The Study Configuration Query settings allow customization in three areas:

  • Email Notifications
  • Query Coding (reasons)
  • Automatic Query Deployment

1) Read below for descriptions of each.

 E-Mail Notification

The system can e-mail relevant users with new queries or query responses. Remember the author of the query leaves a query message and the recipient(s) leaves a query response. Depending on how you set this up, notifications can be sent to both author and recipient or turned off completely. The following explains each setting.

Send Notification E-Mail for Each New Query

Each time a query is generated, regardless of whether it is manual or automatic, a notification e-mail can be generated and sent to all or some of the relevant parties. This works in conjunction with the other settings.

Send Notification E-Mail for Each Query Message

Each query will have a series of messages. Messages can either be sent from the author or recipients. These messages form a query dialog. Each time a message is added to the query, a notification email can be sent to all or some of the relevant parties. This works in conjunction with the other settings.

Do Not Send E-Mail Notifications to Site

If you are concerned about spamming your Site, you can check this setting so email notifications will not be sent to the Site. Remember the My Queries report will report all open queries and allow users to access the entire query dialog. Therefore, it is not necessary to send emails to your sites.

Only Send E-Mail Notifications for Manual Queries

Because all queries and their corresponding dialog is available in the My Queries report and automatic queries are reported to a Site user as soon as they save the form, you may only want to send out notifications when queries are generated manually by the Data Manager. This setting allows you to do this.

Query Coding

Query coding is a very important feature of the Query Management System (QMS). Query codes allow you to standardize data around your queries. There are 4 types of query codes, they include:

  • 1) Interval Queries
  • 2) Visit/Event Queries
  • 3) Field Queries; and
  • 4) Close Query Reason Codes

When a query is created in the system, it is coded. Likewise, when a query is closed it is coded. A code is selected from the corresponding dropdown list that attaches that code to the query. 

  1. Below is the study configuration setting for Field Choices in the Query Tab.


  1. The figure below shows the Query Window for a user with Create New Query rights. 
  2. Notice how the code entered into the Study Configuration Settings application, populates the corresponding query type list box when creating a new query from the screenshot above on Field Queries.


Automatic Query Deployment

When queries are created, they are deployed to specific user roles at the corresponding site. Those roles are set in this section. When a user creates a manual query, they also have the option of changing these default roles, so only the necessary users can access the query.