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This material may contain confidential and copyrighted information of Epic Systems Corporation.Created by the Emory Digital Academy.Last Edit 7/31/25Page 1Principal Investigator Signoff in theInsight Humans ModuleHow-To GuideInsight is Emory University%u2019s platform for managing research protocols and relatedadministrative workflows. This document provides step-by-step instructions for completingPrincipal Investigator (PI) signoffin Insight%u2019sHumansmodule. It outlines how to access protocols pending PI review, verify study details, request clarifications, and complete required certification and disclosure forms. The guide also explains how to finalize the signoff to advance the protocol through the submission workflow.PI Signoff1.On the Insight homepage, under the Humanstile, click the Activityfor Review labelledPI Review with a protocol number. The protocol for signoff opens.a.This prompt appears on the home page when aPI needs to take action or provide sign-off.b.You can also navigate to the Activity for Reviewby clicking Humans, selecting Action Requiredfrom the menu on the leftand clicking theprotocol titlefrom the list that appears. The same protocol opens with additional details. 2.Review each form and section carefully to verifythestudy details. 3.If clarification is needed, click Add Commentin the column on the right of the screen to request information from the study team. a.The protocol cannot move forward to the next review step until the comment is resolved.4.When your review is complete, navigate to the PI Actionsboxatthe bottom right of the screen. Select one of the following options to route the protocol: a.Acceptconfirmsthe information is accurate and complete, andthe protocol can move forwardb.Declinesendsthe protocol back to the study team for revisions. c.Withdrawpermanently stops the review process and closes the protocol. All draft work is deleted, and a new protocol must be createdto proceed.Use this option with caution.5.If everything is accurate and complete, click Accept. ThePI Certification and Investigator Disclosure, Part IIforms open. 6.Click each formto open and complete them. Both forms must be filled out before signoff.7.Once these forms arecomplete, the Sign Offbutton turns green. Click Sign Off. The protocol advances to the next step in the workflow, usually the Department Chair%u2019s review.Additional Resources%u2022Visit the Project Insight SharePoint pagefor additional training materials and project updates.