Digital Delegation

To meet varying study needs, SiteVault offers two options for finalizing the delegation log:

• PI Approval Only: A task is created for the PI to review and eSign the document. When the eSignature is applied, the document status updates to Current.
• Staff Acceptance and PI Approval: Acceptance tasks are created and sent to the study team assigned delegations. Once all staff acceptances are received, SiteVault automatically tasks the PI for their approval and eSignature. When the eSignature is applied, the document status updates to Current.

Send Delegations for PI Approval

To send a task to the Principal Investigator to accept or reject the delegation log, complete the steps below:

1. Access the document.
2. Select the Workflow Menu (chevron).
3. Select Send for PI Approval.
4. Select the Document Date.
5. Select the PI Approval Due Date.
6. Select Start.

Send Delegations for Staff Acceptance and PI Approval

To send a task to study staff to review and accept their delegations, complete the steps below:

1. Access the document.
2. Select the Workflow Menu (chevron).
3. Select Send for Acceptance & PI Approval.
4. Select the Document Date.
5. Select the Delegation Reviewers.
6. Select the Delegation Review Due Date.
7. Select the PI Approval Due Date.
8. Select Start.

When all staff have completed acceptance, the document will be automatically routed to the PI for approval.

Note: If any staff member chooses to reject (for example, if they see a mistake), a manual intervention is necessary to initiate the PI approval. This is to ensure that any delegations affected by the rejection can be managed or corrected prior to initiating the PI approval.