Managing Investigators

Investigators (PIs and other research personnel) are maintained as records that can be assigned to studies. This separates investigator information from user accounts.

Required Role

Investigator management requires Organization Admin (org_admin) role.

Accessing Investigator Management

1. Go to Organization in the sidebar
2. Click the Investigators tab
3. View the list of investigators

Understanding Investigators

Investigator records:

• Exist independently from user accounts
• Can be linked to user accounts
• Store credentials and contact information
• Are assigned to studies as Principal Investigators

Investigators vs. Users

Aspect	Investigator	User
Purpose	Study assignment, records	System access, authentication
Account	Not required	Required for login
Credentials	MD, DO, APRN/NP, None	N/A
Linking	Can link to user	Can link to investigator

Viewing Investigators

Each investigator entry shows:

• Name (First and Last)
• Credentials
• Email
• Link status (linked to a user or not)
• Archive status

Creating an Investigator

Adding a Single Investigator

1. Click Add Investigator
2. Enter investigator details:
   • First Name
   • Last Name
   • Email
   • Credentials (MD, DO, APRN/NP, None)
3. Save the investigator

Adding Multiple Investigators

For bulk creation:

1. Use the multiple add feature
2. Enter details for each investigator
3. Save all at once

Editing Investigators

1. Find the investigator in the list
2. Click Edit
3. Modify details:
   • Name
   • Email
   • Credentials
4. Save changes

Linking Investigators to Users

When a user in your organization is also an investigator, you can link their records:

Why Link?

• Keeps user and investigator data synchronized
• Allows investigators who are also users to be properly tracked
• Simplifies management

Linking Process

When adding or editing a user, if their name matches an investigator:

1. System prompts you to link
2. Review the comparison:
   • User details on one side
   • Investigator details on the other
3. Click Link User to connect them

Creating a New Linked Investigator

If a user should be an investigator but no record exists:

1. System offers to create new investigator
2. Enter/confirm credentials
3. Click Create & Link
4. Both records are now connected

Unlinking Investigators

To remove the link between a user and investigator:

1. Access the unlink dialog
2. Choose your action:
   • Unlink User - Keeps investigator record, removes connection
   • Delete Investigator - Removes both the link and investigator record
3. Confirm your choice

When to Unlink vs. Delete

• Unlink: Link was a mistake, investigator should remain for study records
• Delete: User is no longer an investigator, record not needed

Archiving Investigators

Investigators who are no longer active can be archived:

1. Find the investigator
2. Archive the record
3. Archived investigators don't appear in active selection lists
4. Historical study assignments are preserved

Using Investigators in Studies

When creating or editing studies:

1. Select from available (non-archived) investigators
2. The investigator appears on study details
3. Changes to investigator records update across studies

Credential Types

Credential	Description
MD	Doctor of Medicine
DO	Doctor of Osteopathic Medicine
APRN/NP	Advanced Practice Registered Nurse / Nurse Practitioner
None	No medical credentials

Best Practices

• Keep records current - Update investigator details as they change
• Link user accounts - Connect investigators who are also users
• Archive vs. delete - Archive to preserve history, delete only if wrong
• Verify credentials - Ensure credential types are accurate
• Regular review - Periodically audit investigator list