Digital Delegation

Before enabling the Digital Delegation on a study:

1. Review the master list of responsibilities. Update if needed.
2. Assign person responsibilities to site staff who own certain responsibilities every study.
3. Ensure that all assigned study staff have active user accounts.

Enable Digital Delegation on a Study

1. Navigate to Studies.
2. Select the study.
3. Select View Details
4. Set the Digital Delegation Log field to Enabled.

Select here for an interactive demo.

Once enabled, the following actions occur on the study:

• The Manage Delegations button is displayed. Select to access your Delegations Workspace.
• The study’s Responsibilities tab is displayed. The master list of responsibilities are automatically added for you to review and edit. You can also create new responsibilities from the Study > Responsibilities tab.
• If new responsibilities are added to the master list after Digital Delegation has been enabled, you can still add them to your Study Responsibilities.

Impact of Disabling Digital Delegation

If Digital Delegation is disabled, the following actions occur on the study:

• The Digital Delegation tools are removed.
• Any existing staff delegations are deleted.
• Any outstanding delegation workflows are cancelled.
• Study staff assignments are set to the Proposed state (except PI).