Digital Delegation

Navigate to Administration > Responsibilities to view or edit your site’s master list of responsibilities. SiteVault provides 24 standard responsibilities and you can create custom responsibilities to meet your site or research organization needs.

When you enable Digital Delegation on a study, the master list of responsibilities becomes your study-specific list of responsibilities to delegate (Study Responsibilities). You can modify Study Responsibilities without affecting the research organization and site defaults on the master list.

Select here to watch a video tutorial.

Add Responsibilities to the Master List

Create custom responsibilities that can be available organization-wide, site-specific, or limited to a single study.

1. Access Administration > Responsibilities.
2. Select Create.
3. Enter a name that clearly describes the responsibility.
4. Assign a category for the responsibility.
5. Assign a sharing level of either your site only or your research organization.
6. Select Save.

Note: Research Organization Administrators, the responsibility is automatically created at the research organization level when your research organization is selected in the vault selector.

Edit Responsibility Records

You can edit and delete Responsibility records if needed. For example, you can update the name of a responsibility to best suit your site’s needs, or you can update the sharing level of a site-specific responsibility to research organization-wide.

1. Access Administration > Responsibilities.
2. Select the responsibility to update.
3. Select Edit.
4. Make the needed updates.
5. Select Save.

Note: You can update the sharing level of a site-level Responsibility record to research organization-wide, but you’re unable to change a research organization-wide record to site-specific.

Delete Responsibility Records

You can delete custom Responsibility records that are not associated with a study-level responsibility.

1. Access Administration > Responsibilities.
2. Select the responsibility to update.
3. Select the All Actions menu (…).
4. Select Delete.
5. Select Continue.