Complete the following steps if you need to update the name of a site staff member in your DoA document:

1. From the Administration > Staff tab, open the Staff record for the site staff member and edit the name as needed.
2. Navigate to the study and open the Study Assignment page for the site staff member.
3. Select Name Change Annotation from the Workflow and State Change menu, enter a note, then start the action.
4. Complete the steps on the Send PI Accepted Study Delegations to Approve page.

After the PI approves, the DoA is updated with the note about the name change.