Studies

Manage the teams, vendors, and participants for your studies

Change the PI on a Study

Who can complete this task?
  • 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.

Use this action when a study’s Principal Investigator (PI) is changing to a new PI.

Change the PI assigned to a Study

Complete the following steps to change the PI on a study:

  1. Navigate to the Studies tab.
  2. Select the study.
  3. Select View Study Details.
  4. Select Change PI from the Actions menu (…).
  5. Enter a response as to whether the PI is staying on the study.
  6. Select the incoming PI.
  7. Select Continue. A banner will advise that the change is processing.
  8. Digital Delegation Studies’ Additional Actions:
    • The new PI assignment is active and the new PI must approve all existing and new staff delegations
    • If the outgoing PI is not staying on the study, their assignment status is updated to Make Inactive.
    • If the outgoing PI remains on the study:
    • They are assigned as Sub-Investigator.
    • Their Assignment Status is Proposed Changes - Acceptance Needed.
    • They are available to receive delegations.
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