Skip to main content

Investigator

# Quick Start By Role
Last updated: 04/14/2026

Quick start for principal investigators and site investigators.

Quick start

As an Investigator, you oversee protocol execution at the site and approve key clinical actions.

Start here:

  1. Review assigned work on My Page
  2. Open Study Home for subjects and visit structure
  3. Monitor open Queries on your subjects
  4. Apply e-Signature on forms and subject records when required

Full role guide

See CRC / Investigator in Roles & Permissions for blinding rules and IMP dispense request workflow.