Queries can easily be managed from one central location called My Queries Report, available on both a browser and the mobile app. Both platforms are described below.

For more information about the queries that you are able to see in this report, read the Queries Overview.


Data Managers and Administrative users can also read these articles on additional query management options, such as creating and closing queries.


Web Browser:




Once open, you will see a page similar to the one shown below. Reference the annotations below the image.



Descriptions for above image:

  1. Link to the Subject's Records page
  2. Link to the record where the query resides
  3. User who created the query or "Auto" if it was generated by the system
  4. Number of messages residing on the query. Select this to open the query window and post query messages or close query.
  5. Text field to search for a specific subject - Must match the subject profile ID exactly.
  6. Display only open or closed queries
  7. Display only Automatic or Manual queries. Automatic queries are generated by the system based on edit checks or missing data.
  8. Further filter the query status by Open without response, Open with Response, Closed, or Re-opened.
  9. Display only Field, Form, or Interval queries
  10. Display a specific date range of records (Note: this is not the date of the query)
  11. Not visible to all users, depending on permissions - This will display all queries across the entire study regardless of which site(s) you belong to.





Mobile App:






Once open, you will see the screens below. Reference the annotations below the image.




Descriptions for above image:

  1. Site selection - Will only display the site(s) you belong to.
  2. Select the type of queries you wish to view.
  3. Access additional filter options, similar to the ones described above on the web browser.

Selecting one of the above options in annotation #2 will open the next screen:



Descriptions for above image:

  1. Opens the record where the query exists.
  2. Opens the query for viewing/editing.