Ensuring high-quality data starts with detecting errors early, ideally, the moment data is entered. That’s why Datacapt makes it simple to define data validation rules and display real-time queries to guide users as they fill out the eCRF.
In this article, you’ll learn how to work with queries in Datacapt. We’ll cover:
How to create manual queries when reviewing submitted data
How to configure automated queries based on validation rules
How to test automated queries before your study goes live
Whether you're a data manager, monitor, or study builder, this guide will help you build cleaner, more reliable datasets, faster.
Pre Requisite : A user with the eCRF Builder permission must have access to a study eCRF with questions already created.
Create Automated Queries
🛠️ Step-by-step guide:
How to create an automated query
How to create an automated query
Navigate to your EDC clinical study
Go to "eCRF Builder"
Access the question you want to control
Open the question using "Edit"
Navigate to the tab "Data validation"
Select "+Add new validation"
Configure the check to be performed attached to this data point,
If applicable, add another condition using
"Add new condition"
Select another eCRF question to connect
Configure the check to be performed for this additional data point,
Repeat to connect as many questions as necessary to the condition
Select a message intensity to display (Information, Warning, Exclusion)
Enter a Message to display
Save
💡Tips:
To configure additional rules, use the option "Add a New Validation". Each rule will remain independent of the original validation rule.
Message intensity definitions:
Information: Displays a blue message.
Warning: Displays an orange message.
Exclusion: Displays a red message. (Note: The subject is not automatically excluded.)
Test Automated Queries
🛠️ Step-by-step guide:
How to test your automated queries:
How to test your automated queries:
Open another internet browser tab
Navigate to eCRF "inclusion list"
Create or Open a test eCRF
Navigate to the eCRF form containing the questions connected to your validation rule
Enter data to test the rule
Observe the Automatic query generated
Correct the data entry
Observe the automated query resolution
💡 Tips:
Keep two tabs open: one for the eCRF Builder and one for testing. Perform modifications under the eCRF Builder, then reload the test eCRF page to see results live.
To test a data validation, re-trigger or re-select at least one data point included in the validation design to activate the control
Create manual queries
🛠️ Step-by-step guide:
How to create manual queries
How to create manual queries
Navigate to your EDC clinical study,
Go to the eCRF "Inclusion List",
Create or open a test eCRF,
Navigate to the eCRF form to review,
Attach a query to the data point to review.