Permissions: Queries can be created based on the configuration of Data Central. The Queries panel is only available for studies with Query data imported into elluminate. If a study does not have query data available, the Queries panel does not display.

Queries are questions or concerns raised about a record that can be imported into or created within elluminate, and depending on configuration with a bi-directional EDC system can be actioned within elluminate to update the EDC system as well.

Create Queries

Users can create a single query from a listing by right-clicking in a cell or from the Details view, or create multiple queries simultaneously from an Exception listing. After queries are created, they can be accessed and managed from the Queries panel.

Note: Queries created in elluminate for studies using Rave, InForm, or Veeva EDC systems are in Open status. Opening a Candidate query is not currently supported.

Create a Single Query from the Details View

1. Open a record in Details view from a listing.
2. Click the field where the query will be added.
3. Click the Create icon in the panel toolbar, or right click the field.
   

4. Select Create Query from the drop-down. The Create Query window opens.

   Tip: This window can be moved by dragging it elsewhere on the screen, allowing visibility of dialog behind the window.

   

5. Enter the Query Text.

6. Select a Notification Group from the drop-down.

   Note: This may not be available for all EDC systems.

7. Select a Query Category from the drop-down.
8. Select the Mark as Requery checkbox to mark this query as a requery.
9. Click Save to create the query, or click Cancel to discard the actions.

Note: When Veeva-integrated query actions fail due to locked or frozen Veeva data, users receive a detailed error message.

Important: Depending on how the study was configured, the system may prompt for an EDC system userid and password, which is required in order to send the query or query action to the EDC.

Create a Query on a Cell in a Listing

A query can be created by right-clicking a cell in a listing.

1. From a domain listing, right-click a cell. 
   
2. Mouse over Create, and select Create Query on Cell. The Create Query window opens.
   
3. Enter the Query Text.

4. Select a Notification Group from the drop-down.

   Note: This may not be available for all EDC systems.

5. Select a Query Category from the drop-down.
6. Select the Mark as Requery checkbox to mark the query as a requery.
7. Click Save to create the query, or click Cancel to discard the actions.

Create Multiple Queries

Multiple queries can be created simultaneously from an Exception Listing. If the listing includes the QueryText field, that text is automatically populated in the Query Text field for each new query. The query text for each record is then sent to the EDC.

1. Select the desired records by checking the box(es) on the left.

   

2. Click the Create (plus sign) icon in the panel toolbar.

3. Select Create Query.

   The Create Query window opens.

   

4. The Query Text field is automatically populated with the value from the QueryText field in the Exception Listing.

5. Select a Notification Group from the drop-down.

   Note: This option may not be available for all EDC systems.

6. Select a Query Category from the drop-down.
7. Click Save to create the queries, or click Cancel to discard the actions.

Access the Queries Panel

The Queries panel is accessed from the left navigation. By default, the Queries panel lists all Opened and Answered queries. Use the filters to identify which queries to display. 

The Queries panel supports User Domain Settings through the Settings icon, allowing users to hide System Fields and Domain Variable columns to focus on relevant information. For more details, see the 'Sort, Fix, Adjust, and Hide Columns in Data Central' article.

Important: Use the Queries panel to action or edit existing queries. Queries cannot be created from this view.

Tip: To view queries for records on domains marked as critical or as a requery, scroll to the right of the window and view the Criticality and Requery columns.

Tip: Use the Search icon in the panel toolbar to locate a column by name or label. As text is entered, matching column names and labels display. Select a column name to navigate directly to that column. 

Filter Query Panel Results

Filters are available for all columns in the Queries listing. A numbered badge in the header indicates whether filters are applied to the panel. Filtered columns display a filter icon in the header. 

The Queries panel defaults to Status=Open and Answered filters. To view other statuses, clear existing filters and apply desired filters.

Tip: Data Managers can filter to see answered queries and then take action by closing or re-querying them.

Tip: If the Query was created by an Orchestrator rule, the Opened By column displays the rule name. This column can be filtered by the name of the Orchestrator rule.

Note: For more details on using panel and column filters, check out the article regarding Filters in Data Central.

Open the Query Details View

From the Queries panel or the Related Queries section of a Record Details panel, several methods are available to open the query details view:

• Highlight a record and click the Details icon in the panel toolbar.
• Right-click a record and select Details.
• Double-click a record.

The panel toolbar includes a set of icons used to navigate forward and backward through queries, perform query actions, create issues, view history, dock the panel, maximize or restore the panel, and close the panel.

Use the scrollbar on the right to view additional content within the panel. The panel displays query details, followed by Related Form Data, and then Comments and Related Issues. The Comments and Related Issues can be expanded to view existing entries or add new ones.

Action Queries

Queries can be managed individually by working in the Details panel, in groups from the Queries panel, or from the Related Queries section of a Record Details panel. Available actions depend on which actions are used by the relevant EDC system, the Status of the query, the Role Query Action settings as specified in the Data Central configuration for the study, and the user’s reviewer role. Actioning a query is available for studies with 2-way integration, such as Rave, Veeva, and InForm. Actions vary depending on the EDC system and may include answer, close, cancel, or requery.  

Other actions include:

• View or Add Comments - In the Comments section, click the expand arrow to see existing comments and add new comments to an open, answered, closed, or cancelled query.
• Add Issue - Click the Create Issue icon in the panel toolbar to enter details in the Create Issue window and click Save.
• View Field History - Click the Field History icon in the panel toolbar to view the activity on this query: action, user, date and time.

Important: The Close Query, Cancel Query, and Requery actions for each status may be configured differently in different studies. For EDC systems with 2-way query integration, these actions are passed through to the corresponding EDC queries. For queries from EDC systems that do not have 2-way query integration, the action and status stay within elluminate. View Field History may or may not be available depending on the EDC system for the study.

Action a Single Query

1. Open the Query Details View for a record. A separate panel opens.

   Note: Action the query in the open window or dock the panel to the sheet.

2. Use the panel toolbar icons to perform actions on the record.
3. Optionally, access and expand the Comments section to view or add comments.

4. Optionally, access and expand the Related Issues section to view related issues or create new ones using the Create Issue icon in the toolbar.

   Tip: Creating an issue within a query is useful if clarification is needed before closing it.

Action Multiple Queries

Filtering the query listing by status can streamline the process of managing multiple queries, This step is optional.

1. Select the desired record(s) in the Queries panel by checking the box to the left of each record.

2. Click the Action icon (or right-click) and select the action.

   

   Note: Actions that are unavailable are grayed out. In the screenshot above, the listing was filtered to Answered queries, therefore, the only action available is Close Query.

   Tip: It may be helpful to maximize the window to see more of the details within the Queries panel.