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Introduction to the Queries and DCRs Dashboard

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Content in this article relates to:

eCOA Solutions

NxT Platform

Swift Product

Use the Queries & DCRs dashboard to review open queries and Data Change Requests (DCRs) that need your attention across your study.

This page introduces the main areas of the dashboard—understanding queries and DCRs, reading the table, filtering and searching, and opening items—so you know where everything lives before exploring the detailed guides linked below.

Understand Queries and DCRs

The Queries & DCRs dashboard brings queries and Data Change Requests (DCRs) into one study-level view.

From here, you can:

  • See items that need review, clarification, or action

  • Check status, due dates, and context such as site, subject, and visit

  • Open an item to review details or take the next step

Queries ask for clarification or correction when data needs review. DCRs document approved changes to study data. Both appear in the same table. Use the Category column to tell them apart.

The items you see depend on your role and permissions. Some users see study-wide items; others see items for their assigned sites only.

Read more about navigating and updating study data here

What's the difference between a query and a DCR?

A DCR is a request from your site to change data that has already been submitted. A query is a request from Clario for your site to respond or clarify something about the data. If you’re unsure which type you’re viewing, check the Category column in the table.

Read the Queries & DCRs Table

The table lists each query or DCR as a row. Key columns include:

  • Actions: Press the three dots () to view available actions you can take

  • Status: Where the item is in its workflow (e.g., Submitted)

  • Due Date: When a response or action may be expected

  • Category: Whether the row is a Query or DCR

  • ID: The unique identifier for the item. We may refer to this as your “DCR number”

  • Issue: A short description of the requested change

  • Level: The data level the item applies to (e.g., Visit)

  • Data Type: The type of data involved, when applicable

  • Site: The site ID or number

  • Subject: The participant ID or number

  • Visit: The visit or session the item relates to

  • Generated: How the item was created (e.g., Manual)

Press a column header to sort the table. Sort one column at a time—sorting a second column clears the first.

Filter and Search Items

Use the search bar above the table to narrow the list.

  1. Open the drop-down next to the search field and choose a search type (e.g., Search all, Status, Site, or Subject).

  2. Enter your search terms in the Search all box.

  3. Press Apply.

Some search types use predefined lists (e.g., Status). Others accept free text (e.g., Subject or ID).

To apply multiple filters, repeat the search. For example, filter by Site, then by Subject. Clear an individual filter with x, or press Clear all to remove every filter.

Open an Item from the Table

When you need to review or respond to a query or DCR:

  1. Press the three dots (...) in the Actions column and select View.

  2. Alternatively, double-click the row to open the item details.

The detail view shows the full context for the item and the actions available to you. Available actions depend on the item type, status, and your permissions.

Read more about editing study data here

Why can't I take action on an item?

Some items are visible for monitoring but require a different role to respond or approve. If you can open an item but cannot complete an action, contact your study's operations team or check whether a colleague with the appropriate permissions needs to respond.

Move through pages in the table

Below the table, use the page controls to move through longer lists:

  • Change Rows to show 10, 25, 50, or 75 items per page.

  • Use First, Back, Next, and Last to move between pages.

  • The record count (for example, 1 - 2 of 2) shows which items you're viewing.

To return to a previous screen, select a breadcrumb such as your study name, or press Home to go to Clario's Global Dashboard.

Frequently Asked Questions

How do I navigate to the Queries & DCRs dashboard?

From your Study Dashboard:

  1. Press Queries (or Queries & DCRs, depending on your study layout).

From Clario's Global Dashboard:

  1. Press Select Study or Organization.

  2. Choose your study from the drop-down list, or press Show more… to search for it.

  3. Press Queries (or Queries & DCRs).

How do I find only DCRs or only queries?

Use the search drop-down and select Category. Choose DCR or Query, then press Apply. You can combine this filter with others (for example, Site or Status) to narrow the list further.

Why is my table empty?

You may have active filters applied—press Clear all to reset them. If the table is still empty, your role may not have items assigned yet, or there may be no open queries or DCRs for your study at this time.