Performing Actions on Listings

You can perform various actions on data listings, including opening, responding to, and closing queries and observations, and setting and managing review statuses in Review Listings. Responding to and closing queries can also be done in query listings.

Query Actions

Queries are used to track inquiries into entered data for Items and Event Dates. Query actions of opening, responding to, and closing queries can be performed either individually or in batches. The batch option allows action on up to 100 queries simultaneously. For example, 100 queries can be generated in a batch containing the same query text.

The following items are eligible for query actions:

• EDC Event Dates
• EDC Form Items
• Non-EDC Form Items

When performing query actions, you can select any cell that references a single Event Date or Form Item, including those that are part of a univariate function (for example, date format, union, and subquery). Queries are associated with the referenced Event Date or Form Item.

If a cell references more than one Item or Event Date, or doesn’t reference either, the cell details panel will not open.

Opening a Query

In data listings, you can open a new query from the Cell Details panel to create queries on Event Dates and EDC Items.

To open a query:

1. Navigate to the listing.
2. Click the Cell where you want to open a query.
3. Click Create Query.

4. Enter a comment in the text field.

5. Click Save.

To open multiple queries in a batch action from a data listing:

1. Navigate to the listing.
2. Select the Checkboxes for the rows you want to query.

3. Optional: To select all rows on the current page, select the Select All checkbox.

   

4. Click Create Query .

   

5. Enter a Query Message.
6. Click Submit.

Responding to a Query

You can respond to queries on EDC and third party data with a comment. Your response displays in the Query Details and Cell Details panel, as well as the Last Message column of the listing. Query messages are displayed in chronological order, from oldest to newest.

To respond to a query:

1. Navigate to the listing.
2. Click the Cell for the Item containing the query.
3. Enter a comment.
4. Click Reply.

The system adds your query message to the query.

Closing a Query

Once a system or manual query is resolved, you can close queries on EDC and third party data from the Cell Details panel. Note that you can’t close a query when the related data Item or Event Date is locked.

To manually close a query:

1. Navigate to the listing.
2. Click the Cell for the Item on which you want to close a query.
3. Optional: Enter a comment.
4. Click Close.

To close multiple queries in a batch action from a data listing:

1. Navigate to the listing.
2. Select the Checkboxes for the rows containing queries you want to close.

3. Optional: To select all rows on the current page, select the Select All checkbox.

   

4. Click Close Query . This opens the Close Query panel.

   

5. For Close Query on, select either the Event Date or the Item that you want to close queries on.

   

6. Optional: Enter a query message in Message Details.

   

7. Click Close.

Observation Actions

Before generating a query, discrepancies must be reviewed by the data management team and/or discussed across various teams. Observations allow data managers to collaborate with colleagues before generating queries.

You can create observations on Form Items, single-function Form Items, and Event Dates using EDC or third party data. Observations are visible wherever the Item is displayed, so the observation follows the data in all the listings where the data appears.

You can view, create, respond to, and close observations for Core, Review, and Custom data listings.

An observation decoration appears in each cell that contains at least one associated Open or Pending observation. Observations remain in the listing even if the cell value changes.

When creating an observation, you can choose from the following categories:

• Mismatched
• Out of range
• Unexpected

Observation Statuses

Each observation can have the following (3) statuses: Open, Pending, or Closed. These statuses indicate which actions have been taken and what still needs to occur on an observation. When both Open and Pending statuses are present, the observation is considered outstanding.

Status	Decoration	Meaning
Open		Open indicates that an observation has not been addressed. This is the status assigned to all newly created observations.
Answered		Pending indicates that an observation has received a response.
Open & Pending		When both Open and Pending statuses are present, the observation is outstanding.
Closed	- -	Closed indicates that an observation requires no further action or discussion.

Observation Decorations

Observations are highlighted with decorations at both the row and cell levels. Row level decorations are located in the Review column. When hovering over a decoration at the row level, a tooltip appears if the record contains at least one open, pending, or outstanding observation (with a status of Open or Pending). A tooltip also appears in the individual cell linked to the observation when hovering over the decoration. Decorations are not displayed for observations in the Closed status, but they are still visible in the details panel.

Creating Observations

You can create an observation individually or in a batch action. Creating an observation moves it to the Open status.

To create an observation individually:

1. Navigate to the listing.

2. Click Observations in the upper-right navigation bar.

3. Choose a category from the dropdown menu (Mismatch, Out of Range, or Unexpected). Your selected category is displayed above the listings.

4. Click the Cell where you want to create an observation.
5. Click Submit.

To create multiple observations in a batch action:

1. Navigate to the listing.
2. Click Observations in the upper-right navigation bar.
3. Choose a category from the dropdown menu (Mismatch, Out of Range, or Unexpected). Your selected category is displayed above the listings.

4. Click the Cells where you want to create an observation.

5. Click Submit.

Responding to an Observation

You can respond to an observation in the Observations tab. Responding to an observation changes the status to Open or Pending, depending on your selection.

To respond to an observation:

1. Navigate to the listing.
2. Click the Cell containing the observation.

3. Click Reply.

4. Optional: Set the status of the observation to Open or Pending.
5. Enter a message
6. Click Save.

Closing an Observation

You can close an observation individually or in a batch action. Closing an observation moves it to the Closed status. Observations can be closed when Open or Pending.

To close an observation individually:

1. Navigate to the listing.
2. Click the Cell containing the observation.

3. Click Close.

4. Optional: Enter a message.
5. Click Save.

To close multiple observations in a batch action:

1. Navigate to the listing.
2. Click the Cells containing the observation.
3. Click Close.
4. Optional: Enter a message.
5. Click Save.

You can export all observations and observation messages and include them in extracts.

Review Listings

All query actions can also be performed in Review Listings, which provide an additional layer of query review. You can set and view record statuses and provide reasons for each status. A row’s status can be set individually or in batches and filtered by review and query status. Statuses include In Progress, Reviewed, Unreviewed or as having a Known Discrepancy.