from the Query List page.