Raising/Approving/Rejecting queries

For an overview of the entire query process see Queries overview.

A query can be added/edited/removed/approved by the user with permission to add/change queries.

Adding a query

To raise a query:

1 Open the form that contains the field the query will be raised on.

1	Open the form that contains the field the query will be raised on.
2	Click the `+` icon in the top-right corner of the group that contains the respective field. The Add new action pop-up is displayed. Select the field the query will be added to from the drop down list. Choose the type of action - Add query. Enter the query text.
3	Click Ready. The query was raised and it is now visible for the site and ready to be resolved, with state Awaits answer:

Click the + icon in the top-right corner of the group that contains the respective field. The Add new action pop-up is displayed.

Select the field the query will be added to from the drop down list.
Choose the type of action - Add query.
Enter the query text.

Click Ready. The query was raised and it is now visible for the site and ready to be resolved, with state Awaits answer:

After the query has been raised it can be:

Resolved by the site (Investigator).
Edited by any user with permission to add/change queries.
Removed by any user with permission to add/change queries (in case the query was invalid or added by mistake).

Editing a query

The text of a raised query can be edited as long as the query was not resolved (Awaits answer).

To edit a query:

1	Open the query (from the respective form) and click Edit:
2	Edit the text and click Save query: The query text is now updated.

Open the query (from the respective form) and click Edit:

Edit the text and click Save query:

The query text is now updated.

Removing a query

A query can be removed, for example if invalid or added by mistake, as long as the query was not resolved (Awaits answer).

To remove a query:

1	Open the query (from the respective form) and click Remove:
2	Click Save query to confirm: The query state is Removed. This is a final state for a query.

Open the query (from the respective form) and click Remove:

Click Save query to confirm:

The query state is Removed. This is a final state for a query.

Approving/Rejecting a query

After the query was resolved by the site (typically the Investigator), it is marked as a task, it is in Awaits approval state and can be either approved or rejected.

Note! An exception is a query raised as a result of confirming data as missing by the site user. This type of query can only be approved.

Approving a query

To approve a query:

1	Open the query. The query pop-up opens displaying the list of the query history:
2	Select Approve and click Save query: The query is now Approved. This is a final state for a query:

Open the query. The query pop-up opens displaying the list of the query history:

Select Approve and click Save query:

The query is now Approved. This is a final state for a query:

Rejecting a query

To reject a query:

1	Open the query. The query pop-up opens displaying the list of the query history:
2	Select Reject, optionally rephrase the query and click Save query: The old query is closed with state Rejected and a new query is raised that Awaits answer:

Open the query. The query pop-up opens displaying the list of the query history:

Select Reject, optionally rephrase the query and click Save query:

The old query is closed with state Rejected and a new query is raised that Awaits answer: