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Monitoring queries

The 'Monitoring' module allows monitors to create data queries for fields in a study. These data queries or queries are issues the monitor has identified with the value entered in a field. Queries need to be closed for a record to be marked as complete.

This module is only available for studies that are using the additional Monitoring package. When the Monitoring module is enabled in a study, administrators can review all open and closed queries on the monitoring tab. Users with only data-entry rights can see all queries for a record within the record (data-entry), on the record's 'Monitoring' tab.

To enable monitoring in your Study, navigate to the 'Settings' tab. In the 'Study' sub-tab, use the drop-down menu and set Monitoring to  "Yes". Make sure to save the changes you have made by clicking the 'Save Changes' button:

Note: The 'Monitoring' dropdown is disabled (readOnly) for all studies that have at least one open query already created and have been set to ‘live’ to prevent inconsistencies between the study settings and the collected data; In all other circumstances, users can freely turn the Monitoring feature on and off.

Add data queries to a field

Data queries can only be created by users with the 'Query' right (monitors). To create a query for a field, enter the data entry view and click on the cogwheel next to the field you wish to add a query for. Choose 'Add query' from the presented options:

You can also add multiple queries to the same field allowing them to be  simultaneously managed by monitors on single data points (fields). 

Every time a new query is added, it gets an incremental number (eg. Query 1, Query 2, Query n+1)  so that users can differentiate while responding to them and/or updating their status.

At field level, you will be able to identify a counter bubble for queries, similar to the one existing on the records overview table, to indicate how many queries are still active (not in status ‘closed’).

The query icon also appears on the record list in the Query column, so any researcher (non monitor) can see there is an issue with the record. This column displays the number of unclosed queries in record.

The field queries can be easily opened in a modal dialog that permits to check the history of added remarks (4), change the status (2) and add new remark (3) for each of the available queries of one specific field. 

  1. Select a query: Select the query that you want to update. 
  2. Change status: Allows to change the status of the query. 
  3. Remark: Field to add comments related to the query. 
  4. Query history: You will be able to see all the updates made for that query. 
  5. Save changes: To save the changes made on the query. 

The query window

When creating a new query, the query window will have the following items:

  1. The current query status.
  2. Remark (empty for a new query): This is where you enter a remark that you have for this field.

  3. The 'Add query' button, this saves the query and closes the query window.

Viewing and answering queries for a single record

Now that a query has appeared on the record list, a researcher (usually the person who added the record/patient) should resolve it.  To answer/resolve a query, open the record and click on the 'Monitoring' tab.   The monitoring tab (inside a record) shows all queries that are present for the current record:

Queries can be filtered by status. Remarks in queries are viewed by clicking on the status icon. Clicking on the eye icon will directly open to the step in the form that the field is on.

Updating the query status

When an existing query is opened, the status is set as New. A normal user can either set the status to:

  • Open: The user has acknowledged/opened the query, and added a remark. The status changes from New to Open.
  • Unconfirmed: The user does not agree with the monitor.
  • Confirmed: The user agrees with the monitor and will try to resolve the issue.
  • Resolved: The user has changed the value and indicates the issue is resolved, for example the user has reacted to a query and left a comment. In this case the query is not closed which why the step status is shown as amber, and not green - the query is still open.
  • [Only with 'Query' right (monitor)] Closed: The monitor indicates the issue is resolved and marks the query as closed. The query icon will turn into a green check mark and the progress button of the entire step will be green indicating that the step has been completed - all data entered and there are no open queries.
  1. The icon that is displayed next to the field with the query or in the Monitoring tab displays the status of the query:

    • Open/Unconfirmed/Confirmed.
    • Resolved.
    • Closed.

The status can only be changed when accompanied by a remark.

To update the status of a query, please choose the appropriate status from the drop-down, enter your remark, and press the 'Update' button. 

The global Monitoring tab

Users with the "Manage Record" right can also access the 'Monitoring' tab in the study.


In this overview, unlike the query overview in a single record, the record IDs are listed - only records which have queries attached to them are shown along with additional information.

Record ID - ID of a record where a query has been created
Institute - institute to which the record is linked
Created on - date and time when a query is created
Created by - user who created a query  
Last updated by - last user who updated a query
Closed by - user who closed a query
Location - location of the field where a query was raised. Clicking on the arrow icon > allows you to expand the location and see the Phase, step and field labels where the query was created.
First Remark - initial comment which was added when creating a query
Status - status of a query. Clicking on the query status will open the query window where you can update the query.
Query age - how long ago was a query created
Time to resolve - time that require to resolve a query
View - click on the eye icon to view the query in a step where it was created

The row selection and the Record ID columns are  fixed to the right side of the table users to easily navigate to the right and left of the table without losing sight of the query row.

'Actions' and 'Filters' menus contain counter bubbles to better understand how many filters have been applied to the current table view, as well as how many table rows have been selected, regardless if these are visible or hidden due to concomitantly applied filter criteria.

A cogwheel menu can be used to configure at any point which columns to have displayed in the 'Queries' overview.

Exporting Queries

Users with Export rights can  export the queries overview in bulk, either by exporting all available queries or only the the ones that the user has selected or filtered.  To export the queries from the Monitoring tab, Queries sub-tab, follow the steps below:

  •  Click on the Actions button and choose to Export either all queries, export all filtered or all selected:
  • In Queries export dialog window, you can specify:
    • Export type: choose to export into CSV or Excel (1)
    • Export tree: choose if you  would like to export queries for entire study, specific study phases or steps in your study or for reports, a specific report or a report step (2)
    • Export: click on Export button to generate export of the queries (3)

Choose files or drag and drop files
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  1. Tonya

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