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Administrator Guide
Last Updated: 2024-11-15
Concept: Eligible Investigators

Concept: Eligible Investigators

When you assign roles on grants, grant hierarchies, or awards to assignees based on their positions, the role assignments won't persist when the assignees change positions or move out of the organization. To ensure that an assignee's role assignments remain through position and organization changes, you can create an eligible investigator for the assignee, then assign the eligible investigator to the roles.
You can only assign eligible investigators to role assignments on:
  • Awards
  • Grants
  • Grant hierarchies
You can't remove eligible investigators but you can inactivate the ones that you no longer want to assign to roles in the future. You can also reactivate eligible investigators that you have previously inactivated.

Business Process

Workday initiates the
Eligible Investigator Event
 business process when you create, inactivate, or activate an eligible investigator. A reviewer can determine whether the initiating task was to create, inactivate, or activate an eligible investigator by examining the heading on the review request.
To route the business process to specific approvers based on the initiating task, you can create step condition rules with these business process report fields:
  • Creates Eligible Investigator
  • Inactivates Eligible Investigator
  • Activates Eligible Investigator

Tasks

  • To create an eligible investigator, access the
    Create Eligible Investigator
     task. Eligible investigators are active by default upon creation.
  • You can mark an eligible investigator as inactive by accessing the
    Inactivate Eligible Investigator
     task. Workday places the word
    (inactive)
     at the back of the inactive eligible investigator labels to help you distinguish them from the active eligible investigators.
  • To reactivate an inactive eligible investigator, access the
    Activate Eligible Investigator
     task.
Only users whose security groups are configured to start the business process in the
Eligible Investigator Event
 business process security policy can access these tasks.
Eligible investigators who are terminated from their positions will remain assigned to their roles on awards, grants, and grant hierarchies until you remove them from the role assignments and reassign the roles.

Reports

Find Eligible Investigators
 report:
  • Reports on the eligible investigators in your system by status. To view all eligible investigators regardless of status, clear the
    Inactive?
     field.
  • Returns reference IDs that you can use when assigning eligible investigators to roles on awards and grants using the
    Assign Roles
     web service.
You can also use the
Eligible Investigators
 report data source to create your own custom reports on eligible investigators.

Security

The
View: Eligible Investigators
 domain secures the:
  • Find Eligible Investigators
     and
    View Eligible Investigator
     reports.
  • Eligible Investigator
     data source.
  • Get Eligible Investigators
     web service.

Customizable Label

You can rename tasks, reports, and other objects associated with eligible investigators by accessing the
Maintain Custom Labels
 task and overriding the terms
Eligible Investigator
 and
Eligible Investigators
 in the Grants Management term context with terminologies that you prefer.