University of Waterloo Logo

Editing PI & Unit

    • Note: Changes to the PI and/or unit are significant, and will void the PI’s acceptance and all approvals
    • If the PI is assigned as an individual, click the "PI & Unit" button in the left-side-side navigation to view the details
    • Click "Edit PI" to make changes to the PI
    • Click "Edit Unit" to make changes to the unit
    • Principal Investigator view with pi and unit button in left-side nav, edit pi and edit unit buttons highlighted
    • If the PI is assigned in their role, click the "PI" button in the left-side-side navigation to view the details
    • Click "Edit PI" to make changes to the PI
    • The unit associated to the project is automatically the unit of the role
    • Principal Investigator view with pi button in left nav and edit pi buttons highlighted
    • Changes to the PI and/or unit are significant, and will void the PI’s acceptance and all approvals
    • To change the PI click the "Set New PI" button
    • If the PI holds an applicable role(s) the "Applying As:" Individiual or role can also be changed
    • Comments can be added to describe changes being made
    • Click the "Save & Close" button to save changes and return to the PI & Unit details page
    • Principal Investigator page with MyselF help button and the save and continue button highlighted
    • Use the search tool to locate the user profile of 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)
    • Once you have located the user, click the "Set As PI" button located beside the user in the Action column
    • Set new pi search page with create new profile button, the search tool and the set as pi button highlighted
    • If the newly selected PI holds a role, please indicate how the PI is applying
    • This change will require comments
    • Click "Click & Notify PI" to notify the PI and save changes
    • Edit Principal Investigator page with the new PI name, and the applying as selector, comment label and messaging highlighted
    • If the PI does not holds a role, or “individual” was selected the unit associated to the project will need to be updated
    • Update unit page with the unit drop-down highlighted
    • IF the research is eligble to be held in a Centre/Institute select the unit type
    • If you select Centre/Institute, make a selection for both drop-downs:
      • Centre/Insitute
      • The new PI's Primary Unit
    • Update unit page with cantre/inistute help button selected and the centre/inistute and the priamry unit drop-downs drop-down highlighted
    • If you select academic/administrative select:
      • The unit to be associated to the project
    • Update unit page with academic/administrative help button slected and highlighted
    • Note: Changes to the PI and/or unit are significant, and will void the PI’s acceptance and all approvals
    • If the logged in user is the named PI, they will need to complete the PI Acceptance and submit for approval
    • Click "PI Acceptance" to navigate to that page
    • To continue revisions, click the "Next" button
    • Message page with the PI Acceptance button highlighted
    • If the logged in user is not the named PI, a notification will be sent to the PI to review/accept and submit
    • The Cover Sheet will only be editable by the PI
    • Click "Back to Cover Sheets" to return to the "My Cover Sheets" page
    • Message page with the message and the back to cover sheets button highlighted
    • Click the "Edit Unit" button to make changes to the unit associated with the project
    • Principal Investigator view with pi and unit button in left nav, and edit unit buttons highlighted
    • Please note that Tri-Agency funds are to be held in the PI’s home academic unit (exception: PromoScience)
    • Revise the academic or administrative unit associated to the activity using the drop-down list (PI's home department or a cross-appointment)
    • Edit unit page with the academic/administrative drop-down highlighted
    • If the unit is not listed
      • Select "Other" using the drop-down
      • Key in the description into the "Academic/Administrative Unit" field
      • Other selected from unit drop-down and Academic/Administrative Unit field open and highlighted
    • Research funds from non-Tri-Agency sponsors may be held in research Centres or Institutes
    • Revise the Centre/Insitute using the drop down
    • Revise the PI's primary unit using the drop down
    • Principal Investigator page with MyselF help button and the save and continue button highlighted
    • If the centre/institute or primary unit is not listed in the drop-downs
      • Select "Other" from either drop-down
      • Enter in the description into the respective "Centre/Institute" or "Unit" field
    • Unit page with Other selected for both drop-down and the centre/insitute and unit fields highlighted
    • Revise the Academic/Administrative
    • Revise the associated unit using the drop-down
    • Principal Investigator page with MyselF help button and the save and continue button highlighted
    • If the unit is not listed
      • Select "Other" using the drop-down
      • Enter in the description into the "Academic/Administrative Unit" field
      • Other selected from unit drop-down and Academic/Administrative Unit field open and highlighted
    • Note: Changes to the PI and/or unit are significant, and will void the PI’s acceptance and all approvals
    • If the logged in user is the named PI, they will need to complete the PI Acceptance and submit for approval
    • Click "PI Acceptance" to navigate to that page
    • To continue revisions click, the "Next" button
    • Message page with the PI Acceptance button highlighted
    • If the logged in user is not the named PI, a notification will be sent tot the PI to review/accept and submit
    • The Cover Sheet will only be editable by the PI
    • Click "Back to Cover Sheets" to return to the "My Cover Sheets" page
    • Message page with the message and the back to cover sheets button highlighted
Next

Back