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.

Creating Study Responsibility Records

1. Navigate to and open the study, expand the Study Responsibilities section, then select Create.
2. Complete one of the following steps depending on whether you want to add an existing Responsibility record or create a new one:
   • If you want 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.
   • If you want 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

1. Open the study responsibility that you want to manage. The record can be accessed from the Study Responsibilities section of the study.
2. If you want to edit the responsibility, select Edit. Note that you can only edit the Notes field of the record.
3. If you want to delete the record, select Delete. This deletes the responsibility from the study but not the research organization- or site-level responsibility it’s based on.
4. If you want to deactivate the record, select Change State to Inactive.