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This material may contain confidential and copyrighted information of Epic Systems Corporation.Created by the Emory Digital Academy.Last Edit 7/30/25Page 1UpdatingStaff in the Insight Agreements ModuleHow-To GuideInsight is Emory University%u2019s platform for managing research protocols and relatedadministrative workflows.This document provides step-by-step instructions to view, add and updatestaff in Insight%u2019sAgreements module. It covers how toadd internal and external team membersand manage staff roles.ViewStaff1.From the menu on the left, clickAgreements. The Agreements module opens.a.You can also navigate here by clicking Agreements on the Insight home page.b.If it is your first time visiting this page during the current session, it will appear blank.2.In the Agreements module, use the search panelto find the agreement that requires staff updates, then click on the Agreement Numberfrom the search results.The agreement page displays. 3.In themenu on the leftunder Project Information, click Staff. The Staff pagedisplayswith any existing staffmembers listed. The PI is automatically includedAdd Emory Staff1.To add Emory staff members to the agreement, click Add Additional Emory Staff. A search bar displays.2.In the search bar, type the staff member%u2019sname. A list of matching staff members appears as you type.a.It is best to search for the staff member using the format, Last Name, First Initial.3.Find the correct staff memberin the listand click on theirname, then clickAdd. The staff memberappears in the Staff table.a.Verify that the correct organization appears in the Organization field for the new staff member.4.Click in the Rolefield, then click the appropriaterolefor the new staff member, then click in the Typefield, then click the appropriatetypefor the new staff member. b.If you leave these fields blank, Insight will prompt you to fill them in. Add External Staff1.At the top of the Staff section, click Add External Staff. A formdisplays. 2.Search for the external staff person using the Search for usersdropdown menu.