Edit Co-Investigators (Co-I)


    • Click the "Co-Investigators" button in the left-side navigation
    • Principal Investigator view with the co-investigators button in the left navigation highlighted
    • If Co-Investigators are already assigned to the cover sheet they will be displayed in a table with an Actions column with controls for each Co-I
    • To add an additional Co-I, click the "Add Co-I" button
    • Co-Investigatos page with Co-Is listed and the Add Co-I button and actions column with details, edit and delete links highlighted
    • If no Co-I's were previously listed to add, click "Add Co-I"
    • Co-Investigatos page with no co-is listed and the Add Co-I button highlighted
    • When adding an additional Co-I, a new row will open on the table to enter an additional Co-I
    • Enter in the first and last name of the Co-I
    • Select the Co-I's primary unit using the drop-down
      • If the unit is not listed, select "Other" and enter the unit description
      • The primary unit selection will route complete cover sheets to the Co-I's applicable Chair/School Director and Dean
    • A comment section is available if you would like to enter revisions comments
    • Click the "Save" button to assign the Co-I to the Cover Sheet
    • Co-Investigators page with new row and comment section and save button hghlighted
    • To view the Co-Investigator's details click, the "Details" link in the Actions column
    • The Co-I's Chair/school director and Dean details will also display
      • After the cover sheet has been shared the Date Sent to Chair/Dean will be populated
    • Co-Investigato details page with the chair dean section highlighted in black and the date sent to shair.dean highlited in yellow
    • Click the "Edit" link in the Actions column for the corresdonding Co-I
    • The Co-I details, will open in an editable row in the table
    • Revise the first and last name as applicable
    • Revise the selected Co-I's primary unit, if needed
    • Once a cover sheet is approved by the OR, it will be shared automatically with all Co-I(s)' Chairs/School Directors and Deans
      • Chair/Director and Dean will be determined by this selection
    • Co-I page with the selected co-i active inthe edit fields the comment label and the save button highlighted
    • Click the "Delete" link in the Actions column for the corresdonding Co-I
    • Click the "Delete" button to remove the Co-I
    • Comments can be added, if applicable
    • Click the "Cancel" button to abort and return to th Co-Is listing page
    • Co-I page with the delete button and comment label highlighted