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 for Send PI Delegations to Approve.
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