Digital Delegation

Learn how to digitize your Delegation of Authority log

Edit Individual Delegation Start and End Dates

While delegations are assigned at the same time in the Delegations Workspace, you can still edit individual delegations. This accommodates delegations that may not start and end at the same time as others. Or delegations that were included at the beginning of a study, but then later deemed unnecessary.

The delegation End Date can also be used when staff is removed from a study team (assignment is inactive) or leaves the site. Updating the end date ensures that the Delegation Log retains a more complete audit trail for the transfer of responsibility.

Delegation Timeframes

Edit Delegation Start and End Dates

  1. Navigate to Studies > Team.
  2. Select staff with delegation to update.
  3. Select Study Staff Delegations.
  4. Select the Name of the delegation to update.
  5. Select Edit from the All Actions menu.
  6. Update the Start Date-Time and End Date-Time fields as needed.
  7. Optionally, add a note.
  8. Select Save.
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