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ARGUS
Query Process Overview
12-24-2016Katalyst Healthcares & Life Sciences
1
Query Overview
Queries are captured on the ‘Activities’ tab as individual ‘Action
Items’
Queries can be entered / revised during any step of case
processing
 E.g. Data Entry, QC, Medical Review
The individual query is to be entered as an individual action item
 Do NOT enter multiple queries in one action item
By following the steps in the following slides, useful metrics will be
able to be produced from Argus in regard to open queries
12-24-2016Katalyst Healthcares & Life Sciences
Entering a Query Action Item
 Code: Select ‘Query Response Pending’
 Query Description: Enter the individual query (e.g. Please provide
outcome.)
** ‘Query response pending’ automatically populates but this should be removed
 Date Open: Will auto-populate as the current date when the code is
selected
** This date should correlate to the date the query was initially sent so if the action
item is generated on a different date than the date the query letter was sent,
the date will need to be revised.
 Date Due: Manually enter the date 2 weeks (or the query frequency in
the study specific SAE procedure) from the date open field
** This date should be 2 weeks from the date the query letter was sent to the site
 Group: Select ‘Data Entry: (DSAT, DSS, SDSS)’
** This will allow the team to easily identify action items for which they are
responsible
Query Action Item
 Add additional action items as required
 ‘Query response pending’ action items that have not been marked
as completed will be reviewed by the MD during the Medical
Review step
 The MD can revise, add, or delete queries
 Once the case is approved, the query letter can be generated
12-24-2016Katalyst Healthcares & Life Sciences
Generate Query Letter
 On the activities tab, add a query letter under the contact log
 Click the ‘New Letter’ button
 Select the appropriate query letter template
 A template has been added for each region with the general
contact information in the header
 File download box appears. Select ‘Save’
 Save to your desktop or local drive and then open
 Edit query letter as required
 All action items with a code of ‘Query Response Pending’ and a
blank ‘Completed’ date will populate in the letter
 ‘Save Letter’ dialogue box: Click ‘Yes’ and attach the query letter
12-24-2016Katalyst Healthcares & Life Sciences
Generate Query Letter cont…
Once the query letter is attached, the ‘date’ will auto-populate
Code: Select ‘Query’
Description: Auto-populated as ‘Query letter - send to investigator /
reporter’
Group: Select ‘Data Entry: (DSAT, DSS, SDSS)’
Date Sent: Enter the date the query letter was sent to the site
Query letter is viewed by clicking on the envelope beside the date
sent field
Once the query letter is generated, an action item with a code of
‘Query Letter’ is automatically generated
 Due date is auto-populated as 2 weeks from the date of query letter
generation
 Select the group ‘Data Entry: (DSAT, DSS, SDSS)’
12-24-2016Katalyst Healthcares & Life Sciences
Screen Shots
 Contact Log query letter
 Action Item ‘Query Letter’
12-24-2016Katalyst Healthcares & Life Sciences
Follow-Up Information Received
Mark the previous ‘Query Letter’ action item as completed by
entering the follow-up received date in the ‘Completed’ date field
For individual queries that have been answered, mark the ‘Query
response pending’ action item as completed by entering the follow-
up received date in the ‘Completed’ date field
If an individual ‘query response pending’ action item has not been
answered with the follow-up information, leave the ‘Completed’
date field blank
 This will allow for metrics to be run in regard to how long each query was
open prior to a response being received by the site
Enter new queries as required and follow previously described
process
12-24-2016Katalyst Healthcares & Life Sciences
‘Query Letter’ due date has expired
 If the ‘Query letter’ action item due date has expired:
 Close the action item by entering a ‘complete’ date
 At all times, there should be only one ‘query letter’ action item open
 Generate a new query letter under contact log
 The new query letter will contain all ‘query response pending’
action items that do not have a ‘complete date’ entered
 A new ‘query letter’ action item will be auto-populated with the
new due date
 Send the query letter to the site (MM review is not required since
no new queries were entered but instead the same queries are
being re-issued)
12-24-2016Katalyst Healthcares & Life Sciences
Tips and Tricks
 The ‘Code’ in action items must say ‘Query response
pending’ for the queries (which are open) to appear on the
Query Letter
 You must save the case for the queries to appear on the
letter
 Be sure to assign Group so that action items can be easily
monitored
12-24-2016Katalyst Healthcares & Life Sciences

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Query Process Overview in Argus

  • 1. ARGUS Query Process Overview 12-24-2016Katalyst Healthcares & Life Sciences 1
  • 2. Query Overview Queries are captured on the ‘Activities’ tab as individual ‘Action Items’ Queries can be entered / revised during any step of case processing  E.g. Data Entry, QC, Medical Review The individual query is to be entered as an individual action item  Do NOT enter multiple queries in one action item By following the steps in the following slides, useful metrics will be able to be produced from Argus in regard to open queries 12-24-2016Katalyst Healthcares & Life Sciences
  • 3. Entering a Query Action Item  Code: Select ‘Query Response Pending’  Query Description: Enter the individual query (e.g. Please provide outcome.) ** ‘Query response pending’ automatically populates but this should be removed  Date Open: Will auto-populate as the current date when the code is selected ** This date should correlate to the date the query was initially sent so if the action item is generated on a different date than the date the query letter was sent, the date will need to be revised.  Date Due: Manually enter the date 2 weeks (or the query frequency in the study specific SAE procedure) from the date open field ** This date should be 2 weeks from the date the query letter was sent to the site  Group: Select ‘Data Entry: (DSAT, DSS, SDSS)’ ** This will allow the team to easily identify action items for which they are responsible
  • 4. Query Action Item  Add additional action items as required  ‘Query response pending’ action items that have not been marked as completed will be reviewed by the MD during the Medical Review step  The MD can revise, add, or delete queries  Once the case is approved, the query letter can be generated 12-24-2016Katalyst Healthcares & Life Sciences
  • 5. Generate Query Letter  On the activities tab, add a query letter under the contact log  Click the ‘New Letter’ button  Select the appropriate query letter template  A template has been added for each region with the general contact information in the header  File download box appears. Select ‘Save’  Save to your desktop or local drive and then open  Edit query letter as required  All action items with a code of ‘Query Response Pending’ and a blank ‘Completed’ date will populate in the letter  ‘Save Letter’ dialogue box: Click ‘Yes’ and attach the query letter 12-24-2016Katalyst Healthcares & Life Sciences
  • 6. Generate Query Letter cont… Once the query letter is attached, the ‘date’ will auto-populate Code: Select ‘Query’ Description: Auto-populated as ‘Query letter - send to investigator / reporter’ Group: Select ‘Data Entry: (DSAT, DSS, SDSS)’ Date Sent: Enter the date the query letter was sent to the site Query letter is viewed by clicking on the envelope beside the date sent field Once the query letter is generated, an action item with a code of ‘Query Letter’ is automatically generated  Due date is auto-populated as 2 weeks from the date of query letter generation  Select the group ‘Data Entry: (DSAT, DSS, SDSS)’ 12-24-2016Katalyst Healthcares & Life Sciences
  • 7. Screen Shots  Contact Log query letter  Action Item ‘Query Letter’ 12-24-2016Katalyst Healthcares & Life Sciences
  • 8. Follow-Up Information Received Mark the previous ‘Query Letter’ action item as completed by entering the follow-up received date in the ‘Completed’ date field For individual queries that have been answered, mark the ‘Query response pending’ action item as completed by entering the follow- up received date in the ‘Completed’ date field If an individual ‘query response pending’ action item has not been answered with the follow-up information, leave the ‘Completed’ date field blank  This will allow for metrics to be run in regard to how long each query was open prior to a response being received by the site Enter new queries as required and follow previously described process 12-24-2016Katalyst Healthcares & Life Sciences
  • 9. ‘Query Letter’ due date has expired  If the ‘Query letter’ action item due date has expired:  Close the action item by entering a ‘complete’ date  At all times, there should be only one ‘query letter’ action item open  Generate a new query letter under contact log  The new query letter will contain all ‘query response pending’ action items that do not have a ‘complete date’ entered  A new ‘query letter’ action item will be auto-populated with the new due date  Send the query letter to the site (MM review is not required since no new queries were entered but instead the same queries are being re-issued) 12-24-2016Katalyst Healthcares & Life Sciences
  • 10. Tips and Tricks  The ‘Code’ in action items must say ‘Query response pending’ for the queries (which are open) to appear on the Query Letter  You must save the case for the queries to appear on the letter  Be sure to assign Group so that action items can be easily monitored 12-24-2016Katalyst Healthcares & Life Sciences