Who can complete this task?
- Site Administrators
Note On Digital Delegation-enabled studies, when you update the assigned 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.
Change the Current PI Assignment to Inactive
- Navigate to the Studies tab.
- Select the study.
- From the Team tab, select the assignment for the current PI.
- If available, complete the End Date-Time field. If not completed, the field is automatically populated with the date the staff study assignment becomes Inactive in SiteVault.
- From the Workflow Actions menu, change the state of the Assignment to Inactive.
Update the New PI Assignment
- Return to the Team tab.
- If the new PI:
- Has an existing Team Assignment for the study:
- Open the existing assignment.
- Select Edit from the All Actions menu.
- Change the Study Role field to Principal Investigator.
- Select Save to complete the process.
- If the state is:
- Inactive: Continue to step 9.
- Active: No additional steps are required.
- Does not have have an existing Study Team Assignment for the study: Continue to the next step.
- Has an existing Team Assignment for the study:
- Select the +Assign button.
- Complete the Study Role field.
- Complete the User field.
- 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.
- 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.
- Select Save to complete the process.
- From the Workflow Actions menu, change the state of the Study Team Assignment to Active.
SiteVault
