Complete the following steps if you are the workflow owner and you must update a PI Approval Record that has been issued but not yet approved:

1. Cancel the PI approval workflow:
   • Access Home > Active Workflows.
   • Locate the PI Approval workflow.
   • From the workflow’s Actions menu, select Cancel Workflow.
   • Select Continue to complete the process.
2. Update the study team member’s study assignment status:
   • Access the study.
   • Access the study team member’s Team Assignment.
   • From the Workflow Actions menu, select Go Back to Proposed Changes - Acceptance Needed.
   • Select Yes to confirm your intent.
3. Edit the study team member’s delegations as needed:
   • Expand the Study Staff Delegations section.
   • Select Edit to update as needed.
   • Select Save to complete the process.
4. Resend to the study team member for acceptance:
   • From the Workflow Actions menu, select Send Delegations for Acceptance.