UW Research

Assign PI Proxy

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The Principal Investigator (PI) can assign one or more proxies who can perform all actions normally restricted to the PI on a study, including submitting initial applications, modifications, continuing review, and review responses to HSD. PI proxies receives the same email notifications as the PI.

PI proxies must be a listed on the Local Study Team Member SmartForm page in the Zipline application. For more information, review Update Study Team.

The PI can add or remove PI proxies at any time.

How to Assign PI Proxy

Step 1: Click Assign PI Proxy in the study workspace

  • This action is only available to the PI

screenshot of the Assign PI Proxy action

Step 2: Add the PI proxy

  • Click the ellipsis

Screenshot of the ellipsis button in the Assign PI Proxy window

  • Select one or more team members to act as proxy
    • Everyone listed on the Local Study Team Members page appears as an option

screenshot of the select person window showing the PI proxy being selected

  • Select OK in the Select Person slide in and in the Assign PI Proxy popup window

screenshot of the OK button in the Assign PI Proxy window

The PI proxy is now listed in the study workspace

screenshot of the study workspace showing the added PI proxy