Investigator Org. Units

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This related item is used to capture details about an investigator's org. units. When you assign an investigator to a project, information about all the organisational units to which that person belongs is brought into the Project record.

If you need to change the organisational affiliation, you can delete existing organisational units or add additional organisational units to the list. The percentage of all the organisational units cannot be greater than 100%.

Menu path: RME menu > Projects (search) > Project > Investigators > Investigator Org. Units

 

Add an investigator's Org. Unit

1.     In the Project record, go to the Investigators related item.

2.     In the grid, select the investigator for which you want to add an org. unit to display the investigator details page.

3.     Go to the Investigator's Org. Unit related item towards the bottom and click the Add link.

4.     In the Code field, search for and select the org. unit you want to add.

5.     Complete the fields, using the table below as a guide.

6.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

Investigator's Org. Unit: Fields

Default Field Label

Description

Code *

Mandatory

Lookup to search for and add an org. unit

Source

Current?

Yes by default

Indicates if the org. unit is currently associated with the person involved with the project

If the org. unit is no longer involved with the project, slide this to No.

Percentage *

Mandatory

Percentage allocated to this org. unit

The total percentage for all org. units associated with the investigator cannot be greater than 100.

Primary?

Indicates if the org. unit is the primary

•        Only one org. unit can be the primary.

•        If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.

Used From

Date from which the org. unit is associated with the person involved with the project

Used To

Date to which the org. unit is associated with the person involved with the project
 

Auto-populate Org. Unit for a new investigator

When you link an internal investigator or person, you can automatically populate the details in an Investigators or Personnel Org. Units related item from the Personnel record by following the steps below.

You must follow these steps in this exact sequence for the automatically population to work. For example, If you forget to mark a new investigator as Primary and save the record, and then go back and mark it as Primary, the system will not auto-populate the Investigators/Personnel Org. Units related item.

To link a new investigator or person to a record and automatically populate it with their Org. Unit details:

  1. Open the existing record, scroll to the Investigators or Personnel Org. Units related item and click Add.
  2. Add the new investigator/person by either entering a known Person Code or by searching for them in the lookup field.
  3. Enter the person's details and slide both the Primary and Primary Contact options to Yes.
    This is important otherwise the related item will not be automatically populated.
  4. Save the record.

Results: The Investigators or Personnel Org. Units related item will display the Org. Unit details from the personnel record. The Percentage for the Org. Unit will be set to 100%. You can edit these details manually at any time and apply them at a project level if required. You can assign multiple Org. Units at different percentages provided they total 100%. Additional changes to the Investigator or Personnel related item will not affect Org. Unit details.

 

Manage Investigator records

You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Project.

    

Related topic

•        Project search

  

Product key: Modules > Projects

Page ID: PRO009.htm