Management

Adding Investigators

The Investigators section of your proposal will list all the people currently associated with the proposal either as Principal Investigators (PIs) or as Co-Investigators (CoIs).

As a PI you may add other users of Polaris as Investigators to the proposal. To do this click the Add + button which will bring up the following form:

You may search for other users of Polaris using their email address, but you must fully specify the address to find the specific person (in other words, you must know the other person's email address to find them - GDPR: the gift that keeps on giving). In the screenshot above you will see that we have found the (fake) user "Edmond Halley" as we knew the (fake) email address assigned to that user. Click Save to add that person as an Investigator to the proposal. Notice that you can specify the Type of Investigator, either a PI or a CO-I, and if the proposal is for a PhD project.

In future versions of Polaris this will also email that user about their addition to the proposal.

Swapping Roles

In the screenshot below we have added "Edmond Halley" as a CoI to the proposal.

You will notice alongside the Delete button, which will remove the person as an Investigator from the proposal, is a Swap Role button which allows you to switch a person's "type" of Investigator; PI -> CoI or CoI -> PI. There is a restriction on this: a proposal must have at least one PI. If as the only PI you want to swap roles to a CoI, you must first switch a CoI to a PI. We would recommend that you inform the CoI that you wish to switch to being a PI as a courtesy, but there are no restrictions in Polaris to enforce this.

Currently, you cannot edit an existing Investigator. If, for example, you forget to check the "Is this for a PhD?" checkbox when adding a person as an Investigator, you must first Delete them from the proposal, then re-add them (remembering to check the checkbox).

If you haven't already, please now follow the guide about Submitting your proposal