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In this video tutorial I'll be showing you how to transfer the role of
Principal Investigator from yourself to another researcher
while keeping yourself assigned to the study as a project team member.
If you are completing a Human Ethics application on behalf of a Principal
Investigator,
at some point
you will need to transfer the P.I. role from yourself to the actual P.I.
This is a necessary step
as the P.I. is the only team member who is able to submit the
application.
In this example
I'll be using an HSREB application.
However, the process is exactly the same for researchers completing a GREB
application.
As you can see,
when you apply for Human Ethics, the role of Principal Investigator on the Project
Team Info tab
is automatically filled out with your information.
To transfer the P.I. role from yourself
to another researcher, simply click on the Change P.I. button to open the
Investigator List.
Here there are a couple of different search options available to help you
identify the person you are looking for.
You can simply enter the last name of the P.I.
and hit search,
or you can use one of the search filters available at the bottom of the screen.
If you are unable to identify the person you are looking for,
after trying a variety of search options,
save and close the application,
and send an email to TRAQ
traq@queensu.ca
to request that the person be added to the Investigator List.
Your email should contain the person's full name, title,
business address,
phone number and email address.
You'll receive a confirmation email as soon as your request has been completed
and you will then be able to transfer the P.I. role.
Once you have identified the P.I.,
click on Select beside their name.
This will bring you back to the Project Team Info screen.
You will notice that the P.I. information has changed
and the data fields now contain the information of the person you assigned
to that role.
Another notable difference is the loss of the Submit button
which was previously visible at the top of the screen,
next to the Export to PDF button.
Remember to hit the Save button often
as ROMEO does not have an automatic save feature.
However,
do NOT
close the application
until you've had a chance to assign yourself to the study
as a team member.
Failing to do so will result in you losing access to the application.
From the Project Team Info tab,
scroll to the bottom of the screen
until you reach the Other Project Member Info section.
Click on Add New.
Once the Project Team Member screen appears, click on the Add/Edit button
to open the Investigator List.
From there,
you can search for your name using any of the search options available to you.
Click Select,
then Save
to complete the task.
You have now been added to the study
as a project team member.
You can add as many team members as required by following the same process.
By default,
all new team members will be assigned as Co-investigators to the study unless
otherwise specified.
You can modify the role at the onset,
or modified it after the fact by clicking on Edit.
This will bring you back to the Project Team Member screen,
where you can select the role from the Role in Project drop-down menu.
Click on Save to complete the process.
At this point,
if you click on Save,
then Close
to return to the researcher's dashboard,
you will notice
that the application has moved on your dashboard from Role: Principal
Investigator
to Role: Project Team Member.
And that is how you transfer the P.I. role from yourself
to another researcher!