Skip to main content

Activate/Inactivate query reminder

A query reminder is a type of CTMS alert that can be customized to generate an email intended for the notification of dedicated users about pending queries in the application. These reminders can be used to update users on requests in monitoring visit trip reports, protocol deviation records, or ICF tracking log records.

The purpose of a query reminder is to streamline communication with specific CTMS users so they can promptly resolve existing issues. By default, the created query reminders have an Active status. However, they can be deactivated in case the recipients need to temporarily stop receiving an email about pending queries.

To activate or inactive a query reminder
  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 page that opens, in the left pane, select Alerts > Query Reminder.

    Accessing query reminders
    Figure 3. Accessing query reminders

  3. In the Query Reminder List table that appears, select Activate activate_icon.png next to the inactive query reminder to activate it, or select Inactivate inactivate_icon.png next to the active query reminder to deactivate it.

    Activating or inactivating query reminder
    Figure 4. Activating or inactivating query reminder

  4. For inactivation, in the Reason dialog that appears, enter the details to justify your action. Then select SAVE.

    Providing reason for query reminder inactivation
    Figure 5. Providing reason for query reminder inactivation

Once done, the query reminder is activated or inactivated. If deactivated, the recipients stop getting the query reminder email when a corresponding trigger event occurs.