Queries are essential for monitoring and maintaining high data quality. They allow you to detect, review, and resolve data discrepancies efficiently.
This guide explains how to use and manage queries effectively in Datacapt.
Step 1 : Create a query
A query can be created in two ways:
Automated Query : Generated automatically through a data validation rule.
Manual Query: Created manually during the data review
Step 2 : Understand a Query Lifecycle
A query has the following life cycle:
Opened: A new query is created and needs to be reviewed by the person responsible for data entry.
Resolved: The query has been answered and managed. The person in charge has marked it as resolved.
Closed: The query resolution has been confirmed by the person responsible for data review.
Each step is associated with specific permissions configured in Role Management. A user may have all three permissions or be limited to specific actions based on the study organization.
A query can contain multiple messages, functioning like a chat discussion for better collaboration.
Step 3 : Answer and Resolve a Query
Prerequisite :The query must have the status "Opened". The user must be assigned a role with the permission to resolve queries.
🛠️ Step-by-step guide
How to answer & resolve a query
How to answer & resolve a query
Navigate to your EDC clinical study,
Go to the eCRF "Inclusion List",
Open an eCRF containing a query,
If necessary, review the data and perform the required changes,
Type a new message, and select "Save",
Select "Resolve".
Step 4: Close a Query
Prerequisite :The query must have the status "Resolved". The user must be assigned a role with the permission to close queries.
🛠️ Step-by-step guide
How to close a query
How to close a query
Navigate to your EDC clinical study,
Go to the eCRF "Inclusion List",
Open an eCRF containing a resolved query,
If necessary, type a new message and select "Save",
Select "Close".
Step 5: Monitor your queries using the dashboard
The Query Dashboard allows for centralized query monitoring and data review.
🛠️ Step-by-step guide
How to use the query dashboard
How to use the query dashboard
Navigate to your EDC clinical study,
Go to "eCRF Monitoring",
Open the "Queries" tab,
Apply filters based on your review objectives,
Navigate to a query using the 👁️ logo
Perform your review
Go back using the "back" icon
Continue working on your query review
💡Tips:
The Queries Global Dashboard can be exported using the "Export" option, available under the Inclusion List page.
The user must have the necessary permission to export eCRF data.