- Site Administrators
Overview
When you enable the Digital Delegation feature for a study, the Study Responsibilities section is pre-populated with the default list of responsibilities defined for your research organization and site.
Once the initial list of Study Responsibilities has been created, you can adjust them as needed for the study. For example, you can delete or deactivate a responsibility if it’s not relevant to the study, or you can create new responsibilities for the study. Any adjustments you make to the study responsibilities do not impact other studies.
Note If you update the list of research organization- or site-level responsibilities after enabling Digital Delegation for study, the study responsibilities aren’t updated automatically. You can complete the steps in the section below to add the responsibility to the study.
Creating Study Responsibility Records
- Navigate to Studies.
- Select a study.
- Select Responsibilities.
- Select + Add Responsibility.
- Complete one of the following steps:
- To add an existing research organization- or site-level responsibility to the study, search for and select the record in the Responsibility field. Tip: Select More Search Options (the binoculars button) in the field to open a dialog that enables you to search and filter the available records.
- To create a new responsibility, select into the Responsibility field and select + Create Responsibility. The Create Responsibility option is at the bottom of the list of responsibilities.
Editing, Deactivating, or Deleting Study Responsibility Records
- Navigate to Studies.
- Select a study.
- Select Responsibilities.
- Select a responsibility.
- To edit the record, select Edit from the All Actions menu. You can only edit the Notes field of the record.
- To delete the record, select Delete. This deletes the responsibility from the study but not the research organization- or site-level responsibility.
- To deactivate the record, select Change State to Inactive from the Workflow Actions menu.
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