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Locate / Set the Lead Registrant of a Substance

Tip

The Lead Registrant is often the first point of contact about a dossier update. There are 3 ways to find who the lead registrant is in Active Steward;

  1. Constituent record → Entities tab
  2. Constituent record → Regulatory tab
  3. Submissions Overview - displayed by legislation

If the Lead Registrant has not been set, jump to: Set the Lead Registrant.

Constituent Record - Entities Tab

1. 👆 Navigate to Constituents 👉 Select the constituent of interest from the list.

2. 👆 Navigate to the Entities tab.

3. 👆 Click the "Columns" button 👉 Select "Default Cost Sharing Role". This displays an additional column in the table containing the role for each entity currently linked to the constituent.

4. 👆 Click the "Default Cost Sharing Role" field and ✍️ enter "Lead Registrant".

5. 🥳 The table has been filtered, listing the lead registrant(s).

Constituent Record - Regulatory Tab

6. 👆 Navigate to Constituents 👉 Select the constituent of interest from the list.

7. 👆 Navigate to Regulatory 👉 Click the relevant Legislation 👉 JSG & Consortia.

8. 🥳 The lead registrant can be found on this tab. If this is not populated view steps 13-17 on how to do this.

Submissions Overview

9. 👆 Navigate to Constituents 👉 Submissions Overview.

10. 👆 Click the "Columns" button 👉 Select "Lead Registrant". This displays an additional column in the table containing the lead registrant for that constituent row.

11. 🔍 Search for the constituent by typing it into the relevant table header.

Tip

This method displays the lead registrants per legislation.

12. 🥳 Find the lead registrant for the substance in the 'Lead registrant' column.

Set the Lead Registrant

Tip

There are multiple ways to set a Lead Registrant:

  1. Follow the tutorial Create Links between Products/ Constituents and Entities, ensuring that;
    a. the "Entity Role" is "Registrant" or "Only Representative".
    b. a "Lead" Sharing Role is chosen.
  2. Follow steps 13-17 to set the lead registrant on the Constituent Record.

14. 👆 Click "EDIT".

15. 👆 Click the "Lead Registrant" field and choose an entity from the dropdown list.

16. 👆 Click "SAVE".

17. 🥳 Lead Registrant set.