Add Person

The Add Person area of the Personnel page is used to add study personnel and assign a protocol role to each. This is done by using the Person Lookup feature to search for people, either with or without an IU User ID, using a drop-down menu to select a role from a list, and then clicking the add person button. These actions result in tabbed “person panels” that appear below the Add Person area, each labeled with the last and first name of the person and their protocol role.

The Principal Investigator added in the Required Fields for Saving Document section on the Protocol tab automatically appears as the first ‘person panel’ on the Personnel page. Additional personnel appear below in alphabetical order.

Figure 643 Protocol Document, Personnel Page - Add Person Selection Area Layout

Table 279 Protocol Document, Personnel Page - Add Person Selection Area Field Descriptions

Field	Description
Person	Required. Search for the person using either the IU User ID Search or the No IU User ID Search by clicking the lookup icon. Once found, you can return the value to populate the box automatically. For more information about searching for and returning values, see “Lookup” in Selection, Entry and Action Tools.
Protocol Role	Required. Use the drop-down menu to select one of the following options: CO-PI Student/Fellow/Resident: this should be used only for students who have designed a research project and are conducting it under the mentorship of a principal investigator in order to complete an education requirement. Key Personnel:investigators responsible for the conduct and/or reporting of research, including * making decisions regarding eligibility of subjects * obtaining consent for a study that is greater than minimal risk (Full Board) * listed on FDA 1572 form Non-Key, Interacting/Non-Key, Not Interacting: personnel who carry out study procedures (e.g. collecting data under the instruction of key personnel, students working on a project designed by and/or under the instruction of key personnel) but aren't considered responsible for the conduct and/or reporting of research. They are classified as either interacting directly with subjects or not interacting (e.g. analysis of identifiable data).
	Click the add person button; a tabbed person section will appear below the Add Person area.

Once added, click the button to display the Person Details, Contact Information, Attachments and Unit Details subsections.

Figure 644 Protocol Document, Personnel Page - Person/Protocol Role Details Tab Example

To delete study personnel:

	1.	Click within the checkbox that appears at the left of the folder name(s) you want to delete from the list of study personnel. A check mark appears within the checkbox when the item is selected. Click within the checkbox again to clear the mark if you want to deselect the item.
	2.	Click the delete selected button at the bottom of the page.
		The person(s) is removed.

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