First, be sure to check out these articles on Query Workflow, the different query typesaccessing and posting messages to existing queries, and managing queries from a central report.


The ability to create manual queries is a permission granted in role security via the application Query Management. 

Verify you have this permission by opening any subject record that has not yet been locked/reviewed and verifying this icon next to every field: 


Here's an example of what a form will look like:



The icons shown above are only to create new manual queries when no other query already exists. If a query of any type already exists on a field, the icon will appear as shown below.

Selecting the query icon on either of the fields will open the query dialog window which allows you to either create new queries or access existing ones. Read here about opening existing queries.



After opening the query dialog window by selecting a query icon, adding a new query is done by completing the form shown below. Follow the image annotations for steps to follow:


1. Select the query type choice. These are choices made available by the study designer here, based on the common known reasons for creating a manual query. "Verify Data" is the most common reason manual queries are created.

2. Specify the query via a description

3. Select which roles the query should be seen by. The default roles selected are set up by the study designer, so these roles should not need to be changed with every new query that is added.

4. Add the query





Notice in the example shown above, there is already an existing query on the field under the 'Existing Queries' section. Adding a new query will add to the list, from which users can toggle between the different queries to then post messages via the Query Post Form.