Queries in Mentor EDC – Reviewer Initiated, Custom, and Data Management Queries

• Monitors and Data Managers issue Reviewer Initiated, Custom, and Data Management queries.
• Review Query Handling in Mentor EDC AND Query Listings in Mentor EDC videos for additional information.
• Refer to Query Listings in EDC for additional information.
• Use the Switch Layout option to change the display for the Details from Vertical to Horizontal.
• Custom Queries may be configured in your environment and are permissioned separately but function the same as Reviewer Initiated and Data Management Queries with one exception.
• When this setting is “On,” AND the field data changes, the query is automatically updated to “answered” and the reason is set to “data changed.”
• When this setting is “Off,” then field data changes DO NOT affect the query.

Query Status Management

• Use the menus and buttons to make selections and to Add, Edit, Answer, Accept, and Re-Query records.
• The Queries tab contains two (2) drop-down menus for filtering and five (5) buttons for selecting status states for a query.
• Refer to the table below for a description of the drop-down menus and “Status/State” buttons.

Button	Description
	Use this drop-down menu to select a specific field on the selected form; leave at the default selection [Form] to add/change status for entire form. This drop-down menu populates selections based on the form selected.
	Use this drop-down menu to select a Status/State to filter on.
	Use this button to initiate a query. A symbol may display in the form field and the queries grid, to indicate the type of query.
	Use this button to update a query.
	The Monitor/Data Manager may use this button to answer a query.
	The Monitor/Data Manager may use this button to accept the answer to a query.
	The Monitor/Data Manager may use this button to indicate they have not accepted the response to the Query and have issued another query.

Inline Query Management

• To manage a query directly on the form, click the query icon to open a pop-up.
• Populate information and click the applicable button (if needed) to save the update.
• When you click Accept, no save action is required.