Active Protocols

 

The landing page of the Animals module is the Active Protocols page.  This page is a summary of animal protocols the user has access to with an overall status of ‘Active’, ‘Hold’ or Hold-Lapsed’.

 

 

 

On the Active Protocols page, if a user has the ability to access several records, Insight may require that the user hits the ‘Search’ key, and preferably limit the search by entering search criteria before doing so.  No search results will display until the search is performed.  This rule applies to users who have been granted access to data through the Insight Admin module with the following conditions:

 

  1. User has access to more than five Principal Investigator’s portfolios OR

  2. User has access to more than one Organization

 

 

Search results can be filtered by Principal Investigator (PI), Organization (ORG), or any of the page specific search criteria available (Protocol # and Title).  Additional search criteria fields can be found by clicking the ‘Advanced Search Options’ link.

 

Based on the selection criteria and security access, protocols are filtered and displayed.  All information displayed on this page is read only and, therefore, cannot be modified.  The following columns appear in the search results grid; Protocol #, PI Name, Title, Sponsor Name, Overall Status, Pending Review, Date Received, and Approval Expires.  All columns, except Pending Review can be sorted by clicking on the column header title link. 

 

The arrow indicates the screen is sorted to that column in either ascending (up) or descending (down) order.  The default sort order of the data is descending Date Received, in which the protocols received most recently by the SRAC Office are displayed at the top of the grid.  The text for Title and Sponsor Name has been limited on the screen for display purposes, but the entire contents can be viewed by placing the cursor over the field.  The Title is a link which, if selected, navigates the user further into the record to the Protocol Details page.

 

The page displays 20 records per page.  If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.

 

Information can be downloaded by clicking on the ‘Download to Excel’ link or the ‘Download to PDF’ link located on the page title bar.

 

Screenshot with Expanded Search option:

 

 

 

 

Main Screen Elements

Column Name

Description

Protocol #

A unique number assigned by Research Express for tracking the protocol.  This number will remain throughout the entire lifecycle of the protocol.

PI Name

The name of the Principal Investigator staffed to the protocol (in the format Last Name, First Name).

Title

The title of the protocol.

Sponsor Name

The name of the sponsor.

Overall Status

The overall status of the protocol, including the project status.

Pending Review

A list of the submissions for the protocol that are pending review by the IACUC, i.e. Annual Reviews, Triennial Reviews, and Amendments.

Date Received

The date the protocol was received by the SRAC Office through workflow (after PI signoff).

Approval Expires

The date the protocol needs to be reviewed by in order to maintain an Active status.