New Protocol Application

Starting a New Protocol Application

A new protocol application can be started from any of the tracking pages which include:  Active Protocols, Pending Applications, Work in Progress, Inactive Protocols and Tissue Only Protocols.  The ‘Create New Protocol’ button will launch a new protocol initial questionnaire.  Depending upon how the questions to the initial questionnaire are answered, the user will automatically be presented with either a Standard Application or a Tissue Application. Any user with access to the Animals module in Insight will have the ability to start a new protocol application.

 

The new protocol initial questionnaire is a series of questions that will be used to determine which relevant forms of a protocol application to present to the submitter.  The user will first enter the full title of the protocol.  Next, there is a series of questions that are required to be answered prior to saving the form.  When the form is completed click ‘Save’ to navigate to the Forms page.  The initial questionnaire is only available when starting a new application.  If questions were answered incorrectly, there is a function to customize the application.  This is described in more detail below.

 

Screenshot: Starting a new protocol application

 

 

Screenshot: New Protocol Application initial questionnaire

 

 

Forms Page

Depending upon the answers in the initial questionnaire, the user is presented with either the Standard Application or the Tissue application.  The Sponsor / Funding form is always required, regardless of whether the Standard Application or the Tissue Application is presented.

 

The following buttons are available on the Forms page:

 

Screenshot: Editing Full Title

The protocol Full Title can be modified from this page by clicking on the link above the forms grid (next to ‘Edit’).  Clicking the link will bring up a page with editable values for these fields.  Click the ‘Save’ button to save any changes to these fields and return to the Forms page.

 

Standard Application

For a Standard Application, the Detail Research Plan and the Abstract forms are always required.  Other forms that are presented to the user are dependent on how the questions in the Standard Application are answered.

 

The ‘Hazardous Agent’ header will appear if the user answered ‘Yes’ to the following question on the Standard Application:

 

 

Other forms will be presented based on what is checked in the Special Considerations section of the Standard Application.  Some of the forms can be answered multiple times.  For example, for every Procedure that is part of the study, there will be a form to complete for each Procedure.  Forms that are considered multiples include:  Hazardous Materials, Tumor Production, and Procedures.

 

 

 

Screenshot: Standard Application – Forms page

The ‘Last Modified’ column will show the date and time that the answers on a specific form were last updated.  The ‘Modified By’ column will display the last user to make an update on the form once it is in progress of being completed.

 

Tissue Application

For a Tissue Application, the required forms to complete are Sponsor/Funding and Tissue Application. 

 

The ‘Hazardous Agent’ header will appear if the user selected a species of ‘NHP- Baboons, NHP- Macaque, Cyno, NHP- Macaque, Rhesus, or NHP- Squirrel Monkeys.

 

 

Screenshot: Tissue Application – Forms page

The ‘Last Modified’ column will show the date and time that the answers on a specific form were last updated.  The ‘Modified By’ column will display the last user to make an update on the form once it is in progress of being completed.

 

 

Add / Delete Forms

Application forms can be added or removed after the initial form has been completed by clicking the Add/Delete Forms button from the Forms page.  This allows the customization of the application even after the initial application has been completed.  If a form is mandatory (i.e. Abstract) there is not an option to 'Add' or 'Delete' the form as it must be completed as part of the application process.  On this page the form names are not hyperlinks, as the forms themselves cannot be modified from this screen.

 

These actions are available for each form directly from this page:

 

 

 

The customized application is saved by clicking the ‘Done’ button at the bottom of the page.  Clicking ‘Done’ saves the added forms and returns the user to the Forms page where the form names become hyperlinks, and the forms can be opened for editing.