Posting Queries to Sites


You can use queries in Vault Coder to communicate directly with sites. This is helpful if you need more information from the site in order to code a Code Request.

If a coding Form is locked, you cannot post any queries for the locked Form. See Freezing & Locking Data for more information on locked forms.

Coder displays query status for Code Requests in the Queries column of the Code Request Listing table. Queries in Listing Table

The number next to the query icon indicates number of days that the Query has been in that status. In the example below, the query has been in the Query to Site status for 10 days. See the Query Statuses table for descriptions of each query status. Query Status

Post a Query to the Site

To send a message to the Study site:

  1. Click the Code Request to open it in the Code Request Properties panel. If you’re not already on the Queries card, click Queries.
  2. Enter your message in the Submit a Query field. Query card with no existing queries

  3. Click Post. Un-posted query and the Post button

  4. Vault adds your query to the Code Request and sends it to the Site. New query

Once there is an open query on a Code Request, Vault Coder displays a query status icon in the Code Request Listing table. See the Query Statuses table for descriptions of each query status.

Review Responses

You can view responses from the site in the Queries card of the Code Request Properties panel.

Requery the Site

If you are not satisfied with the site’s response, you can requery the site by posting another query on the Code Request.

Close a Query

Once an issue is resolved, you can close the query. Closing the query indicates that there is no further action required.

  1. From the Post menu, click the Arrow.
  2. Select Close.
  3. Click Close. Close Query

Reopen a Query

To reopen a closed query:

  1. From the Post menu, click the Arrow.
  2. Select Reopen.
  3. Vault Coder moves the query into the Query to Site status. A site user will respond to your query.

Query Statuses

Queries can have the following statuses:

Status Icon Description
Query to Site Sent Query Icon The query has been sent to the site.
Site Responded to Query Responded Query Icon The site has responded to a query.
Requeried Site Requeried Icon A clinical coder sent an additional query to the site because the site’s response was unclear.
Closed Query Closed Query Icon The query is closed.

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