Digital Delegation

Learn how to digitize your Delegation of Authority log

Send Staff Proposed Study Delegations to Accept

Who can complete this task?
  • Administrators

When you’re finished managing a study team member’s delegations, complete the following steps to send the proposed delegations for acceptance:

  1. Navigate to Studies.
  2. Select a study.
  3. Select the Team tab.
  4. Select a team member.
  5. Select Send Delegations for Acceptance from the Workflow Actions menu and start the action. SiteVault sends the user a task to review and accept their delegations.

Note Staff or delegation records that are not in the active state are omitted from the digital delegation log.

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Bulk Action: Send Multiple Staff Delegations for Acceptance

Complete the following steps to send delegations for acceptance in bulk:

  1. Navigate to Studies.
  2. Select a study.
  3. Select the Team tab.
  4. Select one or more assignments to update.
  5. From the Bulk Actions menu, select Send Delegations for Acceptance.
  6. Review your selections. Use the X in the Staff column to remove a selected Staff.
  7. Select Save.
Assignment Bulk Actions
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