The Query Management module allows you to handle all of your queries within a central point. It has the ability to run detailed searches within the database to show all of the relevant queries. With this tool you are alerted to those that need chasing soon and can manage queries effectively.

Viewing Queries

Click on the Query Management Activity

Click on to display a list of all outstanding queries across the whole database

Opening an existing Query

Right click on a line
Click Edit Query to open the Query Summary

OR

Double click on the line to open the Query Summary

Searching Options

When you first open Query Management and click on Search, you will be presented with all the Open (outstanding) Queries.

The view can be narrowed down to show open or closed, ones from particular sites, those being dealt with by a specific person or queries regarding certain issues.

There are four sections to searching - Basic, Location, Actions and Advanced.

Basic Search

The basic search allows you to search on a specific query reference, by the dates a query was logged or search for open and/or closed Queries.

Enter the criteria and select

Location Search

The Location search allows you to search queries for a specific Organisation, Site Group, Data Selector or All.

Use Data Selector is based on the Item you are highlighting within the data selector

Include Children means all items underneath the selected object

Enter the criteria and select

Actions Search

The Action search allows you to filter on queries with a chase date within a set period, or by whom the next action is with.

Enter the criteria and select

Advanced Search

The Advance search has further filter fields that can be selected and searched – such as who the query was logged by and filter on category type.

Enter the criteria and select

Search Results

Once you have selected your search criteria and clicked , the screen will update to show the relevant queries.

Each Query shows as a line, and there are three options:

Edit Query – opens the query up in a new window allowing you to manage it
Query Summary Report – enables you to download a copy of the query including all associated attachments
Delete – deletes the query (if you have the relevant permissions)

Displaying the Queries

There is a default setting for displaying the Queries, but you can customise the screen to show the columns in the order you want. This will help you see the information that is important to you and will then allow you to print or download the data in that format.

Title Bar

The title bar displays toe amount of Queries and the potential saving value

Columns can be added/hidden as required. This will enable you to build a table showing just the columns you are interested in.

Reordering the Columns

Drag and drop Columns to show the columns in the order best suited to you.
Click on the column header and drag to reorder

Columns Options

Right click on the column header to see the options:

Sort Ascending - changes the order to ascending
Sort Descending - changes the order to descending
Configure Sort - enhances the sorting
Columns - allows you to add/hide columns
Group by ....- changes the view to group by Category, Site, Date, Value etc (the choice will vary depending on which column you have clicked on
Print - prints the table
Export to Excel - exports the table to Excel
Default View - returns you to the default view