Raise a query on a form field

1. 1

   In the Casebook, click the visit cell, open the Forms tab and click View on the form.

2. 2

   Click the grey speech bubble next to the field.

   Its tooltip says "No query - click to raise one". The Raise Data Query dialog shows the field and its current value.

3. 3

   Choose a Category: Missing Data, Inconsistent Data or Other.

4. 4

   Choose a Priority: Low, Normal (the default) or High.

5. 5

   Write the Query Message: what you need the site to check.

   A message is required for Other. If you leave it empty for the other categories, a standard message is used.

6. 6

   Click Raise Query.

   You see "Query Q-0001 raised successfully" (with the real number).

You can also raise a query from a participant's Responses tab or from Reports > Responses: expand a submission and click the small question bubble next to the answer.

• The query is Open and shows a red badge on the field and in the Casebook.
• Staff at the participant's site, the roles chosen in the study's staff alerts (by default data managers and CRAs) and the Study Owner get an email.
• The site answers the query or corrects the value. You then close it or send it back.
• Every step is kept in the audit trail.

• No speech bubble: the form is not submitted yet, it is open in edit mode, the field is locked, or your role cannot raise queries.
• "Queries Disabled for ePRO": participants' questionnaire answers cannot be queried from the form. Contact the participant through the site, or ask the site to record a correction.
• "Answer no longer exists - please refresh": the form was saved again in the meantime. Refresh the page and try again.