Managing Research Organization & Site Responsibilities

Learn how to define a default list of responsibilities for studies at your site.


Note Only SiteVault users with the Site Administrator system role can complete the tasks on this page.

The information on this page is for creating and managing Responsibility records for your research organization or site. These responsibilities define the default list for new studies. Once study responsibilities have been created, you can modify responsibilities for that study without affecting the research organization and site defaults. To learn more about managing study responsibilities and staff delegations, see the Managing Study Responsibilities and Staff Delegations page.

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

Viewing Responsibility Records

To view the list of responsibilities for your site or research organization, navigate to the Profiles > Responsibilities tab. With a site selected in the vault selector, SiteVault displays the responsibilities that are specific to that site as well as any that are shared across your research organization. For Research Organization Administrator users, you can select your research organization in the vault selector to view all site-specific and organization-wide responsibilities across your research organization.

Managing Responsibility Records

Creating Research Organization-Level Responsibility Records

Complete the steps below to create additional responsibilities for your research organization.

  1. From the Profiles > Responsibilities tab, select Create.
  2. Enter a name and select a category for the responsibility.
  3. Select Save.

The following considerations apply to creating research organization-level responsibilities:

  • For Research Organization Administrator users, the responsibility is automatically created at the level of your research organization when you have your research organization selected in the vault selector.
  • You can update the sharing level of a site-level Responsibility record to research organization-wide, but you’re unable to change a research organization-wide record to site-specific.

Creating Site-Level Responsibility Records

Complete the following steps to create additional responsibilities for your site:

  1. If applicable, ensure that the appropriate site is selected in the vault selector.
  2. From the Profiles > Responsibilities tab, select Create.
  3. Enter a name and select a category for the responsibility.
  4. Select the Only my current Site ([Site Display Name]) sharing option. If you want the record to be available only for a specific study, search for and select the study in the Applicable Study field.
  5. Select Save.

Editing or Deleting Responsibility Records

You can edit and delete Responsibility records if needed. For example, you can update the name of a responsibility to best suit your site’s needs, or you can update the sharing level of a site-specific responsibility to research organization-wide.

To edit a Responsibility record, navigate to and open the record from the Profiles > Responsibilities tab, and select Edit. If you want to delete a record, select Delete from the All Actions menu. Note that the twenty-four standard SiteVault Responsibility records and custom records that are associated with a Study Responsibility record can’t be deleted.


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