Accepting or Approving Delegations

Learn how to accept your delegated responsibilities as a site staff member, or review and approve the delegated responsibilities as the principal investigator (PI) on a study.


See the Digital Delegation page to watch short how-to videos on using the Digital Delegation feature.

Accepting Study Assignment and Delegations

Complete the following steps to accept your study assignment and delegations:

  1. Navigate to the All Tasks view in the Home tab, and select the link on the Accept Study Assignment and Delegations task to open the task.
  2. Expand the Study Staff Delegations section to review any new or updated delegations.
  3. Select Complete, then select Accept and confirm the action.

Note that you cannot accept or reject single delegations, and your decision applies to all of the delegations that are listed. If needed, you can reject the delegations and enter a reason for rejection. The user who sent the proposed delegations to you will receive a notification with your comment.

Approving Staff Assignments and Delegations

Note This section applies only to the PI on the study.

Complete the following steps to approve staff assignment and delegations:

  1. Navigate to the All Tasks view in the Home tab, and select the link on the Approve Staff Assignment and Delegations task to open the task.
  2. Expand the Study Staff Delegations section to review any new or updated delegations. SiteVault only displays the new or updated delegations that are ready for approval.
  3. Select Complete, then select Approve and confirm the action.

Note that you cannot approve or reject single delegations, and your decision applies to all of the delegations that are listed. If needed, you can reject the staff assignment and delegations and enter a reason for rejection. The user who sent the proposed delegations to you will receive a notification with your comment.


Sending Delegations for Acceptance & Approval
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