Digital Delegation

Learn how to digitize your Delegation of Authority log

Update PI on Study

Who can complete this task?
  • Administrators

Note When you update the PI on the study, the status of any existing study delegations are updated to Accepted - PI Approval Needed. The delegations will become active again when the new PI approves.

Complete the following steps if you need to update the PI in your DoA document:

  1. Navigate to Studies.
  2. Select a study.
  3. Select the Team tab.
  4. Update the status of the current PI’s record to Inactive.
  5. Create a new Team Assignment record for the new PI, and update the status of the record to Active.
  6. Complete the steps on the Send PI Accepted Study Delegations to Approve page.
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