Digital Delegation

At any time, you can generate the Delegation of Authority (DoA) document. You can return to the Delegations Workspace to adjust delegations as many times as needed, then generate the log again. The delegations will only be sent for acceptance or approval when you initiate the action. The document will automatically update to the Current state when the PI approves the document and applies their eSignature.

Generate the Delegation Log

1. Access Studies.
2. Select a study.
3. Select Manage Delegations.
4. Select Generate Delegation Log. You will be redirected to the document as it’s generated. If your browser blocks popups, navigate to the document.
5. Review the document. The Table of Contents is linked for easy navigation.
6. Optionally, return to the Delegations Workspace to review and adjust. You can generate the document as many times as required.
7. When ready, you can use the document’s Workflow Menu to select one of the following:
   • Send for a Review
   • Send for PI Approval
   • Send for (Staff) Acceptance and PI approval

Select here for an interactive demo.