About the Query List

The Query List allows you to view and manage all queries in your study. Obtain an overview of the queries you have permissions to view, apply filters to your list of queries, and take further action on queries depending on their statuses and your permissions; all in one place.

Required permissions

The queries you are allowed to see in the Query List and the actions you can perform depend on your permissions. For more information, see Descriptions of permissions in Clinical One.

What you can do from the Query List page

From the Query List you can get an overview of all queries in a study, allowing you to filter them or take further action on them. Additionally, by selecting to view a query individually, you can get a dedicated page containing all the query's details and history, also allowing you to take further action on it.

The list of actions you can perform on a given query depend on your permissions, as well as the query status and type. These actions include:
  • View in form
  • View query's details and history
  • Answer an opened query
  • Re-open an answered query
  • Close an answered or opened query
  • Open a candidate query
  • Delete a candidate query
  • Re-assign an assigned query

For more information see Manage all queries in the Query List and Open and manage a query from the Query List.

Views of the Query List

When you access the Query List to manage queries , you can switch between views. These views provide filtered lists of your queries, based on their statuses and the actions you need to perform for them. The following views are available:
  • To Do: displays the queries which require your action.
  • Unresolved Queries: displays the queries which you have permission to view and that do not have a status of Closed or Deleted. This view includes queries that are pending the action of other users, for which you only have view permission.
  • Closed: displays the queries with a status of Closed or Deleted you have permission to view.
You can also narrow down the list of queries in any view by applying filters. See Filter the Query List.

Note:

Switching between views resets any filters you have applied to your list of queries.

Columns included in the Query List

The Query List page displays all the queries you have permission to view, filtered according to the selected view and any applied filters.

The following columns are available and display the respective information for each query:

Column Description
Subject

Indicates the subject number your query is associated with.

Query

Shows the query message.

Visit

Indicates the visit for which the query has been raised.

Cyclic visits indicate the visit followed by the cycle number. For example: Week 8 Follow-Up: Group A (Cycle 3).

Form Name

Indicates the form to which the query was associated.

Created By

This column is only available in the Unresolved Queries view.

Indicates the author of the query.

For queries automatically opened by the system, the creator is indicated as Auto Calculation.

Assigned User Role
  • In the To Do and Unresolved Queries views, indicates the study user roles to which the query is assigned to and who is expected to take action on it.
  • In the Closed view, displays the role that closed the query.

Note: For assigned queries, it displays a specific user role; for site queries, it displays Site instead of a specific user role.

Age

This column is only available in the To Do and Unresolved Queries views.

Indicates the age of the query, from when it was opened to the current date.

Can be used to sort the list of queries in an ascending or descending order.

Closed On (UTC)

This column is only available in the Closed view.

Indicates the date in UTC when the query was closed or deleted.

Status

The current status of the query.

For a detailed description of each status, see Understand query statuses.

Action Contains an Actions or View drop-down with the available action options to take on the query.

The options listed depend on the query status. For more information see Manage all queries in the Query List.