Delegation Log
Record who at the site is delegated which study-specific tasks, manage PI designations, and generate the Delegation Log PDF
URL
/delegation-log— Delegation Log for the selected organization study site
Purpose
This page is the site’s person-centric Delegation Log: who is delegated which study-specific tasks and when. It follows a classic Delegation of Authority layout—person rows for assignees, PI and Alternate PI authority designations, and a generate path for the Delegation Log PDF.
What you can do
- Review person rows (print name, study-specific tasks, start/end dates, signatures, and approvals)
- Unlock the table and add a person row when you have manage access and the log is editable
- Capture a designee Signature on your own open row
- Capture PI Approval and End Date Approval when you are a listed approver
- End duties on an open person row (set an end date)
- Open PI & Alternate PIs to assume Principal Investigator or Alternate PI, authorize a pending Alternate PI, or end a designation
- Generate the Delegation Log PDF when a Cover Page and an open Principal Investigator are in place
- Look up Study Specific Task numbers in the task legend
Permissions
Page access — Requires a signed-in user with access to Site Portal for the organization (license). Choose a site in the site switcher; without a selected site, the app redirects away from this page. Viewing the log does not require a dedicated read permission.
| Permission | Purpose |
|---|---|
Manage Site Delegation Log | Allows unlocking the table for edits, adding person rows, ending duties on a row, and ending an authority designation. |
Approve Site Delegation Log entries | Allows assuming Principal Investigator (or pending Alternate PI), authorizing a pending Alternate PI, and capturing PI Approval / End Date Approval on person rows. |
Without Manage Site Delegation Log, the edit lock and Add row controls stay hidden. Designees still sign their own rows when assigned; that Signature does not require either permission above.
Editing is also blocked when the research study is not active, the site is not active, or the study has no Delegation Log Template—shown by a banner on the page.
Generate PDF is available once the log is loaded; it does not use a separate permission. Generate stays disabled until the study has a Delegation Log Cover Page and the site has an open Principal Investigator designation.
On this page
Header
Title Delegation Log with a short description. Actions: PI & Alternate PIs, Generate PDF, the editing lock (Editing locked / Editing enabled when you can manage), and Add row after the table is unlocked.
Blocked banner
When the log cannot be edited, a destructive alert explains why (study not active, site not active, or Delegation Log Template unavailable).
Person-row table
Columns: Print Name, Study Specific Tasks (task numbers from the template), Start date, Signature, PI Approval, End date, and End Date Approval. Empty state: No delegation entries yet. Unlocking and choosing Add row opens a draft row to pick a site user, tasks, and start date.
Study Specific Tasks legend
Numbered list of delegable responsibilities from the study’s Delegation Log Template (sidebar on large screens; above the table on smaller screens). Sites cannot add, rename, remove, or reorder this catalog here.
PI & Alternate PIs
Dialog to view open and ended authority designations, assume a role for yourself with a Signature, authorize a pending Alternate PI (listed Principal Investigator), or end a designation.
Related guides
No Site Portal task guides are published yet.