Auto-Query
Overview
Auto-Query raises a query automatically when entered data breaks a field's validation rule, so data managers don't have to open each query by hand. It is set up at two levels:
Level | Where | What you set |
Study | Admin Tools > Settings > Auto-Query Feature | Query Review Mode, and who receives queries by default for each module |
Form (field) | Admin Tools > Forms > a form > a field's Validation tab | Whether that field raises auto-queries, plus assignees, message, priority and closing rules |
Set up the study level first, then turn on Auto-Query for each field that needs it.
Enable auto-query at study level
Study-level settings decide who receives auto-queries first and who gets them back after a site responds, for each module.
- Go to Admin Tools > Settings.
- Scroll down and expand Auto-Query Feature.
- Turn on Query Review Mode (hover the ? icon for details).
- For each module, set the two assignees:
Module | Default Initial Assignee | Query Reassigned to on Response |
|---|---|---|
Patient Management/Data Management | Who receives the query when it is raised, e.g. SU - Site User | Who gets the query back after it is answered, e.g. CRO - Monitor |
System Field | e.g. ADJ - Adjudicator | e.g. CRO - Monitor |
Physician | Select an assignee | e.g. CRO - Monitor |
Enable Auto-Query at form level
Form-level settings turn Auto-Query on for one field at a time. A query is raised when the entered value breaks that field's validation rule, e.g. an Age outside 20–65.
- Go to Admin Tools > Forms.
- Find the form (filter by Form Type or search by Form Name), then click its pencil icon to edit it.
- In the form builder, open the settings of the field you want to check (e.g. the Age number field).
- Go to the Validation tab and tick Enable Auto-Query for Field.
- Fill in the Auto-Query settings:
Setting | Required | What to enter |
|---|---|---|
Assignees | Yes | Roles (e.g. Role: SU - Site User) or specific users who receive the query |
Custom Query Message | Yes | Text the site sees on the query, e.g. "Age out of range (20–65). Please verify." |
Priority | No | Query priority, e.g. Normal or Urgent |
Auto-close query on Data correction | No | Closes the query automatically once the value is corrected |
Generate Query for Warning | No | Raises a query for warning-level checks too, not only errors |
- Set the validation rule that triggers the query, such as Minimum Value and Maximum Value, and choose when it runs under Validate On (e.g. Change).
- Check the field in the Preview panel, then click SAVE.
- Save the form.