Please note: A PDF version of this guide is available for download at the bottom of the article.
The iRIS™ Animal Resource Center (ARC) module groups tasks relevant to management of studies involving animal subjects. ARC includes tools to assist with livestock management, livestock facilities management and materials ordering and billing.
This manual covers features available through the main ARC Workspace, which is accessed via iRIS™ Home > My Workspaces menu > Animal Resource Center > Animal Resource Center Workspace link.
That link opens the ARC Workspace, shown below.
ARC module functions can be accessed via text links in the My Workspaces > Animal Resource Center menu or via widgets in the upper part of the workspace.
The screenshot below includes widgets for all available ARC features and functions. Note that availability of items here depends on the user’s access rights and the institution’s system settings, so each user’s ARC Workspace page may differ. Also note that the module name displayed on system pages can be customized for each institution; ARC system screen labels in this manual employ “ARC” and “Vivarium” interchangeably.
The user’s task list is accessed in the lower part of the workspace, as shown in the screenshot below.
Navigation in iRIS™
iRIS™ includes two standard navigation tools on all pages nested one or more levels beneath the primary Workspace page of the module currently in use (e.g., Study Assistant, Conflict of Interest Assistant, Animal Resource Center, etc.): a Path directory tree, and Back buttons.
Path Directory Tree
The Path item at the upper left of iRIS™ pages provides a hyperlinked menu directory tree, allowing the user to quickly navigate back through the path they followed to get to their current location. Path appears on all pages nested at least one level beneath the main workspace
In the example shown the user is viewing the Broadcast Notice Add a new notice page. This page is nested three levels beneath the main workspace page, as indicated by the three links available in the Path directory tree: Home, board admin and broadcast notice.
Click on broadcast notice in the Path to navigate up one level in the directory tree, to the main Broadcast Notice page. There are now two levels in the Path directory tree: board admin and Home.
Click on board admin in the Path to navigate up one level in the directory tree, to the Board Administration page. There is now one level in the Path: Home.
Click on Home in the Path to navigate up one level in the directory tree, to the main Workspace page. No Path item is displayed here because the user is now at the top-most level of the directory tree.
Back Button
The second navigation tool is the Back button, which appears on all pages nested at least one level beneath the main workspace. The Back button takes the user to the same location as the last link shown in the Path.
In the example shown above, both the Back button and the broadcast notice link in the Path return the user to the Broadcast Notice page:
Clicking the Back button on the Broadcast Notice page returns the user to the Board Administration page, as indicated by the last link in the Path directory tree shown in the screenshot above.
Note that where the Back button appears on a page with editable fields or document upload controls, clicking the button before saving changes returns the user to the same location as the last link shown in the Path without saving changes.
ARC Workspace Widgets
To access the ARC Workspace navigate to iRIS™ Home > My Workspaces menu > Animal Resource Center > Animal Resource Center Workspace link.
The ARC Workspace page is opened.
As shown in the screenshot below, when the property rb.use_submission_by_committee under System Administration > System Configuration > Submission Review Properties is set to yes, a dropdown picklist of committees for which the logged-in user has rights populates at the top of the workspace.
When this feature is turned on, the user can select a committee from the dropdown list to limit available functions and records to those which are applicable to the selected committee.
As shown in the screenshot below, available ARC module functions can be accessed via the widgets in the upper part of the workspace.
Note that availability of certain widgets is based on user rights and the institution’s system administration settings. ARC Workspace contents can vary by user and institution. Also note that because the user has the option to rearrange icons on this page, the icons shown above may not appear in the same location on every user’s ARC Workspace page.
Subsections of this manual provide details of the ARC function(s) underlying each widget, or indicate the manual where that information is provided.
ARC Workspace Widget Customizations
Not all ARC Workspace users need access to all available functions, and some only use a handful of the available widgets there regularly. Two customization options are available for ARC Workspace users to customize the workspace in a way that better suits their needs:
— widgets that are never used can be deleted
— widgets can be rearranged to place the most frequently used functions in the user’s preferred location
Both types of customization only affect the specific user’s workspace. Deleting a widget from the user’s workspace does not delete that function from the ARC module overall, and rearranging widgets in the user’s workspace does not impact the workspaces of any other users.
Both types of customization are reversible, as detailed in the ARC Workspace Customization: Restore Widget(s) and ARC Workspace Customization: Restore Workspace sections of this manual.
ARC Workspace Customization: Delete Widget(s)
Users can customize the upper part of the ARC Workspace by deleting the widgets for features they don’t use. Note that an undo option for widget deletions is available. See the ARC Workspace Customization: Restore Widget(s) section of this manual.
Click the settings icon, shown in the screenshot below.
The settings menu is opened. Click the Start Organizing Widgets link.
As shown in the screenshot below, new controls are added to the workspace and the settings menu link is replaced with an Exit Widget Organization button.
Click the X in the red dot at the upper corner of any widget to remove it from the workspace. The widget is removed from the specific workspace in use, but the feature remains available to other ARC users.
In the screenshot below the widget that appears in the upper left corner by default (Add a new Study, shown in the previous screenshot) has been deleted. The remaining widgets all shift one slot to the left.
When all desired widgets are deleted, click the Exit Widget Organization button. As shown in the screenshot below, the deleted widget(s) is(are) removed from the workspace.
ARC Workspace Customization: Rearrange Widget(s)
Users can customize the upper part of the ARC Workspace by rearranging the widgets to better suit their needs or preferences.
Click the settings icon, shown in the screenshot below.
The settings menu is opened, as shown below. Click the Start Organizing Widgets link.
As shown in the screenshot below, new controls are added to the workspace and the settings menu link is replaced with an Exit Widget Organization button.
Click on the widget to be moved, then drag and drop it onto the widget in the desired new location. In the screenshot below, the Review Board Administration widget is being dropped on top of the Orders widget.
As shown below, when the widget is dropped into its new location all other widgets shift to the right by one slot.
When all widgets have been rearranged as desired, click the Exit Widget Organization button. The relocated widget(s) remain as placed.
ARC Workspace Customization: Restore Widget(s)
In the screenshot below, the Add a Study widget that normally appears in the upper left-hand corner of the ARC Workspace has been deleted.
To restore a deleted widget, click the Restore a Previous Removed Widgets link in the settings menu (shown in screenshot above).
Note that this link only appears in the settings menu when at least one widget has been deleted.
As shown in the screenshot below, the Restore a Previously Removed Widget popup opens.
All deleted widgets are listed on the popup.
Select the checkbox(es) in the far-left column for the widget(s) to be restored and click the Restore Selected Widget(s) button. As shown in the screenshot below, the popup is closed and the selected widget(s) are restored to the workspace.
Note that when restored, widgets are placed in order of the first open slot, at the bottom of the workspace.
ARC Workspace Customization: Restore Workspace
When widgets have been deleted from the ARC Workspace and/or moved to a location other than the default, it is possible to restore the workspace to its original, default state using a single menu command.
In the example shown below, the Add a Study and Reports widgets were deleted. The Add a Study widget was then restored, leaving it in a new location on the bottom row of widgets. The Reports widget remains deleted.
Click the settings icon at the upper right corner. As shown below, the settings menu opens. Click the Restore Default Widget Settings link.
As shown below, the original ARC Workspace is restored, with all widgets in their original locations.
The screenshot above includes widgets for all available ARC features and functions. Note that availability of items here depends on the user’s access rights and the institution’s system settings, so each user’s ARC Workspace page may differ.
Add a new Study
The ARC Workspace provides direct access to the Study Assistant Add a Study function.
Navigate to Animal Resource Center > ARC Workspace and click the Add a new Study icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Add a new Study icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Select New Study Application Form page opens.
Creation of a new study application from within the ARC Workspace proceeds the same way as when a new application is begun from within the Study Assistant module.
For more information about adding a new study, see the Study Assistant – Add a Study manual.
Find a Study
Navigate to Animal Resource Center > ARC Workspace and click the Find a Study icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Find a Study icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Find A Study page opens.
The page provides numerous search options and filters. Studies can be searched by any combination of the fields in the Find a Study Filters section.
Enter / select desired search criteria in the Find a Study Filters section and click the Find button to execute the search. More information about the search criteria fields is provided below.
Click the Reset Find Options button to reset all fields in the Find a Study Filters section.
The Display Projects by dropdown dictates whether search results will be listed by “Study Number”, “IACUC Number” or “IBC Number”.
Text entry fields are provided to search by full or partial Study Number, Sponsor name, Department, IACUC Number or Reference number.
The Principal Investigator (PI) field can be used to search by full or partial PI name and includes a button to toggle the search between Active or Inactive PIs. As shown below, the button is toggled to Active by default.
Click the Active button to toggle it to Inactive, as shown below.
Note that it is not possible to search by both Active and Inactive PIs simultaneously.
Calendar widgets are provided for searching by IACUC Expiration Date range.
Available date range options are as follows:
— to limit the search to studies whose IACUC Expiration Date occurs on or after a specific date, click the left-hand calendar widget and select the desired start date; leave the right-hand date field blank
— to limit the search to studies whose IACUC Expiration Date occurs on or before a specific date, click the right-hand calendar widget and select the desired end date; leave the left-hand date field blank
— to limit the search to studies whose IACUC Expiration Date occurs between two specific dates, select the desired start date using the left-hand calendar widget and the end date using the right-hand calendar widget
As shown below, the Study Status dropdown provides a picklist to filter the search by study status. Click an item in the list to select it.
Note that the Study Status list is configurable under System Administration > List Configuration and Maintenance > System Setup tab > Setup Study Status link and will vary by institution. The list shown here may not be the same at every institution.
As shown below, the Study Classification dropdown provides a picklist to filter the search by study classification. Click an item in the list to select it.
Note that the Study Classification list is configurable under System Administration > List Configuration and Maintenance > Site List Setup tab > Study Classification link and will vary by institution. The list shown here may not be the same at every institution.
Find A Study Advanced Find Options
Additional search options and filters are available via the Advanced Find Options button, shown below.
Click the button to open the Find A Study: Advanced Search Options popup, shown below.
The popup includes panels for eight (8) different advanced search criteria:
— Key Study Personnel
— Drugs associated to Study
— Devices associated to Study
— Drugs associated to IACUC Study
— Restraint Devices associated to IACUC Study
— Species associated to IACUC Study
— Issues Reported to the Board
— Study Key Words
Enter desired search criteria in one or more panels (see following subsections) and click the Apply button to apply the desired criteria to the main Find A Study search page. As shown below, when advanced search criteria are selected the Advanced Find Options button on the Find A Study page updates with a yellow background and green checkmark to indicate these options are in use.
Click the Cancel button on the Find A Study: Advanced Search Options popup to close it without applying any of its search criteria to the main Find A Study page.
To clear individual Advanced Find Options, click the Advanced Find Options button to reopen the Find A Study: Advanced Search Options popup. Clear any search criteria previously entered there and click the Apply button at the bottom of the popup.
Click the Reset Find Options button on the Find A Study page to clear all selected filters and/or search criteria.
For the remainder of this subsection, individual panels of the Find A Study: Advanced Search Options popup are shown in isolation.
Key Study Personnel
The Key Study Personnel panel provides three (3) search options:
— Search for studies by the full or partial User Name of assigned Active study personnel
— Search for studies by the full or partial User Name of assigned Inactive study personnel
— Search for studies by User Role of assigned study personnel
As shown below, when the Find a Study: Advanced Search Options popup initially loads the Active button is enabled for the Select User Name field.
To search Active study personnel by User Name, enter the full or partial name in the Select User Name field.
To search Inactive study personnel by User Name, click the Active button to toggle it to Inactive, then enter the full or partial name in the Select User Name field.
Note that it is not possible to search by both Active and Inactive study personnel at the same time.
To search by User Role(s), select the desired checkbox(es) in the Select User Role(s) section. The full list includes the following roles:
— Principal Investigator
— Additional Principal Investigator
— Co-Investigator
— Faculty Advisor
— Nurse
— Study KSP1
— Study Author
— Contact
— Department Administrator
— Administrative Assistant
— Site Contact
— Additional Project Manager
— Project Staff
— Project Manager
— Post Doctoral (Grants.gov - Post Doctoral)
The Active/Inactive Select User Name and Select User Role(s) fields can be used separately or in combination.
Drugs associated to Study
This panel is used to search for studies based on Drugs associated to Study by Trade Name, Generic Name and/or Investigational Name.
Enter the full or partial drug name in the desired field(s).
Note that a separate panel, Drugs associated to IACUC Study, is provided further down in the popup for searching by IACUC study drugs.
Devices Associated to Study
This panel is used to search for studies by Devices associated to Study.
Enter the full or partial Device Name to use this search option.
Note that a separate panel, Restraint Devices associated to IACUC Study, is provided further down in the popup for searching by IACUC study restraint devices.
Drugs associated to IACUC Study
This panel is used to search for IACUC studies based on Drugs associated to IACUC Study by Trade Name, Generic Name and/or Investigational Name.
Enter the full or partial drug name in the desired field(s).
Note that a separate panel, Drugs associated to Study, is provided higher up in the popup for searching by non-IACUC study drugs.
Restraint Devices associated to IACUC Study
This panel is used to search for IACUC studies by Restraint Devices associated to IACUC Study.
Enter the full or partial Device Name to use this search option.
Note that a separate panel, Devices associated to Study, is provided higher up in the popup for searching by non-IACUC study devices.
Species associated to IACUC Study
This panel is used to search for IACUC studies by Species associated to IACUC Study.
Click in the field to open the Species Name dropdown list.
Note that while the main list of species available for assignment to IACUC studies is configured under ARC > Review Board Administration > List Maintenance Setup tab > Animal Species Configuration List link, the list shown here is automatically limited to species previously assigned to studies in the iRIS™ system.
Click to select the desired Species Name from the dropdown list.
Note that only one item can be selected in the dropdown list.
Issues Reported to the Board
This panel is used to search for studies by Issues Reported to the Board.
The panel provides four (4) search options:
— Issue Type
— Issue reported on or after a specified date
— Issue reported on or before a specified date
— Issue reported between two specified dates
Click in the Issue Type dropdown list and click an item in the list to select it.
Note that while the main list of Issue Types is configured under IRB Assistant > Review Board Administration > List Maintenance Setup tab > Issue Reporting Types link, the list shown here is automatically limited to Issue Types previously reported on studies in the iRIS™ system. Note also that only one item can be selected in the dropdown list.
Calendar widgets are provided for searching by issue reporting date.
Available date range options are as follows:
— to limit the search to studies whose issue reporting date occurs on or after a specific date, click the left-hand calendar widget and select the desired start date; leave the right-hand date field blank
— to limit the search to studies whose issue reporting date occurs on or before a specific date, click the right-hand calendar widget and select the desired end date; leave the left-hand date field blank
— to limit the search to studies whose issue reporting date occurs between two specific dates, select the desired start date using the left-hand calendar widget and the end date using the right-hand calendar widget
Note that the Issue Type and Issue Reporting Range fields can be used individually or in combination to search by reported issues.
Study Key Words
Use the Study Key Words field to search for studies by keyword.
Enter desired Key Words to use this search option.
Find A Study Application Find Options
Click the Application Find Options button to create and save application (module) -specific filters for re-use as needed.
Note that Application Find Options filters can be used in conjunction with any other search criteria and filters on the Find a Study page, including Advanced Find Options.
The Find A Study: Application Search Filters page opens.
Click the Cancel button to close the page without making changes and/or applying filters to the current search.
Click the Add a New Application Filter button to open an add panel.
Enter the desired Filter Name.
Select “Yes” or “No” for Share this Filter. A selection of “Yes” makes the filter available to other iRIS™ users, a selection of “No” keeps the filter private to the person who created it.
Enter any desired Comments (e.g., a description of the filter’s purpose).
Click the Add a new Filter Criteria button to construct the filter.
As shown below, available text entry fields and dropdown lists are activated.
The activated fields are used to filter search results based on the answer(s) to specific question(s) in the study/project application form.
In this example, the filter will limit search results to those studies where the justification for using animal subjects is based on complexity of the study model, and all study animals are expected to survive. Two different study application criteria must be added to the filter:
— a rationale of “The complexity of the processes being studied cannot be duplicated or modeled in a simpler system,” must be selected in response to the Animal Justification field in Section 7.2 of the IACUC study application, as shown below
— the answer to the question, “Is death (without euthanasia) a planned endpoint of the study?” must be “No” in section 7.11 of the IACUC study application, as shown below
The Order field dictates the priority level of the criteria item in the overall filter. When the filter consists of a single criterion, the Order for that criterion is “1”. When multiple criteria are added to the filter their Order values can vary.
Click in the What Application? field and select the applicable application/module from the dropdown list. In this example the “IACUC APPLICATION (ANIMALS)” option is selected, as shown below.
The What Section? and What Question? dropdown lists are automatically populated with items applicable to the application/module selected in the What Application? field.
Click in the What Section? field and select the study application section in which the first question applicable to the filter is found from the dropdown list. In this example the “(400) - Project Description and Procedures” section is selected, as shown below.
Click in the What Question? field and select the question applicable to the filter from the dropdown list. In this example the “(22) – Animal justification” question is selected, as shown below.
Recall that in the IACUC study application four possible answers to this question and an explanation field are provided, as shown below.
Two components, or columns, are stored as the answer to this question.
The first column contains one or more entries of the number(s) one (1) to four (4), indicating which checkbox(es) is(are) selected. Multiple entries can be stored in the response because the user can select more than one checkbox. In the iRIS™ database this column is named “IACUC_ANI_JUST”.
The second column contains any text entered in the “Provide further explanation of your selection(s) made above:” text box. In the iRIS™ database this column is named “IACUC_ANI_JUST_EXP”.
Note: Because column titles are not always named in descriptive, plain English, strong knowledge of the fields and tables involved in constructing the filter is required to avoid errors.
Click in the What Column? field and select the column that contains the data value applicable to the filter from the dropdown list. In this example “IACUC_ANI_JUST” is selected.
As shown below, because the answer to this question offers four possible options in response, a “Which Option?” field is added.
As explained above, the dropdown select list contains four options. In this example the first option (“The complexity of the processes being studied cannot be duplicated or modeled in a simpler system.”) is selected, as shown below.
Click in the Comparator field and select the desired item from the dropdown list. Comparators are used as follows:
— EQUAL is used for comparisons against either text or numeric field values and is equivalent to the “=“mathematical operator; the Value entered for comparison must exactly match the value entered in the application form, including all letters, spaces and characters when used for text field comparisons
— NOT EQUAL is used for comparisons against either text or numeric field values and is equivalent to the “≠“mathematical operator; the Value entered for comparison must exactly match the value being compared in the application form, including all letters, spaces and characters when used for text field comparisons (e.g., NOT EQUAL to “Syrian hamsters” is not the same comparison as NOT EQUAL to “hamster”; the former comparison would exclude all records containing the specified species “Syrian Hamsters”, the latter would exclude all records with the word “hamster” anywhere in the species field)
— LESS THAN is used for numeric field value comparisons only, and is equivalent to the “<“ mathematical operator
— LESS THAN EQUAL is used for numeric field value comparisons only, and is equivalent to the “≤“ mathematical operator
— GREATER THAN is used for numeric field value comparisons only, and is equivalent to the “>“ mathematical operator
— GREATER THAN EQUAL is used for numeric field value comparisons only, and is equivalent to the “≥“ mathematical operator
Select the Value against which the Comparator will be used.
In the case of Yes/No select checkboxes or radio buttons three possible options may be shown in the Value column:
— “Yes”, which is the value stored in the database when the checkbox/radio button for the item is selected
— “No”, which is the value stored in the database when the checkbox/radio button for the item is not selected
— “Not Set”, which is the value stored in the database when no checkbox(es)/radio button(s) for the item is(are) selected, indicating that the question was not answered; this option is only available for fields where a response is not required in the study application, or for draft applications where the question has not yet been answered
The example shown below demonstrates behavior of the Value field when the filter comparison is against a text entry.
In this type of comparison, the Value column contains a text entry field. If anything is entered in the field in error click the small “x” at the far right of the field (yellow arrow in screenshot above) to clear it, then enter the desired Value.
Returning to the original filter example, a second filter criterion is required to fulfill the filter parameters. Click the Add a new Filter Criteria button to add another filter criterion.
An additional row of fields is activated in the lower section of the popup, as shown below.
Follow the same steps as for the first criterion row to populate the new row. In this example, the second comparison is against the answer to the question, “Is death (without euthanasia) a planned endpoint?”
The filter in this example is now complete. If additional criteria rows are needed, click the Add a new Filter Criteria button and follow the steps outlined above to add and populate them.
If any criteria are added in error, click the delete icon in the far-left column to remove the unwanted criteria. A confirmation popup window displays.
Click CANCEL to close the popup without deleting the criterion.
Click CONFIRM to delete the record and close the popup.
Back on the Find A Study: Add Application Search Filter add panel popup, click the Return to List button to close the popup without saving the filter.
Click the Save button to save the filter and close the popup.
The filter is added on the Find A Study: Application Search Filters page.
Click the icon in the Edit column (shown below) for any filter on the page to reopen the add panel for that filter and make revisions.
Click the icon in the Delete column (shown below) for any filter on the page to delete the associated filter.
A confirmation popup window displays.
Click CANCEL to close the popup without deleting the filter.
Click CONFIRM to delete the filter and close the popup.
Select the radio button in the Select column to display a preview of Criteria to Apply for the applicable filter, as shown below.
Note that temporary changes can be made to active fields in the Criteria to Apply preview before applying the filter, but these changes will not be saved to the filter. To make and save changes to the filter, click the icon in the Edit column.
Click the Cancel button to close the Find A Study: Application Search Filters page without applying the selected filter.
Click the Apply button to close the page and apply the selected filter. As shown below, the Application Find Options button on the Find A Study page updates with a yellow background and green checkmark to indicate saved application filters are in use.
Application Find Options remain active on the Find a Study page until the filter selection is cleared.
Where more than one Application Find Options filter is in use, to clear an active filter click the Application Find Options button to reopen the Find A Study: Application Search Filters page. Clear the Select column radio button for any filter(s) to be removed from the search and click the Apply button at the bottom of the page.
Click the Reset Find Options button on the Find a Study page to clear all selected filters and/or search criteria.
Application Find Options filters can be used in conjunction with any other search criteria and filters on the Find a Study page, including Advanced Find Options.
Find a Study Results Section
As shown in the screenshot below, after search criteria and filters are applied and the Find button is clicked, results are displayed in the lower part of the Find a Study page.
Columns in the results section of the page are:
Open – click the icon in this column to open the associated study for viewing or continued processing; see the Study Assistant – Study Management manual for more information about processing studies not yet submitted, and the IACUC Assistant – Submission Processing manual for more information about processing submissions
Study Status - current study status (e.g. Open, Pending, Draft, Completed)
IACUC Number – IACUC number assigned to the study, if any
IACUC Expiration Date – IACUC expiration date, if any
Note that the title and contents of the IACUC Number and IACUC Expiration Date columns are dictated by the Display Projects by filter setting in the upper part of the Find a Study page, shown below.
Study Number - Study Number/Nickname given to the study in the Study Application
Study Title - Study Title entered in the Study Application
Principal Investigator - name of the Principal Investigator on the study
Sponsor –name of the Sponsor on the study
Submissions
Navigate to Animal Resource Center > ARC Workspace and click the Submissions icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Submissions icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Board Submissions page opens.
This page provides access for viewing and continued processing of all ARC submissions sent to the review board.
See the IACUC Assistant – Submission Processing manual for more information.
Orders
Navigate to Animal Resource Center > ARC Workspace and click the Orders icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Orders icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Orders page opens.
This page is where animal orders are managed, tracked and reconciled. Each tab on the page encompasses a different stage of order processing, and order records move through the various tabs as their processing statuses are updated.
See the Animal Resource Center — Orders and Billing Processing manual for more information.
Find an Order
Navigate to Animal Resource Center > ARC Workspace and click the Find an Order icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Find an Order icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Find an Order page opens.
Orders in all statuses can be accessed from this page. For more information about the data items shown in the result set and order processing in general, see the Animal Resource Center — Orders and Billing Processing manual.
As shown below an Open column is provided in the result set to open orders for viewing or processing, and a Find an Order Filters form is provided at the top of the page for entry of search criteria.
The Find an Order Filters form is shown in isolation for the remainder of this section.
Orders can be searched by any combination of the fields in the Find an Order Filters section. Enter desired criteria (see details, following screenshot below) and click the Find button.
Text entry fields are provided to search by full or partial Requisition Number, Order Number, IACUC Number and/or Study / Protocol Number.
The Principal Investigator (PI) text entry field can be used to search by full or partial PI name and includes a button to toggle the search between Active or Inactive PIs. As shown below, the button is toggled to Active by default.
Click the Active button to toggle it to Inactive, as shown below.
Note that it is not possible to search by both Active and Inactive PIs simultaneously.
As shown below, the Vendor dropdown provides a picklist to filter the search by vendor name. Click an item in the list to select it.
Note that available Vendor names are configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Business Associate List link.
As shown below, the Order Status dropdown provides a picklist to filter the search by order status. Click an item in the list to select it.
Note that available Order Statuses are configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Order Status link.
As shown below, two options are provided for searching by date: Date Order Placed and Expected Delivery Placed (expected delivery date). Functionality is the same for both.
Click in the first field to open a dropdown list of months. Click the applicable month to select it.
To search for orders placed on a specific day, enter the desired day of the month in the second field and the four-digit year in the last field. To search for orders placed on any day in a certain month, leave the center (day) field blank and enter the desired four-digit year in the last field, as shown below.
After all desired criteria are entered click the Find button to load results in the lower part of the Find an Order page.
Clear all Find an Order Filters fields and click the Find button again to clear search criteria.
Cage Cards
Navigate to Animal Resource Center > ARC Workspace and click the Cage Cards icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Cage Cards icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Cage Card page opens with all cage card records listed by default.
See the Animal Resource Center — Livestock Management manual for more information.
Material Order
Navigate to Animal Resource Center > ARC Workspace and click the Material Order icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Material Order icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Manage Material Order page opens.
See the Animal Resource Center — Orders and Billing Processing manual for more information.
Charge Ticket
Navigate to Animal Resource Center > ARC Workspace and click the Charge Ticket icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Charge Ticket icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Charge Ticket page opens.
See the Animal Resource Center — Orders and Billing Processing manual for more information.
Room Status
Navigate to Animal Resource Center > ARC Workspace and click the Room Status icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Room Status icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Room Status page opens.
See the Animal Resource Center — Livestock Management manual for more information.
Generate Census
Navigate to Animal Resource Center > ARC Workspace and click the Generate Census icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Generate Census icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Generate Census page opens.
See the Animal Resource Center — Livestock Management manual for more information.
Per Diem Collection
Navigate to Animal Resource Center > ARC Workspace and click the Per Diem Collection icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Per Diem Collection icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Per Diem Collection Dates page opens.
See the Animal Resource Center — Orders and Billing Processing manual for more information.
ARC Animal Scheduling
Navigate to Animal Resource Center > ARC Workspace and click the ARC Animal Scheduling icon, shown below.
Note that because the user has the option to rearrange icons on this page, the ARC Animal Scheduling icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Department Calendar page opens. Animal procedures, services and treatment plans scheduled via either ARC Workspace > Task Assignment or ARC Workspace > Find an Animal > [animal profile opened] > Scheduling tab are shown on this page.
Events scheduled up to twelve (12) months in the past or future are included.
Note the page elements highlighted with color in the screenshot above:
Red Arrow — use this control to select the month and year from the current month up to twelve (12) months in the past or future; click on the control to open a dropdown picklist of months
Red Boxes — use these controls to scroll through available months or jump directly to the current day (box at upper left), or to limit the calendar view to a specific month, week or day (box at upper right); click the desired control to activate it
Blue Arrow — where a given day has more items scheduled than can be displayed in the current view, a linked count of additional items is provided; click the linked text to open a popup window displaying all events scheduled on the selected day
Orange Box — click the Print Friendly button to open a print-friendly version of the current view in a new window; the print-friendly view excludes interactive page controls, but adds Print and Close buttons
Billing Dashboard
Navigate to Animal Resource Center > ARC Workspace and click the Billing Dashboard icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Billing Dashboard icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Billing Dashboard page opens.
See the Animal Resource Center — Orders and Billing Processing manual for full Billing Dashboard details.
Find an Animal
Navigate to Animal Resource Center > ARC Workspace and click the Find an Animal icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Find an Animal icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Find an Animal page opens.
See the Animal Resource Center — Livestock Management manual for more information.
Task Assignment
Navigate to Animal Resource Center > ARC Workspace and click the Task Assignment icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Task Assignment icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Task Assignment page opens.
See the Animal Resource Center — Livestock Management manual for more information.
Space Availability Reference
Navigate to Animal Resource Center > ARC Workspace and click the Space Availability Reference icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Space Availability Reference icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Animal Space Request Availability Reference page opens.
See the Animal Resource Center — Livestock Management manual for more information.
Analyst Dashboard
Navigate to Animal Resource Center > ARC Workspace and click the Analyst Dashboard icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Analyst Dashboard icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Analyst Dashboard page opens.
See the IACUC Assistant – Analyst Dashboard manual for more information.
Reviewer Assignment
Navigate to Animal Resource Center > ARC Workspace and click the Reviewer Assignment icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Reviewer Assignment icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Assigned Submissions for Review page opens.
See the Reviewer Assignment section of the IACUC Assistant manual for more information.
Reviewer Dashboard
Navigate to Animal Resource Center > ARC Workspace and click the Reviewer Dashboard icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Reviewer Dashboard icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Reviewer Dashboard page opens.
See the IACUC Assistant– Reviewer Dashboard manual for more information.
Meeting Agenda
Navigate to Animal Resource Center > ARC Workspace and click the Meeting Agenda icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Meeting Agenda icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Board Meeting Agenda page opens.
See the IACUC – Meetings manual for more information.
Meeting Minutes
Navigate to Animal Resource Center > ARC Workspace and click the Meeting Minutes icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Meeting Minutes icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Meeting Minutes Archive page opens.
See the IACUC – Meetings manual for more information.
Meeting Manager
Navigate to Animal Resource Center > ARC Workspace and click the Meeting Manager icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Meeting Manager icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Meeting Manager page opens.
See the IACUC – Meetings manual for more information.
Meeting Availability
Navigate to Animal Resource Center > ARC Workspace and click the Meeting Availability icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Meeting Availability icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Board Meeting Availability page opens.
See the IACUC – Meetings manual for more information.
Outstanding Responses
Navigate to Animal Resource Center > ARC Workspace and click the Outstanding Responses icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Outstanding Responses icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Response Due page opens.
See the Outstanding Responses section of the IRB Assistant manual for more information.
Stipulations Tracking
Navigate to Animal Resource Center > ARC Workspace and click the Stipulations Tracking icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Stipulations Tracking icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Stipulations Tracking page opens.
See the Stipulations Tracking section of the IRB Assistant manual for more information.
Letter Signoff
Navigate to Animal Resource Center > ARC Workspace and click the Letter Signoff icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Letter Signoff icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Assigned Letter Signoff List page opens.
See the Letter Signoff section of the IRB Assistant manual for more information.
Correspondence
Navigate to Animal Resource Center > ARC Workspace and click the Correspondence icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Correspondence icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Board Correspondence page opens.
See the Correspondence section of the IACUC Assistant - Submission Processing Manual for more information.
Audit System Notifications
Navigate to Animal Resource Center > ARC Workspace and click the Audit System Notifications icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Audit System Notifications icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Setup Audit Notifications page opens.
See the Audit Notifications section of the IRB Assistant manual for more information.
Grant User Access & Define Roles
Navigate to Animal Resource Center > ARC Workspace and click the Grant User Access & Define Roles icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Grant User Access & Define Roles icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Grant User Access & Define Roles page opens.
See the System Administration – User Accounts manual for more information.
User Training
Navigate to Animal Resource Center > ARC Workspace and click the User Training icon, shown below.
Note that because the user has the option to rearrange icons on this page, the User Training icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the User Training List page opens.
See the System Administration – User Training manual for more information.
Reports
Navigate to Animal Resource Center > ARC Workspace and click the Reports icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Reports icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Reports page opens.
See the Animal Resource Center — Reports manual for more information.
Review Board Administration
Navigate to Animal Resource Center > ARC Workspace and click the Review Board Administration icon, shown below.
Note that because the user has the option to rearrange icons on this page, the Review Board Administration icon may not appear in the same location on every user’s ARC Workspace page.
As shown below, the Review Board Administration page opens.
See the Animal Resource Center – Review Board Administration manual for more information.
ARC Workspace Task List
To access the ARC Workspace navigate to iRIS™ Home > My Workspaces menu > Animal Resource Center > Animal Resource Center Workspace link.
The ARC Workspace page is opened.
The user’s task list is accessed in the lower part of the workspace, as shown in the screenshot below.
Two tabs are available in the task list and two buttons are provided to filter the tasks shown on those tabs by completion status.
The All Tasks tab contains a listing of all the user’s tasks, including both notifications (e.g., review board notifications, role assignment notifications, etc.) and tasks that must be completed before study application/submission processing can proceed (e.g., request for corrections, review and signoff request, etc.).
The Study Tasks tab contains a listing of all the user’s tasks that must be completed before study application/submission processing can proceed.
When the Outstanding button is selected with either tab open, the open tab only displays outstanding (incomplete) tasks and provides options to continue processing those tasks. The open tab also includes a select column for hiding individual task items when the Outstanding button is selected.
When the Completed button is selected with either tab open, the open tab only displays completed tasks and does not include a select column for hiding individual tasks. Options to continue processing tasks are also not available, as selecting the Completed button limits either tab to listing tasks that are already complete.
As shown in the screenshot below, by default, the task list loads with the All Tasks tab open and the Outstanding button selected (red boxes), which means that all the user’s outstanding tasks are listed.
All Tasks Tab
As shown in the screenshot below, the All Tasks tab includes a Task List filter that allows the user to filter items shown in the All Tasks tab by task type. The filter is applied the same way whether the All Tasks or Study Tasks tab is open.
Click an option in the dropdown list to select it, limiting items shown in the task list to those of the selected type. In the example below, Submission Response is selected in the dropdown Task List.
When the Outstanding button is selected, a Click to open column is provided in the task list. Click the icon in the Click to open column for any item in the list to open the associated document or system page.
In the example below, the Click to open icon was clicked for the first task list item shown above, “Conflict of Interest Analyst Assignment”.
When a task list item is opened, the user can continue with processing the item directly from within the ARC Workspace. As shown below, when a tab with interactive elements is selected those elements are unlocked.
When the Outstanding button is selected, a select column is provided in the task list. Select the checkbox in the far-left column for any item in the list to enable the Clear Selected Task(s) button.
Select the desired checkbox(es) and click the Clear Selected Task(s) button to remove those tasks from the list. A warning popup appears, indicating that items cleared from the list in this manner are merely hidden from the list, not marked as complete.
Click the CANCEL button to close the popup without removing the selected task(s) from the list.
Click the CONFIRM button to remove the selected task(s) and close the popup.
In the example below, the “Conflict of Interest Analyst Assignment” item shown at the top of the list in previous screenshots is removed from the list and the “result(s) found” count is reduced by one.
All Tasks Tab Settings
Click the gear icon in the upper right corner of the page to open the All Tasks tab settings menu.
The Filter List By select options dictate how many task items are shown on each page of the list.
Click the Close Task Panel link to minimize the entire task list, as shown below.
Click the gear icon again and click the Open Research Task Panel link to re-open the task list.
Study Tasks Tab
As shown in the screenshot below, the Study Tasks tab provides a list of study tasks that includes identifying study details and status information.
Use the Search field at the upper right to search the Study Tasks list by RB Number, Title or Alias.
Open the Task List dropdown to filter the Study Tasks list by the type of task. The dropdown auto-populates with all task types contained in the overall list. Click the desired filter item to apply it to the list.
Open the Board dropdown to filter the Study Tasks list by board type. The dropdown auto-populates with all board types contained in the overall list. Click the desired filter item to apply it to the list.
Study Tasks Tab Settings
Click the gear icon at the upper right to open the Study Tasks settings menu.
Click the Close Research Task Panel link, shown above, to minimize the entire task list, as shown below.
Click the gear icon again and click the Open Research Task Panel link to re-open the task list.
Click the Display RB Association link in the settings menu, shown below, to specify which board associations are shown in the Review Board column (red boxes in screenshot below).
The Display RB Association popup, shown below, is opened.
Select the checkbox(es) for the board associations to be shown, where applicable, in the Review Board column on the Study Tasks tab.
Click the Cancel button to close the popup without applying changes.
Click the Apply button to close the popup, save changes and apply them to the Review Board column on the Study Tasks tab.
The Organize Columns link in the settings menu, shown below, is used to add an additional data field to the Study Tab display.
Click the Organize Columns link in the settings menu (shown above) to open the Organize Columns popup (shown below).
Select the checkbox for the item you’d like to add to the Study Tasks tab display. In the example above, Reference Number is selected.
Click Cancel to close the popup without applying changes.
Click Apply to add the selected item to the Study Tasks tab display, as shown below.
Notice that a Details column is added. By default, when the column is added all its icons are plus signs.
Click the plus sign in the Details column for any row to view the contents of the field that was added on the Organize Columns popup. The plus sign turns into a minus sign and the field is displayed beneath the applicable task list item.
Click the minus sign in the Details column to hide the added field. The minus sign turns into a plus sign and the field is no longer displayed beneath the applicable task list item.