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you can either open the query so that it can be assigned to a site user, or you can delete the query if the query is no longer applicable.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

1. On the Home page, determine where to work. For more information, see Access your study in a specific mode.
2. Along the top, make sure Subjects is selected.
3. From the Site drop-down, select a site.
4. On the right side pane, expand Queries to open the Queries sidebar.
5. From the filter at the top of the list of queries and on the right, select Candidate.
6. Find the query in the list, and click on it to expand its details.
7. Click on the menu icon () and select one of the following options:

   Option	Description
   View	This option will take you directly to the item 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 will open. Enter a comment and click Open Query.
   Delete	This option deletes the candidate query. A Comment to Delete Query dialog will open. Enter a comment and click Delete Query.

   Note:

   If an item with an open or answered query becomes unavailable through the 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.

8. If you choose to View the query in the form, or access the query directly within the visit, click one of the following to take action:
   • Open to open the query for site users.
   • Delete to delete the candidate query.

   Note:

   If there are two or more queries on the question, click the Actions button, and from the drop-down choose either Open or Delete.

   Then enter a comment and click Submit.

Deleted queries get removed from the question, but the record of each can be accessed through Answer & Visit History on the right side pane within the visit.