Queries are the optimal way to handle messages that pertain to study data, without the need for email or other alternatives. After accessing your queries, messages can be posted to them by following the steps outlined in this article.


The query window can be opened from My Queries Report or query icons displayed on subject records.


Web Browser:


Reference the image below for the following descriptions:


  1. Select a query. If multiple are displayed, selecting any will open the same window displaying each of the queries in the list.
  2. Select the query description link for the query you wish to perform an action on.
  3. Type a message or close the query, and select the Post and Close button. This will post the message and close the window automatically.

 

Posting a comment to a query that someone else created - as is typical of a site level role responding to a Monitor's query - will change the status from RED to GREEN (ATTN: MONITOR). Posting a comment back to a query that you created (assuming you have the permission to create manual queries) - as is typical when a Monitor replies back to the site on a query will return the status back to RED (ATTN: SITE).







Mobile App:

1. Select a query icon. This example is a field query. For other query types, read here.






2. If multiple queries exist, select the appropriate one.




3. Type a message or close the query and tap the Add Query Dialog button at the bottom




All the above can also be done directly from the Queries Report, without the need to navigate queries directly on each form.