Resolving queries

  • Published by Viedoc System 2021-11-24
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For an overview of the entire query process see Queries overview.

If a query is raised during data entry, a query message will appear as soon as you leave the field. To resolve the query, click the query message for more details, or correct the data directly before you continue entering data in the rest of the form.

If a query is raised after the form has been saved, the form is marked with a red issue icon i.

To resolve a query:

1 Open the form that contains a query.
2 Click Edit in the top right corner of the form.
3

Depending on if the entered data is correct or not:

  • If the entered data is not correct, enter the correct value in the field that has a query.
  • If the entered data is correct, click the query message, check the Confirm data is correct checkbox, and enter an answer.
4 Click Ready.
5 Click Save changes.

See also the video tutorial Issue: Resolve a query.