Digital Delegation

Easily manage responsibilities and generate your delegation logs

Send Staff Proposed Study Delegations to Accept

Who can complete this task?
  • Site 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 and open the Study Assignment page for the study team member.
  2. Select Send Delegations for Acceptance 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.

Bulk Action: Send Multiple Staff Delegations for Acceptance

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

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