Take Control of Your Queries Dashboard!
Master the skills to navigate the Queries dashboard like a pro. Filter, search, and customize the data display to suit your needs and boost productivity. You'll also learn how to respond to queries effectively.
Viewing Queries
From your Study Dashboard, press Queries.
To monitor and take action on a query, click the three dots (...) and select View. Alternatively, double-click the desired row in the Queries table to view the query details.
Responding to Queries
Click the three dots (...) and select View, or double-click the query row to see details.
Type your response in the Type here box and press Respond.
Alternatively, press Go to Task to view the query with the uploaded data. You can re-open the View Query screen from the Queries list or go back to your other browser tab.
Respond Only Option
This option is solely for responding to the query. Type your response in the Type here box and press the button. The View Query box will close, and you'll see the Uploader screen.
Upon finishing, you can close the Uploader browser tab and continue your work in the Clario Portal starting from the Sites dashboard.
Alternatively, to edit uploaded data (e.g., upload a new file/folder, change questionnaire responses), stay on the Uploader screen and follow the data upload process.
Respond and Correct Data Option
This option is used to both respond to the query and correct data. After typing your response in the Type here box, you can proceed with the data upload process to make any necessary corrections.
Upon finishing, you can close the Uploader browser tab and continue your work in the Clario Portal starting from the Sites dashboard.
General Navigation
Filter and Search
Use the Search all setting to search the entire table.
Select a column header (e.g., Study Name, Sponsor, Subject ID) to refine your search.
Enter keywords in the Search box and press Apply.
Clear the search by pressing the x in the grey box.
Some search parameters use predefined lists while others prompt free-text entries. For example, when searching by Status, you'll choose from a list.
Apply multiple filters by repeating the search. For example, filter by Site, then by Subject. Clear filters individually with x or all at once with Clear all.
Filter and Search
Adjust the number of rows displayed (default is 10).
Navigate through pages using forward and back arrows.
Sort the table by clicking column headers or up/down arrows.
Sort one column at a time. Sorting a second column clears the first.
Return to Dashboards
Select the previous page name in the navigation trail.
Press Home to go to Clario's Global Dashboard.
Press CLARIO. to also go to the Global Dashboard.
Frequently Asked Questions
How do I navigate to the page with my site’s queries?
From Clario’s Global Dashboard:
Press Select Study or Organization.
Choose your study from the drop-down list, or press Show more… to search for it.
Press Queries.
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How do I view a query from the subject-specific dashboard?
From your Study Dashboard, press Subjects.
To monitor and take action on a query, click the row of data for the subject you’d like to view.
Click the View Query icon (i.e., blue diagonal arrow).
How do I view the all queries for a subject?
From your Study Dashboard, press Subjects.
To see all queries for your subject, press View Queries.
Select the query you’d like to view or take action on. The View Query screen will pop-up displaying all of the query details and available actions.
How do I view queries from the Uploader?
From your Study Dashboard, press Uploader.
To monitor and take action on a query, click the three dots (...) and select View/Upload data. Alternatively, double-click the desired row in the Upload Work List table to view the uploaded data details.
Select the query you’d like to view or take action on.
