Queries

Create, respond to, and manage data queries.

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Queries move through three statuses: Unresolved (created by Query Management), Resolved (responded to by Subject Management), and Closed (finalized by Query Management).

Query roles

Role	Create	Resolve (respond)	Close
Query Management	Yes	Yes	Yes
Subject Management	No	Yes	No

All query roles are site-scoped.

Query workflow

Unresolved — Query is created, needs response.
Resolved — Response provided, awaiting review.
Closed — Query is complete.

Status	Role required to change
Create (Unresolved)	Query Management
Resolve	Subject Management
Close	Query Management

Queries list on a subject with open queries, status, and actions

Notifications

Configure query notifications at Project Overview → Notifications.

Configuration	Notes
Two notifications typical	One for project variables, one for encounter variables
Site-scoped	Notifications go to recipients configured for that site
Deleted query	Should not trigger an email

Query tags

Tags can include non-PHI identifiers:

Allowed	Not allowed
Reference ID	Variable values (unless that value triggered the query)
Project ID	PHI fields
Encounter Date

One email per query: Multiple queries cannot share a single email notification.

Importing queries

Query import creates new queries only.

Import scenario	Result
Open query in file, open in system	Updates existing
Resolved query in file	Updates to resolved
Closed query in file	Creates new query

Closed queries in the system cannot be updated via import—a new query is created instead.

Data Sets and open queries

Data Sets can be configured to ignore values with open queries. This excludes disputed data from exports until queries are resolved.

No bulk resolve

There is no user-accessible "resolve all queries" function. Each query must be resolved individually.

Notifications — configure query notifications
Roles — query role details
Export — Data Sets configuration