View and monitor queries

There are different ways to find and monitor queries. You can find queries for all subjects within a site or for a specific subject, and you can view them in the sidebar directly on the Subjects tab or within the visit containing the query. You can also view the history of a single query. 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.

Show me how!

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, and that you're on the Subject Overview view.
3. From the Site drop-down, select a site. For step-by-step instructions, see Filter subjects in a study.
4. Do one of the following to access a query: Access a query through the Queries sidebar:
   • On the Subject Overview view, in the subjects list, look for visits that are displayed in red and marked with an Open Queries icon and select to open.

   • Note:

     You can do this at this point from the Subjects screen or within a visit.
     1. On the Subject Overview view, expand the Queries sidebar.
        If you previously filtered data by site, all queries for all site subjects will display. Select a subject to view queries related to a single subject.

        Tip:

        You can type in to search for a query or filter them by status.
     2. Select a query to expand its details.
     3. Select Menu and from the drop-down select View.
   The system will take you into the form, directly to the question containing the query.

   Within a visit, you can also scroll through the forms, and questions with Open or Answered queries will be highlighted in red.

   Note:

   There is a text length limit of 2048 characters. However, if the query message is longer than 1068 characters it will display partially and you will need to use the sidebar to view the full text.
5. To view the history of a query:
   1. Click anywhere on the question with the query as to perform any action.
   2. On the right, expand Answer & Visit History, and review. Recent activity appears first.
   3. Numeric ordering tags are dynamically assigned to queries and display for each query-related action in the Answer & Visit History sidebar.

      Note:

      The numeric ordering tags are dependent on which queries a user can view; the same query may display a different number to different users if they have different permissions.

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. Review queries and manage them directly from the Queries sidebar using the menu options as described in Open or delete a candidate query and Review a query, and either close or re-open it.