Overview

Use the Queries module to manage data discrepancies, clarification requests, and notes across the whole study.

Path: Study Workspace → Queries

Workspace URL pattern: https://[instance]/study/[studyId]/query

Live example used in this guide: https://test-2025.clinicaldatas.net/study/S_6IqmI4UzZ9vRtidwFp/query

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What Study Staff Can Do

• Monitor all open discrepancies from one central list
• Review status by query type and lifecycle state
• Open each thread to view context and history
• Reply to queries with standardized descriptions
• Close queries with standardized close reasons
• Jump to the exact CRF record using View within record

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Understand the Summary Panel

The Summary Queries panel gives an at-a-glance view by:

• Type: Query, Failed Validation Check, Reason For Change, Annotation
• Status: New, Updated, Closed, Not Applicable, Total

Use this panel to prioritize work quickly (for example, focus on New items first).

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Work with the Query List

Key Columns

Column	What it means
Subject ID	Subject related to the discrepancy
Status	Query status (New, Updated, Closed)
Site name	Site where the discrepancy originated
Type	Query category (Query / Failed Validation Check / RFC / Annotation)
Event	Study event/visit
CRF	Form where the issue occurred
Item	Data item/field name
Title	Short query title
Detailed Description	Query content
Assigned User	Current owner
Created On / Created By	Audit details
Action	View or View within record

Common Actions

1. Click View to open the thread and respond.
2. Click View within record to open the exact CRF record and review source context.
3. Use the search box to find subject-, event-, or text-specific queries.
4. Use Export as when sharing query status with study teams.

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Reply to a Query

When you click View, the query thread dialog opens.

To reply:

1. Open a query from the list with View.
2. Go to the Reply tab.
3. Enter Detailed Notes.
4. Select a value in Description (or type a custom value).
5. Assign to a user if needed.
6. Click Submit.

How Description Options Are Filled

The dropdown options are populated from the Queries configuration page:

• Queries Configuration

This lets staff select standardized wording instead of repeatedly typing similar responses.

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Close a Query

To close a query:

1. Open the query thread with View.
2. Switch to the Close tab.
3. Enter Detailed Notes.
4. Select a close reason in Description.
5. Assign if required by your workflow.
6. Click Submit.

Use close reasons that accurately reflect how the issue was resolved (source verified, corrected in CRF, no longer applicable, etc.).

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Suggested Daily Workflow for Study Staff

1. Open the Queries module at the start of day.
2. Check Summary Queries and prioritize New items.
3. Process by site/event ownership.
4. Use standardized descriptions for consistency.
5. Escalate unclear items by reassigning in the thread.
6. Close only after source verification or clear resolution.

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Related Documentation

• Queries Overview
• Queries Configuration
• Monitoring Visit Report Overview