Summary

This article covers Study Configuration Query settings.


The Study Configuration Query settings allow customization in three areas:

  • Email Notifications
  • Query Coding (reasons)
  • Automatic Query Deployment

Read below for descriptions of each.


Email Notification

Each time a query is generated, regardless of whether it is manual or automatic, a notification email can be generated and sent to all or some of the relevant parties. This works in conjunction with the other settings.


Send Notification Email for Each New Query

Each time a query is generated, regardless of whether it is manual or automatic, a notification email can be generated and sent to all or some of the relevant parties. This works in conjunction with the other settings.


Send Notification Email for Each Query Message

Each query will have a series of messages. Messages can either be sent from the author or recipients. These messages form a query dialog. Each time a message is added to the query, a notification email can be sent to all or some of the relevant parties. This works in conjunction with the other settings.


Do Not Send Email Notifications to Site

If you are concerned about spamming your Site, you can check this setting so email notifications will not be sent to the Site. Remember, the My Queries report will report all open queries and allow users to access the entire query dialog. Therefore, it is not necessary to send emails to your sites.


Only Send Email Notifications for Manual Queries

This option will require the Data Manager to send out notifications when queries are manually generated. All queries and their corresponding dialog are available in the My Queries report, and automatic queries are reported to a Site user as soon as they are saved. This option will only function when Send Notification E-Mail For Each New Query is also enabled. 


Query Coding

Query coding is an essential feature of the Query Management System (QMS). Query codes allow you to standardize data around your queries. There are four types of query codes; they include:

  • 1) Interval Queries
  • 2) Visit/Event Queries
  • 3) Field Queries; and
  • 4) Close Query Reason Codes

When a query is created in the system, it is coded. Likewise, when a query is closed, it is coded. A code is selected from the corresponding dropdown list that attaches that code to the query. 

 

Automatic Query Deployment

When queries are created, they are deployed to specific user roles at the corresponding Site. Those roles are set in this section. When a user creates a manual query, they also have the option of changing these default roles, so only the necessary users can access the query.



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