Personnel

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Personnel

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Figure 151 Protocol Document, Personnel Page

Specify the individuals who are a part of the research team on the Personnel page. The protocol’s research team is comprised of the Principal Investigator (PI) and any other individuals who contribute to the scientific development or execution of a project in a substantive, measurable way. Key research personnel are those individuals who obtain consent from human subjects, recruit human subjects, or evaluate the response of human subjects.

The Personnel page has two main component areas that allow for selection, entry, and maintenance of person information.

Personnel Section	Description
Add Personnel	Used to add personnel and assign a protocol role to each person. Click on the WVU Login Search icon to activate the person lookup feature and search for employees registered in the WVU Identity and Access Management System (Login) or search for non-WVU employees (who do not need access to WVU+kc) by clicking on the Non WVU Login Search icon. Return the value once the appropriate person has been located in the search results. Select the appropriate personnel role from the drop-down menu options and click the add person button to add the person to the protocol. For additional information about adding non-employees, see below.
Person Details	Once a person has been added to a protocol, a tabbed, expandable person section labeled with the first and last name of the person followed by their protocol role appears below the Add Person section Click the show button to display four expandable sections which include Person Details, Contact Information, Attachments, and Unit Details. To delete a person, select the checkbox in the Person Detail section tab label and then click the delete selected button at the bottom of the page.

Personnel Section

Description

Add Personnel

Used to add personnel and assign a protocol role to each person. Click on the WVU Login Search icon to activate the person lookup feature and search for employees registered in the WVU Identity and Access Management System (Login) or search for non-WVU employees (who do not need access to WVU+kc) by clicking on the Non WVU Login Search icon. Return the value once the appropriate person has been located in the search results. Select the appropriate personnel role from the drop-down menu options and click the add person button to add the person to the protocol.

For additional information about adding non-employees, see below.

Person Details

Once a person has been added to a protocol, a tabbed, expandable person section labeled with the first and last name of the person followed by their protocol role appears below the Add Person section Click the show button to display four expandable sections which include Person Details, Contact Information, Attachments, and Unit Details.

To delete a person, select the checkbox in the Person Detail section tab label and then click the delete selected button at the bottom of the page.

Table 60 Protocol Document, Personnel Page – Personnel Page Section Descriptions

PI Qualifications

Figure 154 Protocol Document, Personnel Page – Person Section, Person Details Subsection

Changes to personnel for protocol documents with Pending/In Progress status do not require an amendment/approval from the IRB.

The PI that was added in the Required Fields for Saving Document section on the Protocol page will automatically appear on the Personnel page. However, a summary of qualifications must be added to the PI for all protocols within the Person Details subsection for the PI. Click the show button next to the protocol role to display the four subsections and click the show button to display the Person Details subsection. Click within the text box to provide a brief statement of the PI qualifications to conduct the research.

The PI Qualifications statement should be a couple of sentences stating the PI’s current position at WVU, the PI’s years of experience, and any previous experience in this particular research field.

Co-Investigators

Adjunct faculty and any investigator whose status is considered to be “in training” (e.g., students and medical residents) may generally not serve as a Principal Investigator but may serve as a co-investigator. Students must have a faculty sponsor who fulfills the PI eligibility criteria and who will serve as the Principal Investigator and faculty advisor on the study.

Figure 157 Protocol Document, Personnel Page – Person Section, Unit Details Subsection

Non-WVU Research Team Members

Non-WVU research team members can be added to a protocol. There are two options for adding non-WVU team members: those who will need access to the system to edit the protocol or those who will need added to the protocol as a research team member but will not need access to WVU+kc.

For non-employees that will need access to the system

First, search to see if the non-employee has already been registered in the WVU Identity and Access Management database and has been provided a valid WVU Login by searching for the person via the WVU Login Search. If the person cannot be found via the WVU Login Search, a Login can be requested for this person via the WVU ITS request form for WVU Login Help. These requests are to grant temporary access for users who do not have a Login but need to use a system that requires Login authentication, such as WVU+kc. Special account requests must be made by someone with a valid WVU Login.

Refernce the Add Non-Employees to IRB Protocol guide for details.

Non-employees who are provided a Login in order to access the system will show up in WVU Login Search results as long as their Login is valid. If their Login expires and the person requires access to WVU+kc in the future, access will need to be requested again.

For non-employees that will not require access to WVU+kc

Search for them through the Non-WVU Login Search. If the non-employee does not generate in the appropriate search results, you must request that the person be added to the system by contacting the WVU Information and Technology Services Service Desk at 304.293.4444, oithelp@mail.wvu.edu or by logging a ticket via the Service Desk Express (SDE) Self Service and providing the following information for the person that needs added:

First and Last Name;
A non-WVU email address;
WVU department sponsoring the work;
Title that best describes the role on the protocol; and
Person’s affiliation (e.g., university or business name).

Once successfully registered in the WVU+kc system, a non-WVU employee who was not provided a valid Login will remain in the system and should populate in future Non-WVU Login Searches.

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