Overview

When a study team member accepts their delegations, SiteVault creates a PI Approval record that you can send to the PI for approval. The PI Approval record contains all of the currently accepted but unapproved delegations. As more study team members accept their delegations, SiteVault adds the newly accepted delegations to the PI Approval.

PI Approval can be sent at any time as long as at least one study team member has accepted their delegations and there are no outstanding PI Approval workflows.

Delegations accepted while a PI Approval workflow is in progress will not be added to the outstanding workflow. You can add the accepted delegations to another PI Approval record once the current workflow is complete or cancel the current workflow and update it to include the additional acceptances.

Send Delegations for Approval

1. Ensure that the PI is added to the study as a team member with the role of Principal Investigator in the Active state.
2. Navigate to the study and select the PI Approval tab.
3. Select Send for Approval. SiteVault sends the PI a task to review and approve the study assignments and delegations.