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Review manual query details

A query refers to the request for clarification on some data items collected in EDC on the CRF during a clinical trial. Usually, query requests are posted by data managers (DM) so that clinical research coordinators (CRC) can resolve errors or inconsistencies discovered during the data review.

Manual queries are created when monitors find inaccurate or missing data in visits, CRFs, records, or specific items. Then, all queries must be addressed and resolved on time by certain assignees. Thus, it becomes handy to have a comprehensive report to track query statuses, resolution rates, and other details.

In CTMS, the Manual Query Details report is similar to the Manual Query Details report in EDC. The data is pulled from EDC to CTMS to facilitate data management and review processes and eliminate the need to switch between applications.

Tip

You can also export the query details if you prefer to work with the data offline.

To review the manual query details
  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. On the study management page that opens, from the left pane, select Query Report > Manual Query Details.

  3. On the Manual Query Details page that opens, analyze the statistical data pulled from the EDC system on all available manual queries. This statistical data is explained in the following table.

    Important

    Turn the Show Activated Data toggle on/off for your report to exclude/include the data on queries that belong to inactivated forms.

    Reviewing manual queries
    Figure 3. Reviewing manual queries

    Column

    Details

    Record ID

    Represents the unique identifier of the query record in the system.

    Query Level

    Represents the level on which the query is opened—visit, form, record, or item.

    Site Code

    Represents the code of the site where the data being queried has been collected.

    Subject ID

    Represents the ID of the subject to whose data the created manual query is related.

    Visit Name

    Represents the name of the visit during which the data being queried has been collected.

    Form Name

    Represents the CRF name on which the manual query has been created.

    Question

    Represents the question text on the CRF to which the created manual query is related.

    Variable

    Represents the CDASH variable in the source standard to which the created manual query is related.

    Query Topic

    Represents the topic of the created manual query. The query topic usually explains the reason why the manual query has been added in the first place.

    Queried By

    Represents the name of the user who created a corresponding manual query.

    Creation Role

    Represents the role of the user who created a corresponding manual query.

    Creation Date

    Represents the date when the manual query has been opened.

    Query Age (days)

    Represents the total number of days since a corresponding manual query has been opened.

    Assigned To

    Represents the name of the user role responsible for the resolution of the created manual query.

    Status

    Represents either the Open or Closed status of the created manual query.

    Overdue

    Represents whether the created manual query is overdue or not.

    Final Reply Text

    Represents the response text of the responsible user to the created manual query.

    Final Reply Date

    Represents the date when the responsible user has responded to the created manual query.

    Final Reply By

    Represents the name of the responsible user who has responded to the created manual query.

    Closed By

    Represents the name of the user who has resolved the manual query and closed it.

    Closed Date

    Represents the date when the manual query has been closed.

You have reviewed the details of all manually created queries pulled from EDC.