The Queries page is the central point for reviewing all notes (queries, annotations, and reasons for change) entered within a study or site. You can sort and filter these notes by Query ID, Participant ID, Note Type, Resolution Status, Days Open, Assigned User, CRF, and more.
The following are definitions for the 3 types of notes found in Queries page:
How are queries created?
Queries can be created manually by a user when entering data within a form or automatically by the system due to a pre-configured edit check within a form.
How do I close a query?
A data manager or monitor user can close a query when updating the query note within the form. This can be done by viewing the record as a whole or viewing only the query. If you are a Data Manager or Monitor you can find additional information about your role and queries below.
The Summary Table
The summary table contains the types of query resolutions statuses and total of each resolution status shown in the Query table. These numbers reflect the breakdown of the total number of items on the current Queries table. Apply filters to the Queries table both the total number of rows and the Summary Table total will represent the filtered table view.
1: New – This status indicated that a query has been added by either a site user (e.g., a comment/annotation), data manager, or monitor, or was auto-generated by OpenClinica based on built-in edit checks. In the summary table this row represents the number of queries in the current queries table view that have the resolution status of new.
2: Updated – This status indicated that either a site user, data manager, or monitor has added information to the query. In the summary table this row represents the number of queries in the current queries table view that have the resolution status of updated.
3: Closed – This status indicated that the query is considered resolved by the data manager or monitor. In the summary table this row represents the number of queries in the current queries table view that have the resolution status of closed.
4: Not Applicable – This resolution status is given to Annotations and Reasons for Change. In the summary table this row represents the number of Annotations and/or Reason for Change shown in the current queries table view. Their resolution status is always Not Applicable and they have N/A in the Query ID column .
5: Closed Modified – This resolution status means the data was changed after the query was closed.
6: Total – The total number of New, Updated, Closed, Not Applicable, and Closed Modified Resolutions Statuses within the current queries table. In other words the total number of queries, annotations , and reason for change shown in the current queries table view.
The Queries Table
The Queries table displays queries, annotations, and reasons for change. This table can be filtered to show only queries, only annotations, only reasons for change, and combinations of the 3 types. This table can also be printed or downloaded.
7: The drop down box can be used to set the number of rows per page to 15, 25, 50, or 100 based on the total number of results in the queries table. If the number of rows per page is set to 50 and the total number of results in the table is 135, the green arrows can be used to move between pages of the queries table.
8: This row of the queries table shows the headers for each column. For example, the first column of this row shows the Query ID, this is a unique number that is assigned to any query when it is created. If the queries table is set to show only annotations or reasons for change this Query ID column will only contain N/A values. Other column headers are: ParticipantID, SiteID, Type, Resolution Status, Days Open, Days Since Updated, Event Name, CRF, Item Name, Item Value, Detailed Notes, Assigned User, Actions .
9: This row of the queries table is used to filter different columns based on information specific to the header for each column. You can change the view of the Queries screen to filter any column that includes a gray filter box.
Examples of filters: