{"id":31039,"date":"2019-12-31T09:54:49","date_gmt":"2019-12-31T17:54:49","guid":{"rendered":"https:\/\/www.washington.edu\/research\/?page_id=31039"},"modified":"2024-06-25T10:24:56","modified_gmt":"2024-06-25T17:24:56","slug":"assign-pi-proxy","status":"publish","type":"page","link":"https:\/\/www.washington.edu\/research\/hsd\/training\/zipline-online-help-library\/assign-pi-proxy\/","title":{"rendered":"Assign PI Proxy"},"content":{"rendered":"<p><img decoding=\"async\" class=\"WP-PrintIcon\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/plugins\/wp-print\/images\/printer_famfamfam.gif\"  alt=\"Print\" title=\"Print\" style=\"border: 2px;\">&nbsp;<a href=\"https:\/\/www.washington.edu\/research\/hsd\/training\/zipline-online-help-library\/assign-pi-proxy\/print\/\" title=\"Print\" rel=\"nofollow\" target=\"_blank\">Print<\/a><\/p>\n<p>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.<\/p>\n<p><b>PI proxies must be a listed on the Local Study Team Member SmartForm page in the Zipline application.<\/b> For more information, review <a href=\"https:\/\/www.washington.edu\/research\/hsd\/training\/zipline-online-help-library\/update-study-team\/\">Update Study Team<\/a>.<\/p>\n<p>The PI can add or remove PI proxies at any time.<\/p>\n<h2>How to Assign PI Proxy<\/h2>\n<div class=\"accordion \" id=\"accordion\">\n<div class=\"screen-reader-text\"><\/div>\n<div class=\"card\">\n<div class=\"card-header\" id=\"accordion-header\">\n<h3 class=\"mb-0\"><button class=\"btn btn-link\" type=\"button\" data-toggle=\"collapse\" data-target=\"#collapse\" aria-expanded=\"false\" aria-controls=\"collapse\"><span class=\"btn-text\">Step 1: Click Assign PI Proxy in the study workspace<\/span><span class=\"arrow-box\"><span class=\"arrow\"><\/span><\/span><\/button><\/h3>\n<\/div>\n<div id=\"collapse\" class=\"collapse \" aria-labelledby=\"collapse\" data-parent=\"#accordion\" role=\"region\">\n<ul>\n<li>This action is only available to the PI<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31034 size-full\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Assign-PI-Proxy.png\" alt=\"screenshot of the Assign PI Proxy action\" width=\"259\" height=\"350\" srcset=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Assign-PI-Proxy.png 259w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Assign-PI-Proxy-222x300.png 222w\" sizes=\"auto, (max-width: 259px) 100vw, 259px\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"card\">\n<div class=\"card-header\" id=\"accordion-header\">\n<h3 class=\"mb-0\"><button class=\"btn btn-link\" type=\"button\" data-toggle=\"collapse\" data-target=\"#collapse\" aria-expanded=\"false\" aria-controls=\"collapse\"><span class=\"btn-text\">Step 2: Add the PI proxy<\/span><span class=\"arrow-box\"><span class=\"arrow\"><\/span><\/span><\/button><\/h3>\n<\/div>\n<div id=\"collapse\" class=\"collapse \" aria-labelledby=\"collapse\" data-parent=\"#accordion\" role=\"region\">\n<ul>\n<li>Click the ellipsis<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31035 size-full\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Ellipsis.png\" alt=\"Screenshot of the ellipsis button in the Assign PI Proxy window\" width=\"681\" height=\"252\" srcset=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Ellipsis.png 681w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Ellipsis-300x111.png 300w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Ellipsis-375x139.png 375w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/p>\n<ul>\n<li>Select one or more team members to act as proxy\n<ul>\n<li>Everyone listed on the Local Study Team Members page appears as an option<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31037 size-full\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Select-Person.png\" alt=\"screenshot of the select person window showing the PI proxy being selected\" width=\"745\" height=\"322\" srcset=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Select-Person.png 745w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Select-Person-300x130.png 300w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Select-Person-375x162.png 375w\" sizes=\"auto, 100vw\" \/><\/p>\n<ul>\n<li>Select <strong>OK <\/strong>in the Select Person slide in and in the Assign PI Proxy popup window<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31036 size-full\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK.png\" alt=\"screenshot of the OK button in the Assign PI Proxy window\" width=\"1123\" height=\"438\" srcset=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK.png 1123w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK-300x117.png 300w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK-768x300.png 768w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK-1024x399.png 1024w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK-375x146.png 375w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-OK-750x293.png 750w\" sizes=\"auto, 100vw\" \/><\/p>\n<p><strong>The PI proxy is now listed in the study workspace<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31038 size-full\" src=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Workspace.png\" alt=\"screenshot of the study workspace showing the added PI proxy\" width=\"691\" height=\"212\" srcset=\"https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Workspace.png 691w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Workspace-300x92.png 300w, https:\/\/www.washington.edu\/research\/wp-content\/uploads\/2019\/11\/Managing-Study-Access-Assign-PI-Proxy-Workspace-375x115.png 375w\" sizes=\"auto, (max-width: 691px) 100vw, 691px\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<h3><\/h3>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":15,"featured_media":0,"parent":9048,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"templates\/page-builder-units-small-hero.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-31039","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized 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