Queries Search

Queries Search enables users to locate specific queries related to clinical trial documents within designated areas, referred to as "rooms." This feature simplifies the process of managing and resolving queries by filtering and displaying relevant query data, thus enhancing collaboration and ensuring compliance throughout the clinical trial process. Users can efficiently track and address queries associated with specific documents, maintaining context within the clinical trial or project room.

Steps to perform a query search:

  1. In the Search panel, choose Queries from the dropdown menu.
  2. Enter the relevant query ID (e.g., "1234") or any other query-related term in the search bar.
  3. If needed, click on Advanced Search and Add Fields to refine your search further, such as adding filters for document status or type.
  4. Once the search parameters are set, click the Search button to perform the search.
  5. From the search results, check the checkbox next to the document to select it.
  6. After selecting the query, detailed information appears, including the query ID, status (e.g., "Workflow" or "Resolved"), and any associated query history.
  7. If the user is responsible for addressing the query, click the Claim button to take ownership of the query.
  8. The query details display the list of assignees (e.g., Reader 106, Editor 102, Editor 103). You can review or assign tasks to users related to this query.
  9. Below the assignees, the Query History shows previous updates or comments related to the query, such as the message from Editor 107 on 20 Jul 2022. This provides context to the query resolution and allows you to respond effectively.
  10. Depending on the user's permissions, the user can proceed with resolving the query or making any necessary updates to the document associated with the query, for more check queries module.