Edit Co-Investigators (Co-I)
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- Click the "Co-Investigators" button in the left-side navigation
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- 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
- If no Co-I's were previously listed to add, click "Add Co-I"
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- 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
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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
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- 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
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- 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
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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
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- 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