Studies

Review Roles and Permissions to understand all factors of SiteVault user access.

Select here for an interactive demo.

1. Access the study from the Studies tab.
2. From the Team tab, select + Add Staff.
3. Select staff to assign or select a study from the Copy from Another Study field to use assignments from an existing study. Hover over staff names to reveal middle names (when available).
4. Select or update the assignment role(s).
   • Note: When a Study Team Assignment with the role of Principal Investigator is changed to Active, the Principal Investigator (PI) field on the study is automatically updated to that PI.
5. Indicate if the user should have access to Restricted documents.
6. In the Monitoring Issue Recipient field, indicate if the user should receive monitoring issues.
7. Select Next.
8. If available, complete the Start Date-Time field. If not completed, the field is automatically populated with the date the staff study assignment became Active in SiteVault.
9. If applicable, complete the End Date-Time field. If not completed, the field is automatically populated with the date the staff study assignment became Inactive in SiteVault.
10. Select Save to complete the process.
11. If appropriate, change the assignment(s) to Active.

You can also create Study Team Assignments from Administrative > Staff.