Queries, review & locks
Raise and answer queries, verify data, sign off visits and lock data.
- Raise a query on a form fieldOpen the submitted form, click the speech bubble next to the field, pick a Category and Priority, write your message and click Raise Query. The site is notified and the query appears as Open with a number such as Q-0001.For Data managers, Monitors (CRAs), Study owners & admins
- Answer a query or correct a valueOpen the query from the query bell or the participant's visit, then either click Respond to reply, or Correct value to change the data and give a reason. The query moves to Answered and goes back to the person who raised it.For Site coordinators & staff, Investigators
- Close or reopen a queryOpen an Answered query and click Mark resolved to close it, or Requery to send it back to the site with a message. Data managers, CRAs and the Study Owner can close and reopen queries.For Data managers, Monitors (CRAs), Study owners & admins
- Track open queries on the Queries pageClick the query bell at the top of the screen and choose View All Queries. Use the Open, Answered and Closed tabs, the site, form, participant and age filters, and Export CSV to download the list.For Data managers, Monitors (CRAs), Site coordinators & staff, Study owners & admins
- How automatic queries from edit checks workWhen a site submits a form, Capture runs the form's edit checks. Each value that breaks a rule gets an Auto Query raised by System. When the site saves a corrected value that passes every rule, the auto query closes by itself.For Data managers, Site coordinators & staff, Monitors (CRAs)
- Verify data against source (SDV)Monitors verify data in two ways: tick fields on a submitted form and click Submit verification, or verify whole forms from the Casebook visit panel's SDV tab. Changing a verified value later removes its verification automatically.For Monitors (CRAs), Study owners & admins
- Review a participant's ePRO answersOpen the participant's submitted questionnaire from the Casebook and click Mark reviewed. For a questionnaire that was missed, click Mark as not completed and choose the reason.For Investigators, Site coordinators & staff
- Review values across participants and visitsOpen Reports > Data review, choose a form, and switch between the Listing and the Comparison grid. Turn on Only rows with issues to see values flagged as out of range, implausible or inconsistent, then click a value to open the form.For Data managers, Monitors (CRAs), Study owners & admins
- Find missing and overdue formsOpen Reports > Status overview. Each cell is one form at one visit, coloured by status. Turn on Only subjects with overdue forms and download the CSV to chase sites.For Data managers, Monitors (CRAs), Study owners & admins
- Freeze, lock and unlock dataData managers freeze a field with its snowflake icon and lock it with its padlock, or use Bulk on a form or visit. Freezing is reversible with a reason; locking is final, and unlocking needs a reason and your electronic signature.For Data managers
- Run an interim lock by visit or date cutoffIn the Casebook, open the Lock menu and choose Interim lock (cutoff), Lock selected subjects or Lock selected visits. Preview the scope, check the unresolved items, then sign to lock. Every run is listed in Lock history.For Data managers
- Sign off a participant's casebook as investigatorIn the Casebook, click Sign in the participant's Signature column. Review the outstanding items, read the signature meaning, tick the confirmation, type your full name and password and click Sign Off. If data changes later, the signature shows as broken and you re-sign.For Investigators
- View the audit trailEvery change is recorded with the user, role, time, old and new value and reason. See it on a form's Edit History card, a participant's Audit Trail tab, or for the whole study in Reports > Data & Exports > Study Audit.For Data managers, Monitors (CRAs), Study owners & admins, Sponsors & CROs, Investigators
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.