Who can complete this task?
- Administrators
The Delegations Workspace provides a view of the study team and responsibilities. Previously assigned Person Responsibilities are automatically populated. As you assign responsibilities, you can also adjust Person Responsibilities if needed.
- Access Study > Team.
- Select Manage Delegations to access the Delegations Workspace.
- Select Delegations.
- Optionally, select Edit Study Team to update the listed staff. You can choose to display all members of the study team or only those with delegations.
- Select Edit Delegations.
- Select a Start Date for the delegations. Individual delegations can be edited after assignment.
- Optionally, select an End Date for the delegations.
- Create delegations by selecting the intersections of team members and responsibilities.
- Select Save.
When needed, you can edit individual delegations’ start and end dates. Keep this in mind for delegations that were included at the beginning of a study, but then later deemed unnecessary, or when staff is removed from a study team (assignment is inactive) or leaves the site.
