xTrain External User Roles

External User Role Description

BO

(Business Official)

A Business Official has signature or other authority related to administering grantee institution training grants.

SO (Signing Official)

 

 

A grantee institution’s Signing Official has authority to legally bind a grantee institution for grant matters.

PD/PI

(Program Director/Principal Investigator)

The Program Director or Principal Investigator is responsible for the overall direction of the training program and has the skills, knowledge and resources necessary to organize and implement a high quality research training program. In Commons, this role is called the PI role but is used for PDs as well. The Fellow also has the PI role. The PD/PI selects and appoints Trainees, amends appointments (when necessary), and initiates Termination Notices.

A multi-PI can perform the same actions as the Contact PI

PD/PI Delegate

(ASST)

An ASST user is a grantee institution individual that is delegated authority to perform Program Director/Principal Investigator xTrain training appointment functions. A user with the ASST role cannot submit appointments.

Trainee

Trainee: A person appointed to and supported by an institutional Kirschstein-NRSA or non-NRSA research training award

Scholar: A person appointed to and supported by an institutional career development award

Participant: A person appointed to and supported by a research education award.

Sponsor

The Sponsor is a person who mentors Fellows and can initiate and facilitate the termination of a fellowship. The Sponsor can submit the Termination Notice for foreign and federal fellowships only.

Sponsor Delegate

Users with this authority are able to perform actions similar to the Sponsor role but they are not able to submit the fellowship Termination Notice to the Agency.

NOTE: The Signing Official (SO), Administrative Official (AO) and Accounts Administrator (AA) can grant Business Official (BO), Principal Investigator (PI) or Assistant (ASST) roles to individuals within the grantee institution. Signing Officials can also give Business Official privileges to themselves. Trainees without eRA accounts will be invited to register as part of the xTrain appointment process.

For more information on xTrain external user roles and the actions they can take, see the eRA Commons Roles list at http://era.nih.gov/files/eRA_Commons_Roles.pdf