Queries at the value, not in email
The path of a query from edit check to closure: who answers, by when and what changed.
- Weight · Visit 3Open
- Consent dateAnswered
- Heart rate · Visit 2Closed
The essentials
Checked the moment it is saved
Design rules check the value on save: impossible values are stopped at once, doubtful ones open a query to the site coordinator automatically.
One register
Manual and automatic queries together: filters by site and type, due dates, the thread at the field. The site’s answer is visible to the monitor at once.
Corrections are linked to queries
A correction made in answer to a query is linked to it by the system — the audit trail shows which query led to the change.
Life of a query
- 01OpenBy an edit check on save, or manually by a monitor or data manager.
- 02AnsweredThe coordinator replies at the field or corrects the value with a reason.
- 03ClosedThe author closes it; everything stays in the audit trail.
Questions
Related regulations
How to set it up — in the documentation
Can the query register be exported?
Yes: the register is produced as an export-log document (XLSX or PDF/A) with the same filters and row-level permissions as on screen.
Do open queries hold up database lock?
Open queries are visible on the form, the subject and the lock summary — the path to lock is visible at any moment.
See also
See the system on your own scenario
We walk through the full cycle on a demo study and answer your validation and hosting questions.