Digital Delegation

Learn how to digitize your Delegation of Authority log

Add Responsibilities to Staff for All Studies

Who can complete this task?
  • Administrators

Person Responsibilities

If your site has staff who have certain responsibilities on every study, you can assign those responsibilities to their site user record to automatically delegate at the study level on every study. When needed, you can edit these responsibilities at the study level without impact to the master list.

Assign Person Responsibilities before enabling Digital Delegation on a study to simplify your delegation process at the study level. Person Responsibilities are assigned at the study level once the following are both true: Digital Delegation is enabled on the study AND the individual is added to the study team. If Person Responsibilities (Administration > Staff > Assigned Responsibilities) are changed after this point in time, the changes must also be applied at the study level.

Person Responsibilities - Create

Assign Person Responsibilities

  1. Access Administration > Staff.
  2. Select the Staff record to update.
  3. Select Assigned Responsibilities.
  4. Select + Add Person Responsibility.
  5. Select the responsibilities to assign.
  6. Select Save.
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