Sending Delegations for Acceptance & Approval

Learn how to send proposed delegations to study team members for acceptance and accepted delegations to the PI for approval.

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

See the Digital Delegation Video Series for short how-to videos on using the Digital Delegation feature.

Sending Proposed Study Delegations to Site Staff for Acceptance

When you’re finished managing a study team member’s delegations, complete the following steps to send the proposed delegations for acceptance:

  1. Navigate to and open the Study Assignment page for the study team member.
  2. Select Send Delegations for Acceptance and start the action. SiteVault sends the user a task to review and accept their delegations.

Sending Accepted Study Delegations for PI Approval

When a study team member accepts their delegations, SiteVault creates a PI Approval record that you can send to the PI for approval. The PI Approval record contains all of the currently accepted but unapproved delegations. As more study team members accept their delegations, SiteVault adds the newly accepted delegations to the PI Approval.

PI Approval cannot be sent if any Study Assignment acceptance workflows are in progress. The workflow owner can cancel the outstanding workflow and re-send once the study team member is available. See steps below for Study Team Member is Unavailable to Complete their Acceptance.

Complete the following steps to send the delegations for PI approval:

  1. Ensure that the PI is added to the study as a study team member with the role of Principal Investigator in the Active state.
  2. Navigate to the study and expand the Delegations Ready for PI Approval section, then select the link for the PI Approval record to open the PI Approval page.
  3. If needed, expand the Study Staff Delegations section to review the delegations.
  4. Select Send Delegations for PI Approval on the page and start the action. SiteVault sends the PI a task to review and approve the study assignments and delegations.

Study Team Member is Unavailable to Complete their Acceptance

Occasionally, you may need to initiate PI approval even though you are still waiting on a study team member to accept their delegations. If you choose not to wait for the study team member to complete their acceptance:

  1. Cancel their acceptance workflow on Home > Active workflows
  2. Re-send their responsibilities for acceptance once the study team member becomes available to complete their acceptance.
  3. Re-send their delegations for PI Approval once they have accepted.

Correcting Errors before PI Approval

If you notice an error prior to PI Approval, there are steps you can take to resolve it:

  1. Access Home > Active Workflows to cancel PI Approval workflow if the workflow has already been started.
  2. To edit a study team member’s delegation, select Go Back to Proposed from the study team member’s actions menu.
  3. Edit the delegations as needed.
  4. Re-send to the study team member for acceptance.

Managing Study Responsibilities & Staff Delegations
Accepting or Approving Delegations
Knowledge Base
System Information
Site Tools