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 Proposed. 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.
    • They are available to receive delegations.
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