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Data Resolution Workflow

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Data Resolution Workflow

Owned by Mary Irion
Last updated: Dec 19, 2024 by Alyssa Hill
3 min read

Initial Considerations

The DRW provides formal process for managing and documenting resolution of issues within a REDCap data. It offers a mechanism of communication between users on the project and provides a granular audit trail.

This data resolution workflow, often called 'data queries' in clinical trials and studies, can be utilized either on a data entry form (clicking the balloon icon next to the field) or on the Data Quality page when finding data discrepancies. The Data Quality module will then display a new 'Resolve Issues' tab, which will allow users to view all resolved and unresolved data queries and thus resolve any queries that are still open. Different user privileges may be given to users that control whether or not users can view, open/close, or respond to data queries.

Best practices suggest that all validated project enable and use this function to track, manage and resolve data issues in your project.

How to enable the Data Resolution workflow:

  1. Navigate to your ‘Project Setup’ page

  2. Click ‘Additional customizations’

  3. Scroll down to find “Enable the Field Comment Log or Data Resolution Workflow (Data Queries)?'

  4. Switch the enable drop down to “Data Resolution Workflow” selection

  5. Save and View the Video on using this feature

  6. Follow the provided steps

    1. Setup of user privileges is REQUIRED to use this feature

How to open/close a query:

  1. Open a query in the desired record by clicking the ballon icon

  2. Open and submit query with desired comment

  3. Respond back and forth as needed

    1. Respond within the record itself, or in the Resolve Issues page

  4. Close when resolved

    Viewing resolution metrics

    • It can sometimes be useful to view metrics with regard to your data queries, such as a count of how many queries are open or closed, the average time that users respond to an open query, or the average time to query resolution. The 'Resolution Metrics' page provides useful statistics and some helpful bar charts for viewing progress and activity.

       

      If your project utilizes Data Access Groups, it provides even more useful charts to compare the progress of the different groups and to stratify their activity. Resolution Metrics shows helpful stats with DAGs.

      • Displays graphs and charts for rules, users, days