Edit open 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.
When the user assigned to the query is not suitable for resolving it, you may need to update the created query by assigning it to someone else. You can also edit queries in case you want to reassign them to users who better understand the data collection process in EDC.
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In the Study Designer application header, select the CRF DESIGN tab.
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In the toolbar, select the latest draft CRF version marked with the respective unlock symbol
, otherwise, you cannot perform any actions.
Figure 1. Selecting latest draft CRF version
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In the same toolbar, select Query List
.
Figure 2. Accessing query list
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In the Query List dialog, select either All Query or Pending Deal tab to locate the needed open query and select it.
Figure 3. Selecting query from list
Tip
You can skip this step if you know exactly where the query is located within the selected CRF version.
You can select View More to access detailed query list.
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After opening the needed query, you are redirected to this query and it becomes highlighted within the page. Select
to expand the query details.
Figure 4. Opening query details
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In the panel that expands, select
next to the needed query.
Figure 5. Selecting option to edit query
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In the Edit Query dialog that appears, assign a query to a new role and user, and then select
.
Figure 6. Editing query
Once saved, the query is updated. A new user now needs to address the issue and close the query.