> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Responding to Queries

> How site teams respond to data quality queries

Site teams respond to queries raised by the study team. This guide covers how to effectively respond to queries and resolve data issues.

## Who Can Respond

Site team members who can respond to queries:

| Role                      | Can Respond |
| ------------------------- | ----------- |
| **PI**                    | Yes         |
| **Site Administrator**    | Yes         |
| **Deputy PI**             | Yes         |
| **Sub Investigator**      | Yes         |
| **CRC**                   | Yes         |
| **Data Entry Specialist** | Yes         |

## Viewing Open Queries

### Site Dashboard

View all open queries for your site:

* Total open queries
* Queries by participant
* Query age and priority

### Participant Record

View queries on specific records:

* Navigate to participant
* See query indicators on fields
* Click to view query details

## Responding to a Query

<Steps>
  <Step title="Open Query">
    Navigate to the query from dashboard or record.
  </Step>

  <Step title="Review Query">
    Read the query text and understand what's being asked.
  </Step>

  <Step title="Investigate">
    Check source documents and records.
  </Step>

  <Step title="Update Data if Needed">
    Correct the field value if warranted.
  </Step>

  <Step title="Provide Response">
    Enter response text explaining your findings.
  </Step>

  <Step title="Submit">
    Submit the response.
  </Step>
</Steps>

## Response Types

### Correction

If the data was incorrect:

1. Update the field value
2. Explain the correction
3. Reference source documents

<Accordion title="Correction Response Example">
  "The original value was a transcription error. I have corrected the blood pressure from 280/160 to 128/86 mmHg per source document dated 15-Jan-2024."
</Accordion>

### Clarification

If the data is correct but unclear:

1. Leave value unchanged
2. Explain why the value is correct
3. Provide supporting context

<Accordion title="Clarification Response Example">
  "The blood pressure reading of 180/110 is confirmed correct. Patient was experiencing acute pain at time of measurement. This was documented in the visit notes."
</Accordion>

### Additional Information

If more data is needed:

1. Provide the requested information
2. Add supporting documentation if needed
3. Reference any relevant context

## Making Data Corrections

When correcting data:

<Steps>
  <Step title="Open Edit Mode">
    The record opens in edit mode when responding to query.
  </Step>

  <Step title="Update Field">
    Change the field value to the correct value.
  </Step>

  <Step title="Document Reason">
    Your query response serves as the reason for change.
  </Step>

  <Step title="Save and Respond">
    Save the change and submit your response.
  </Step>
</Steps>

<Note>
  Data changes made during query response are linked to the query in the audit trail.
</Note>

## Response Quality

### Good Responses

Characteristics of effective responses:

* Directly address the query
* Provide clear explanation
* Reference source documents when relevant
* Complete information in one response

### Incomplete Responses

Avoid responses that:

* Don't address the question
* Lack explanation
* Require immediate follow-up
* Are vague or unclear

## Query Notifications

Stay informed about queries:

| Event            | Notification     |
| ---------------- | ---------------- |
| New query raised | Email and in-app |
| Query reopened   | Email and in-app |
| Query closed     | In-app           |

## Query Tracking

Monitor your query workload:

| Metric              | Purpose                         |
| ------------------- | ------------------------------- |
| **Open Queries**    | Current outstanding items       |
| **Query Age**       | How long queries have been open |
| **Resolution Rate** | Queries closed vs. raised       |

## After Response

When you submit a response:

* Query status changes to "Answered"
* Study team is notified
* They will review and close or reopen

### If Reopened

If the study team reopens the query:

* Additional information is needed
* Review their follow-up comment
* Provide the requested clarification

## Best Practices

<AccordionGroup>
  <Accordion title="Respond Promptly">
    Address queries quickly to maintain study timelines.
  </Accordion>

  <Accordion title="Be Thorough">
    Provide complete information to avoid reopening.
  </Accordion>

  <Accordion title="Verify Before Responding">
    Check source documents before responding.
  </Accordion>

  <Accordion title="Document Clearly">
    Write clear responses that fully address the query.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Query Lifecycle" icon="circle-question" href="/data-quality/query-lifecycle">
    Full query workflow.
  </Card>

  <Card title="Participant Records" icon="file-medical" href="/participants/participant-records">
    Managing participant data.
  </Card>
</CardGroup>