Setting the PI

1. • Please note only UW faculty or staff members may be a Principal Investigator
   • Adjunct faculty, definite term faculty or staff members should contact the Office of Research to determine eligibility
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2. • If you are filling out the Cover Sheet for yourself
     • Select the help button for "Myself"
     • Click "Save & Continue"
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3. • If you hold a role that cen be designated as the PI, an "Applying As" question will display, please select as applicable
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4. • If you are filling out the cover sheet for someone else
     • Select the help button for "Other"
     • Click the "Set New PI" button
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5. • Use the search tool to locate the user profile of to the person to be set as the PI
   • If you cannot locate the user you will need to create a new profile (see Creating a Profile)
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6. • Once you have located the user, click the "Set As PI" button located beside the user in the Action column
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   • Click "Cancel" at any time to return to the PI page
7. • The new PI will now be listed
   • If the user you selected holds a role that can be designated as the PI, an "Applying As" question will display, please select as applicable
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8. • The Cover Sheet unique ID and PI should now display in the cover sheet banner
   • Click "Save & Continue" to move to the next section
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