- Administrators
When you enable Digital Delegation on a study, Study > Responsibilities is pre-populated with the master list of responsibilities defined for your research organization and site at Administration > Responsibilities.
Once the initial list of Study Responsibilities has been created, you can adjust them as needed for the study. For example, you can add 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 master list of responsibilities after enabling Digital Delegation on a study, the Study Responsibilities aren’t updated automatically. Use + Add Responsibility to add the new responsibilities to the study.
Creating Study Responsibility Records
- Select Studies.
- Select the study.
- Select Responsibilities.
- Select + Add Responsibility.
- Select one of the following:
- Select an existing responsibility from the master list (use search tools to locate)
- Select + Create Responsibility to create a new study responsibility
- Select Save.
Editing, Deactivating, or Deleting Study Responsibility Records
- Navigate to Studies.
- Select a study.
- Select Responsibilities.
- Select a responsibility.
- Select one of the following:
- All Actions > Edit to edit the Notes field of the record.
- All Actions > Delete to delete. This does not delete the responsibility from the master list.
- Workflow Actions > Change State to Inactive to deactivate (to include again, must re-add to study)
