Raising and promoting pre-queries

  • Published by Viedoc System 2024-10-10
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For an overview of the entire query process see Queries overview.

Raising a pre-query

To be able to raise a pre-query you must have the permission to add pre-queries, typically the Data Manager (DM).

To add a pre-query:

1 Open the form that contains the field the pre-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 pre-query will be added to from the drop down list.
  • Choose the type of action - Add a pre-query.
  • Enter the pre-query text.
3

Click Ready. The pre-query is created and needs to be promoted and released by the user with permission to promote pre-queries (typically the Monitor), in order to be visible as a query for the site staff.
The pre-query can be edited or removed (if invalid or created by mistake) by clicking the Edit or Remove links:

A Removed state is a final state for a pre-query.

A pre-query is always marked by this icon:

Once a pre-query has been promoted and released, it becomes a query and it is marked by this icon:

Promoting/Rejecting a pre-query

To be able to promote/reject a pre-query you must have the permission to promote pre-queries, typically the Monitor.

If there are any pre-queries that await promotion, these are marked as tasks. For details about tasks, see Issues and tasks.

To promote a pre-query:

1

Browse to the task and open the respective pre-query that is marked with state Awaits promotion. A pop-up is displayed where you can either Promote or Reject the pre-query:
2
  • To promote the pre-query, select Promote and click Save query. The pre-query will enter the Ready for release state.
  • To reject the pre-query, select Reject and click Save query. The pre-query state will be Rejected. This is a final state for a pre-query.

Releasing/Rejecting a pre-query

A pre-query can be released after it has been promoted, that is, a pre-query in Ready for release state.

A pre-query waiting to be released is marked as a task. For details about tasks, see Issues and tasks.

After releasing a pre-query, this will become a raised query visible to the site staff. This is why, releasing a pre-query can be performed by a user with permission to add queries.

To release a pre-query:

1 Browse to the task and open the pre-query that is Ready for release. A pop-up is displayed where you can either Release or Reject the pre-query:
2
  • To release the pre-query, select Release, rephrase the query text if needed and click Save query. The pre-query will be released as a query to the site, with state Awaits answer.
  • To reject the pre-query, select Reject and click Save query. The pre-query state will be Rejected. This is a final state for a pre-query.

Note! When role-based queries is enabled for your study, when a pre-query is released, (typically by the Monitor):

  • The new query visible for the site staff is considered as being raised by the same role that released the pre-query.
  • Only that same role will be able to approve/reject the query resolution, for more information, see Role-based queries.

For more information on pre-queries, see Queries overview.