Skip to main content

Open new query

In the context of CRF design, a query refers to a formal request or notification raised by the study team regarding a specific data-related concern or discrepancy. In the Study Designer application, while the study team configures the forms, if they encounter inconsistencies or data-related questions, they can create queries to draw attention to these issues and seek clarification or resolution from fellow team members or a sponsor.

To open a new query
  1. In the Study Designer application header, select the CRF DESIGN tab.

  2. In the toolbar, select the needed CRF version.

    Selecting CRF version
    Figure 1. Selecting CRF version

  3. On the page that opens, open a query for any of the available objects as follows.

    Important

    You cannot open queries for the study node, cycle folders, and custom folders.

  4. In the Add Query dialog that appears, open a new query by providing the following details.

    Adding new query
    Figure 8. Adding new query

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Topic*

    Enter a text describing the data-related issue that pertains to the selected object (form, question item, and so on).

    Assigned to*

    Role

    Select the role to which belongs the user to whom you want to assign the query.

    Name*

    After selecting the role, select the user who needs to address the query.

    SAVE

    Select save_button_red_white.png to confirm the query creation.

    CANCEL

    Select cancel_button_white_blue.png to discard the query creation.

Once saved, the query is opened. The user assigned to the query now needs to address the reported issue and close the query.