Responding to a Workflow Query

The recipient of a query will receive an email as shown in the steps for sending a workflow query. The easiest way to respond to the query is to simply reply to the email. Other options are discussed below:

Responding to a query can happen from multiple locations in the system:

  • Email
    • Replying to the query email will add a response to the query in the system.
  • The Documents Module
    • Query by Sender view
    • Query by Recipient view
    • Any other view where the document can be chosen and the metadata panel can be accessed
  • The Queries Module
  • The My Queries Dashlet

These instructions will direct the user based on the assumption that the query is being tracked and worked from the Queries module of the study room but the steps below are appropriate to any of the areas mentioned above.

To respond to a query from inside the system:

  1. Navigate to the Queries Module via the Navigation Grid at the top-left corner of the screen.
    • This will open a view that defaults to ‘My Queries’ which are queries in which you are listed as either the sender or the recipient.
  2. Choose the ‘By Recipient’ view from the dropdown menu at the top-left.
    • Users who have access to view queries for multiple users will need to expand their own list by clicking on the arrow next to their username.

  3. Select your Pending queries.
    • This will cause the documents grid to populate.
  4. Select the document whose query you wish to review and respond to.
    1. The metadata panel will populate with the query information.
    2. For other areas of the system, choosing the document will also cause the metadata panel to load but the user may be required to select the Queries tab of the metadata panel to continue.
  5. Read the query email, review the document.
    • There is a link to the document at the top of the metadata panel. See the screenshot below.

  6. When you are ready to respond to the query, press the ‘Respond to Query’ button.
    • This will cause a response area to appear.
  7. Type in your response and, if necessary, attach any required documents.
  8. Press ‘Save’