Re-assign a query

During query review, you can allow users with different roles to the review and manage the query by re-assigning it to users with other roles.

Data managers and other users with permissions associated with query management can manage all queries from the Query List page. The queries you see and the allowed actions depend on your specific permissions. Refer to Sponsor and Site permissions - Study Management.

Sponsor users can assign answered queries to user roles with the following query management permissions:
  • Close Auto-Queries
  • Closed Queries Opened by my Role
  • Close All Queries

You can also re-assign open queries to roles assigned the Answer Assigned Queries permission.

  1. On the Home page, Access your study in a specific mode.
  2. Along the top, make sure Queries is selected, and that you're on the Queries List page.
  3. Select one of the following views:
    • To Do
    • Unresolved Queries
    The Assigned User Roles appears for queries listed under all views: To Do, Unresolved Queries, and Closed.
    • For an Assigned query, this column shows the user role(s) it is assigned to.
    • For Site queries, this column defaults to Site.
    • For answered Oracle Central Coding queries, this column defaults to Central Coding.

    For more information, see Filter the Query List

    .
  4. From the status filter at the top, select Answered.
  5. Locate the query you would like to re-assign, and click the Actions drop-down.
  6. Select Re-Assign.
  7. In the Re-Assign Query dialog, enter the role(s) you would like to re-assign to.
  8. Enter a comment for the new assignee, then click Submit.