Digital Delegation

The Delegations Editor 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.

All Editor Actions

Assign Responsibilities

1. Access Study > Team.
2. Select Manage Delegations to access the Delegations Editor.
3. Select Delegations.
4. Optionally, select Edit Study Team to previously hidden study team members. You can choose to display all members of the study team or only those with delegations.
5. Select Edit Delegations.
6. Adjust Start Dates as needed. Use the fast fill tool at the top of the column to assign the same date to all fields in the column (including populated fields). Individual delegation dates can be edited after assignment.
7. Optionally, select an End Date.
8. Create delegations by selecting the intersecting cells of team members and responsibilities.
9. 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.