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 [1].
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
Step 2: Add the PI proxy
- Click the ellipsis
- Select one or more team members to act as proxy
- Everyone listed on the Local Study Team Members page appears as an option
- Select OK in the Select Person slide in and in the Assign PI Proxy popup window
The PI proxy is now listed in the study workspace
