Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-01-09
Steps: Create and Assign Eligible Investigators

Steps: Create and Assign Eligible Investigators

Eligible investigators are non-position based role assignment types that you can assign to roles on:
  • Awards
  • Grant Hierarchies
  • Grants
You can only create eligible investigators for these individuals:
  • Academic affiliates
  • Contingent workers (Workers)
  • Employees (Workers)
  • External committee members
  • Students
To create eligible investigators for individuals who aren't employees or contingent workers of your organization, you can use either
Academic Affiliates
 or
External Committee Members
.
To use an eligible investigator in a role assignment, first create an eligible investigator for the person whom you want to assign the role to, then select the eligible investigator for that person in the role assignment.
  1. Access the
    Create Eligible Investigator
     task.
    Create an eligible investigator for the person to whom you want to assign the role, if one doesn't already exist. You can access the
    Find Eligible Investigators
     report to view the existing eligible investigators on your system.
    Security: Configure the
    Eligible Investigator Event
     business process and security policy in the Grants Management functional area. See Example: Configure the Eligible Investigator Event Business Process and Security Policy.
  2. From the related actions menu of the award, grant, or grant hierarchy, select
    Roles
    Assign Roles
    .
    In the
    Assigned To
     column, remove the existing position-assigned role, and select the eligible investigator for the same person (with the
    Eligible Investigator:
     prefix).
    To do multiple role assignments to existing eligible investigators, use the
    Assign Roles
     web service with the eligible investigator reference IDs from the
    Find Eligible Investigators
     report.
    To prevent ambiguity, don't assign the same roles on both the award and the grants associated with the award. Assign the role on either the award or the grant based on which role you intend to use for business process routing. Example: To route business process reviews to the principal investigator on a grant:
    • Assign the
      Principal Investigator
       role on the grant.
    • Ensure that the
      Principal Investigator
       role is not assigned on the award associated with the grant.
To assign the role of
Principal Investigator
 on an award to Dr. Steven Sorensen as an eligible investigator, first create the eligible investigator for Dr. Steven Sorenson, then select
Eligible Investigator: Dr. Steven Sorensen
 as the assignee for the
Principal Investigator
 role on the award.