The iRIS™ Animal Resource Center (ARC) module groups tasks relevant to management and tracking of subject animals in research studies. ARC includes tools to assist with livestock management, livestock facilities management, materials ordering and billing, and study documentation and processing.
This manual is focused on setup and administration of livestock records and the records of personnel with specific livestock responsibilities (e.g., veterinarian, transfer coordinator).
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.
Setup Veterinarian Profile
Veterinarians who are set up as iRIS™ users can be assigned to the veterinarian role for animal subject studies in iRIS™. For more information about setting up user accounts, see the iRIS™ System Administration manual.
To access the veterinarian profile area of the system, navigate to ARC > Review Board Administration and click the Setup Veterinarian Profile link on the System Setup tab.
The Setup Veterinarian Profiles page is opened.
Note the Default column. One user record must be assigned as the Default veterinarian on this page.
Add Veterinarian Profile
Navigate to ARC > Review Board Administration and click the Setup Veterinarian Profile link on the System Setup tab.
The Setup Veterinarian Profiles page is opened.
Click the Add a New Profile button to assign a user record as a veterinarian for animal studies. The Search User form opens.
Click the close icon (red X in the upper right corner) to close the form without looking up a user.
To look up a user for assignment as a veterinarian, enter full or partial Last Name and/or First Name search criteria and click the Find User/Search Directory button. A list of matching users is returned.
Click the icon in the Select column for the desired user record. The user record is opened.
Note that the record is opened as read-only, no edits to the user record can be made directly on this panel. User records must be edited under User Accounts. For more information about editing user accounts, see the iRIS™ System Administration manual.
Click the Back button to return to the Setup Veterinarian Profiles page without assigning the user as a veterinarian on animal studies.
Click the Save Profile button to close the user record and assign the user to a veterinarian role for animal studies. The user is added on the Setup Veterinarian Profiles page.
View Veterinarian Profile
The list of iRIS™ users assigned to the role of veterinarian is accessed under ARC > Review Board Administration > [System Setup tab] > Setup Veterinarian Profile link.
The Setup Veterinarian Profiles page is opened.
Click the icon in the Edit column for the applicable record to open it for viewing.
Note that the record is opened as read-only, no edits to the user record can be made directly on this page. User records must be edited under User Accounts. For more information about editing user accounts, see the iRIS™ System Administration manual.
Click either the Back button or the Save Profile button to return to the Setup Veterinarian Profiles page.
Delete Veterinarian Profile
Navigate to ARC > Review Board Administration and click the Setup Veterinarian Profile link on the System Setup tab.
The Setup Veterinarian Profiles page is opened.
Note that deleting a veterinarian profile removes the user from the list of veterinarians available for assignment to animal studies but does not delete the underlying user record.
Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Profile(s) button. As indicated in the screenshot above, in this example the first profile is selected and the delete button has been clicked. A confirmation popup window appears.
Click the CANCEL button to close the popup window without deleting the profile.
Click the CONFIRM button to proceed with profile deletion. In this case, a second warning popup window appears because the profile to be deleted is designated as the default profile.
To resolve this error, a different veterinarian profile must be designated as the default.
Select the radio button in the Default column for the applicable profile to designate it as the default. In the example shown below, the second profile has been designated as the default (blue box).
Select the checkbox(es) in the far-left column for the profile record(s) to be deleted and click the Delete Selected Profile(s) button. A confirmation popup window appears.
Click the CANCEL button to close the popup window without deleting the profile.
Click the CONFIRM button to proceed with profile deletion. The user profile is removed from the list on the Setup Veterinarian Profiles page.
Setup Transfer Coordinator Profile
The transfer coordinator manages transfers of livestock from one location or study/protocol to another. One example would be transferring study animal subjects from a breeding population to a specific room associated with a study.
To access the transfer coordinator profile area of the system, navigate to ARC > Review Board Administration and click the Setup Transfer Coordinator Profile link on the System Setup tab.
The Setup Transfer Coordinator Profiles page is opened.
Note the Default column. One user record must be assigned as the Default transfer coordinator on this page.
Add Transfer Coordinator Profile
Navigate to ARC > Review Board Administration and click the Setup Transfer Coordinator Profile link on the System Setup tab.
The Setup Transfer Coordinator Profiles page is opened.
Click the Add a New Profile button to assign a user record as a transfer coordinator for animal studies. The Search User form opens.
Click the close icon (red X in the upper right corner) to close the form without looking up a user.
To look up a user for assignment as a transfer coordinator, enter Last Name and/or First Name search criteria and click the Find User/Search Directory button. A list of matching users is returned.
Click the icon in the Select column for the desired user record. The user record is opened for review.
Note that the record is opened as read-only, no edits to the user record can be made directly on this page. User records must be edited under User Accounts. For more information about editing user accounts, see the iRIS™ System Administration manual.
Click the Back button to return to the Setup Transfer Coordinator Profiles page without assigning the user as a transfer coordinator on animal studies.
Click the Save Profile button to close the user record and assign the user to the role of transfer coordinator for animal studies. The user is added to the list on the Setup Transfer Coordinator Profiles page.
View Transfer Coordinator Profile
The list of iRIS™ users assigned to the role of transfer coordinator for livestock is accessed under ARC > Review Board Administration > [System Setup tab] > Setup Transfer Coordinator Profile link.
The Setup Transfer Coordinator Profiles page is opened. Click the icon in the Edit column to view a record shown in the list.
The user profile is opened for viewing.
Note that the record is opened as read-only, no edits to the user record can be made directly on this page. User records must be edited under User Accounts. For more information about editing user accounts, see the iRIS™ System Administration manual.
Click either the Back button or the Save Profile button to return to the Setup Transfer Coordinator Profiles page.
Delete Transfer Coordinator Profile
Navigate to ARC > Review Board Administration and click the Setup Transfer Coordinator Profile link on the System Setup tab.
The Setup Transfer Coordinator Profiles page is opened.
Note that deleting a transfer coordinator profile removes the user from the list of transfer coordinators available for assignment to animal studies, but it does not delete the underlying user record.
Select the checkbox(es) in the far-left column to select the profile record(s) to be deleted and click the Delete Selected Profile(s) button. As indicated in the screenshot above, in this example the second profile is selected and the delete button has been clicked. A confirmation popup window appears.
Click the CANCEL button to close the popup window without deleting the profile.
Click the CONFIRM button to proceed with profile deletion. In this case, a second warning popup window appears because the profile to be deleted is designated as the default profile. Note that the same warning popup is used for both Default Veterinarian and Default Transfer Coordinator.
To resolve this error, a different transfer coordinator profile must be designated as the default.
Select the radio button in the Default column for the applicable profile to designate it as the default. In the example shown below, the first profile has been designated as the default (blue box).
Select the checkbox(es) in the far-left column for the profile record(s) to be deleted and click the Delete Selected Profile(s) button. A confirmation popup window appears.
Click the CANCEL button to close the popup window without deleting the profile.
Click the CONFIRM button to proceed with profile deletion. The user profile is removed from the list on the Setup Transfer Coordinator Profiles page.
Setup Treatment Plan Templates by Species
Many institutions have developed standardized treatment plans for the animal subjects involved in their research studies. The iRIS™ system includes a treatment plan template function that allows for setup, editing and maintenance of standardized treatment plans.
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
The page contains a table listing treatment plan templates with the following columns:
— Delete: click this icon to delete the applicable treatment plan template; see the Delete Treatment Plan Template section of this manual for more information
— Edit: click this icon to open the applicable treatment plan template for editing; see the Edit Treatment Plan Template section of this manual for more information
— Show Comments: click the plus sign in this column to expand the Comments field for the applicable record, as demonstrated in the screenshot below
— Species Name: list of species to which the template is applicable
— Template Name: title of the template
— Published?: indicates whether the applicable template is published and available for use by study personnel (“Yes”) or still in draft form and hidden from study personnel (“No”)
— Last Modified By: if a published template has been revised, the name of the iRIS™ user who most recently unpublished and revised the template is shown here; if the template has never been revised since initial publication this field is blank
— Date Modified: if a published template has been revised, the date of the most recent revision is shown here; if the template has never been revised since initial publication this field shows the date the draft template was created
— Copy: when creating a new template that’s very like an existing template, click this icon to “clone” the template that’s most like the desired new template; see the Copy Treatment Plan Template section of this manual for more information
Treatment Plan Template Icons
The following icons are used in iRIS™ pages where treatment plan elements appear.
Add Treatment Plan Template
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
Click the Add a New Template button. As shown below, an add popup is opened for creation of the new record.
Enter a unique Template Name. Use the Comments field to enter a brief description of the template.
Click the red X in the upper right corner to close the popup without creating the new template. Click the Save Template button to save the new template.
As shown below, an add panel is opened for entry of additional template details.
Click the Cancel- Return to list button to save the template record in draft form, with only the Plan Name (Template Name in the add popup) and Comments fields populated. As shown below, the draft template is added to the list on the Setup Treatment Plans by Species page.
Click the icon in the Edit column of a draft template to open it for editing.
Click the Save Animal Treatment Plan button at any time to save the template in draft form and return to the main Setup Treatment Plan Templates by Species list page.
Click in the Species Name field to assign species for the template.
As shown below, a panel containing the Species Name dropdown list opens. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup > Animal Species Configuration List link.
Click in the field to expand the dropdown list, then click to select the desired Species Name. Note that Species must be added individually, the dropdown list does not allow for multiple selection. Note also that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup > Animal Species Configuration List link.
As shown below, the selected Species Name is shown in the Species Name field.
Click the Cancel button to close the Species Name list panel without assigning the selected Species Name to the template.
Click the Submit button to close the Species Name list panel and assign the selected Species Name to the template. As shown below, the selected Species Name is added.
Click the Add Species button and repeat the steps provided above to assign more species to the template.
Click the red X icon to the left of the Species Name to delete that species from the template. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the species.
Click the CONFIRM button to confirm deletion of the species and close the popup.
Back on the add panel, click the Add Tasks button to create the new treatment plan.
The Select a Animal Plan Task Type popup opens to prompt selection of a task type.
Available options are:
— Animal Procedure: used for medical or physical interventions of any kind; note that the list of available Animal Procedures is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Procedure & Service Configuration List link
— Animal Services: used for services needed to maintain healthy stock that do not involve physical contact with the animals (e.g., cage cleaning, feeding, etc.); note that the list of available Animal Services is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Procedure & Service Configuration List link
— Animal Data Collections Forms: used to add data collection and/or documentation tasks; note that available Animal Data Collections Forms are configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Document Categories Configuration List
— Animal Event: used to add a collection of tasks to the template as a single line item; an Animal Event can include any of, or all the above task types; see the Create Animal Event subsection of this manual, immediately following the current section, for more information about configuring Animal Events
In this example the Animal Services link is selected. The following process is the same when Animal Procedure is selected. As shown below, the Add Animal Plan Task Type popup window opens for selection of a desired task.
Note that tasks must be added individually in the Add Animal Plan Task Type popup, there is no multi-select option. Multiple tasks must be grouped as an Animal Event in order to be added in a single step. See the Create Animal Event subsection of this manual, immediately following the current section, for more information about configuring Animal Events.
Click the Cancel button to close the popup and return to the Setup Treatment Plan Templates by Species add panel without adding any tasks to the treatment plan.
Click the Back to Task Selection button to return to the Select a Animal Plan Task Type popup to select a different task type.
Click the icon in the Select column for the applicable task to add it to the treatment plan. As shown below, the task is added on the treatment plan add panel.
Click the icon in the Delete column to delete the task. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the task.
Click the CONFIRM button to confirm deletion of the task and close the popup.
Note that the Add SubTask and View Details columns are only applicable to Animal Events. See the Create Animal Event subsection of this manual, immediately following the current section, for more information about configuring Animal Events.
Back on the Setup Treatment Plan Templates by Species add panel, with the task still in place, enter desired values in the provided fields to complete configuration of the task:
— Offset: how many Days / Weeks / Months from the selected Readjust Method (second field to the right of Offset) this task is first scheduled; click in the Days field to open a dropdown list that includes Weeks and Months options, shown below
— Window: how many days before or after the scheduled task date the task can be completed; in this example the task is to be completed every other day, so the default value of 0 Days Minus is left in place and a value of 1 Days Plus is entered; as with the Offset field, a dropdown list is provided for selection of Days, Weeks or Months
— Readjust Method: the start date from which any Offset field values are to be applied
Select “Treatment start date” in the Readjust Method field to offset beginning from the start of animal subject treatment or holding. This selection is commonly used for tasks that are not dependent on any specific study activity.
Select “Last Completed Visit – Target Date” in the Readjust Method field to offset beginning from the date of the most recently scheduled visit by veterinary or study personnel, whether the visit occurred on that date or not. This selection is commonly used for events that are intended to be completed after, or near, scheduled visits from veterinary or study personnel. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the scheduled visit.
Select “Last Completed Visit – Assessment Date” in the Readjust Method field to offset beginning from the date of the most recent assessment by veterinary or study personnel. This selection is commonly used for events that are intended to be completed after, or near, veterinary or study personnel assessments of subject animals. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the assessment.
An example of a complete task entry is shown in the screenshot below. Notice that all data entry fields on the page remain unlocked while the template is unpublished.
Click the Add Tasks button and follow the steps outlined above to add more tasks to the treatment plan.
Click the Save Animal Treatment Plan button to save the treatment plan in draft (unpublished) form.
Click the Publish Template button to publish the template. As shown below, all data entry fields are locked and only two buttons are provided: Cancel- Return to list and UnPublish Template.
Click the UnPublish Template button to return the treatment plan to draft status, unlocking all data entry fields and reactivating the Add Tasks, Publish Template and Save Animal Treatment Plan buttons.
Create Animal Event
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
Click the Add a New Template button. As shown below, an add popup is opened for creation of the new record.
Enter a unique Template Name. Use the Comments field to enter a brief description of the template.
Click the red X in the upper right corner to close the popup without creating the new template. Click the Save Template button to save the new template.
As shown below, an add panel is opened for entry of additional template details.
Click in the Species Name field to assign species for the template. As shown below, a panel containing the Species Name dropdown list opens. Note that Species must be added individually, the dropdown list does not allow for multiple selection. Note also that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup > Animal Species Configuration List link.
Click to select the desired Species Name. As shown below, the selected Species Name is shown in the Species Name field.
Click the Cancel button to close the Species Name list panel without assigning the selected Species Name to the template.
Click the Submit button to close the Species Name list panel and assign the selected Species Name to the template. As shown below, the selected Species Name is added.
Click the Add Species button and repeat the steps provided above to assign more species to the template.
Click the red X icon to the left of the Species Name to delete that species from the template. A confirmation popup dialog box appears
Click the CANCEL button to close the popup without deleting the species.
Click the CONFIRM button to confirm deletion of the species and close the popup.
Back on the add panel, after all desired Species Names are added click the Add Tasks button to create the new treatment plan.
The Select a Animal Plan Task Type popup opens to prompt selection of a task type.
Click the Animal Event link to add a collection of tasks to the template as a single line item. Note that an Animal Event can include any of, or all the other task types. As shown below, the Add Animal Plan Task Type popup window opens for selection of tasks to be included in the Animal Event.
Click the Back to Task Selection button to return to the Select a Animal Plan Task Type popup.
Click the Cancel button to return to the Setup Treatment Plan Templates by Species List page.
Enter a unique Task Name for the event.
Enter any desired Description of the event.
Select the checkboxes in the Select column(s) for all tasks to be included in this event.
Note that in the example screenshot above, no Animal Data Collection Forms are configured for the selected species so no line items are provided in that section of the popup. Any Animal Data Collection Forms that are configured for the selected species would be included here.
An example of the filled popup is shown below. In this example, only items in the Animal Services section of the popup are selected.
Click the Create Event Task button to save the event. As shown below, the event is added as a line item on the Setup Treatment Plan Templates by Species add panel, where data entry fields are provided to complete configuration of the Animal Event. All data entry fields on the add panel remain unlocked for editing until the template is published.
Because the item added is an Animal Event, not an individual task, a folder icon appears to the left of the Task Name field and the Add SubTask and View Details columns are populated with action icons.
Click the icon in the Delete column to delete the Animal Event. CAUTION: this action will delete the entire event, including all its tasks. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the Animal Event.
Click the CONFIRM button to confirm deletion of the Animal Event and close the popup.
Back on the add panel, with the Animal Event still in place, click the icon in the Add SubTask column to reopen the Add Animal Plan Task Type popup and add more tasks to this Animal Event.
Click the plus sign in the View Details column to expand the full list of tasks included in the Animal Event, as shown below. Click the plus sign again to collapse the task list.
Click the icon in the Delete column for any individual task to remove that task from the Animal Event. A confirmation popup dialog box appears
Click the CANCEL button to close the popup without deleting the task.
Click the CONFIRM button to confirm deletion of the task and close the popup.
Enter desired values in the provided fields to complete configuration of the Animal Event, bearing in mind that entries in these fields will be applied to all tasks in the Animal Event:
— Offset: how many Days / Weeks / Months from the selected Readjust Method (second field to the right of Offset) this event is first scheduled; click in the Days field to open a dropdown list that includes Weeks and Months options, shown below
— Window: how many days before or after the scheduled event date the event can be completed; in this example the event is to be completed every day, so the default value of 0 is left in place for both Days Minus and Days Plus; as with the Offset field, a dropdown list is provided for selection of Days, Weeks or Months
— Readjust Method: the start date from which any Offset field values are to be applied
Select “Treatment start date” in the Readjust Method field to offset beginning from the start of animal subject treatment or holding. This selection is commonly used for events that are not dependent on any specific study activity.
Select “Last Completed Visit – Target Date” in the Readjust Method field to offset beginning from the date of the most recently scheduled visit by veterinary or study personnel, whether the visit occurred on that date or not. This selection is commonly used for events that are intended to be completed after, or near, scheduled visits from veterinary or study personnel. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the scheduled visit.
Select “Last Completed Visit – Assessment Date” in the Readjust Method field to offset beginning from the date of the most recent assessment by veterinary or study personnel. This selection is commonly used for events that are intended to be completed after, or near, veterinary or study personnel assessments of subject animals. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the assessment.
An example of a complete event entry is shown in the screenshot below.
Click the Add Tasks button to reopen the Select a Animal Plan Task Type popup and add more, separate tasks or Animal Events to the template.
Click the Save Animal Treatment Plan button to save the template in draft form.
Click the Publish Template button to publish the template. As shown below, all data entry fields except for any Animal Event Task Name entries are locked.
The plus sign icon in the View Details column remains active. Click it to expand the list of tasks included in the Animal Event. Notice that Delete column icons are still present and active for the individual task line items.
Only two buttons are provided: Cancel- Return to list and UnPublish Template.
Click the UnPublish Template button to return the treatment plan to draft status, unlocking all data entry fields and reactivating the Delete and Add SubTask column icons and the Add Tasks, Publish Template and Save Animal Treatment Plan buttons.
Copy Treatment Plan Template
When creating a new template that’s very like an existing template, it is possible to “clone” the template that is most like the new template in order to save data entry steps.
In the following example the Small Bovine Coronary Treatment Plan is cloned to create a more limited treatment plan of the same type for the same species. This example is an Animal Event consisting of numerous tasks bundled together, but the general process demonstrated here is the same when working with templates that only include individual tasks.
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
Click the icon in the Copy column for the template to be copied into a new template. As shown in the screenshot below, a new copy (blue box) of the original template (red box) is added to the list.
Notice that by default, the copy is created in the same Published? status as the original and defaults to a Species Name selection of “Template Applies to All Species”.
Click the icon in the Edit column for the new copy. As shown below, the copy is opened in the Setup Treatment Plan Templates by Species add panel.
Because this copy is in a published status, it must be returned to draft status before all necessary edits can be made. Click the UnPublish Template button to return the copy to draft status and unlock all data entry fields.
As demonstrated in the screenshot above, make desired changes to the Plan Name, Comments and Task Name fields.
Click the Add Species button to assign desired species to the new template. A Species Name field appears.
Click in the field to expand a dropdown list of species options, then click to select the desired Species Name. Note that Species must be added individually, the dropdown list does not allow for multiple selection.
Note also that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup > Animal Species Configuration List link.
As shown below, the selected Species Name is shown in the Species Name field.
Click the Cancel button to close the Species Name list panel without assigning the selected Species Name to the template.
Click the Submit button to close the Species Name list panel and assign the selected Species Name to the template. As shown below, the selected Species Name is added.
Click the Add Species button and repeat the steps provided above to assign more species to the template.
Click the red X icon to the left of the Species Name to delete that species from the template. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the species.
Click the CONFIRM button to confirm deletion of the species and close the popup.
Back on the Setup Treatment Plan Templates by Species add panel, with all desired Species Names added, numerous options are available to continue revising the template copy.
Click the icon in the Delete column to delete the task or Animal Event. CAUTION: deleting an Animal Event will delete the entire event, including all its tasks. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the Animal Event.
Click the CONFIRM button to confirm deletion of the Animal Event and close the popup.
Back on the add panel, with the Animal Event still in place, click the icon in the Add SubTask column to open the Add Animal Plan Task Type popup and add more tasks to this Animal Event.
Note that the Add SubTask icon is only available for Animal Events, not individual tasks.
Click the plus sign in the View Details column to expand the full list of tasks included in the Animal Event, as shown below. Click the plus sign again to collapse the task list.
Note that the View Details icon is only available for Animal Events, not individual tasks.
In this example the bottom three tasks will all be deleted from the Animal Event. The same process is used for deleting individual tasks that are not part of an Animal Event.
Click the icon in the Delete column for any individual task to remove that task from the Animal Event (or overall treatment plan template). A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the task.
Click the CONFIRM button to confirm deletion of the task and close the popup.
Enter desired values in the provided fields to complete configuration of the Animal Event or task, bearing in mind that entries in these fields will be applied to all tasks in an Animal Event:
— Offset: how many Days / Weeks / Months from the selected Readjust Method (second field to the right of Offset) this event is first scheduled; click in the Days field to open a dropdown list that includes Weeks and Months options, shown below
— Window: how many days before or after the scheduled event date the event can be completed; in this example the event is to be completed once a week and on the same day each week, so the default value of 0 is left in place for both Days Minus and Days Plus; as with the Offset field, a dropdown list is provided for selection of Days, Weeks or Months
— Readjust Method: the start date from which any Offset field values are to be applied
Select “Treatment start date” in the Readjust Method field to offset beginning from the start of animal subject treatment or holding. This selection is commonly used for events that are not dependent on any specific study activity.
Select “Last Completed Visit – Target Date” in the Readjust Method field to offset beginning from the date of the most recently scheduled visit by veterinary or study personnel, whether the visit occurred on that date or not. This selection is commonly used for events that are intended to be completed after, or near, scheduled visits from veterinary or study personnel. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the scheduled visit.
Select “Last Completed Visit – Assessment Date” in the Readjust Method field to offset beginning from the date of the most recent assessment by veterinary or study personnel. This selection is commonly used for events that are intended to be completed after, or near, veterinary or study personnel assessments of subject animals. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the assessment.
An example of a complete event entry is shown in the screenshot below.
Click the Add Tasks button to reopen the Select a Animal Plan Task Type popup and add more, separate tasks or Animal Events to the template.
Click the Save Animal Treatment Plan button to save the template in draft form.
Click the Publish Template button to publish the template. As shown below, all data entry fields except for any Animal Event Task Name entries are locked.
The plus sign icon in the View Details column remains active. Click it to expand the list of tasks included in the Animal Event. Notice that Delete column icons are still present and active for the individual task line items.
Only two buttons are provided: Cancel- Return to list and UnPublish Template.
Click the UnPublish Template button to return the treatment plan to draft status, unlocking all data entry fields and reactivating the Delete and Add SubTask column icons and the Add Tasks, Publish Template and Save Animal Treatment Plan buttons.
Edit Treatment Plan Template
In the following example the Small Bovine Coronary Treatment Plan is edited. This example is an Animal Event consisting of numerous tasks bundled together, but the general process demonstrated here is the same when working with templates that only include individual tasks.
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
Click the icon in the Edit column for the applicable template. As shown below, the copy is opened in the Setup Treatment Plan Templates by Species add panel.
Because this plan is in a published status, it must be returned to draft status before all necessary edits can be made. Click the UnPublish Template button to return the plan to draft status and unlock all data entry fields.
As demonstrated in the screenshot above, make desired changes to the Plan Name, Comments and Task Name fields.
Click the Add Species button to assign desired species to the template. A Species Name field appears.
Click in the field to expand a dropdown list of species options, then click to select the desired Species Name. Note that Species must be added individually, the dropdown list does not allow for multiple selection.
Note also that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup > Animal Species Configuration List link.
As shown below, the selected Species Name is shown in the Species Name field.
Click the Cancel button to close the Species Name list panel without assigning the selected Species Name to the template.
Click the Submit button to close the Species Name list panel and assign the selected Species Name to the template. As shown below, the selected Species Name is added.
Click the Add Species button and repeat the steps provided above to assign more species to the template.
Click the red X icon to the left of the Species Name to delete that species from the template. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the species.
Click the CONFIRM button to confirm deletion of the species and close the popup.
Back on the Setup Treatment Plan Templates by Species add panel, with all desired Species Names added, numerous options are available to continue revising the template.
Click the icon in the Delete column to delete the task or Animal Event. CAUTION: deleting an Animal Event will delete the entire event, including all its tasks. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the Animal Event.
Click the CONFIRM button to confirm deletion of the Animal Event and close the popup.
Back on the add panel, with the Animal Event still in place, click the icon in the Add SubTask column to open the Add Animal Plan Task Type popup and add more tasks to this Animal Event.
Note that the Add SubTask icon is only available for Animal Events, not individual tasks.
Click the plus sign in the View Details column to expand the full list of tasks included in the Animal Event, as shown below. Click the plus sign again to collapse the task list.
Note that the View Details icon is only available for Animal Events, not individual tasks.
In this example the bottom three tasks will all be deleted from the Animal Event. The same process is used for deleting individual tasks that are not part of an Animal Event.
Click the icon in the Delete column for any individual task to remove that task from the Animal Event (or overall treatment plan template). A confirmation popup dialog box appears.
Click the icon in the Delete column for any individual task to remove that task from the Animal Event. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the task.
Click the CONFIRM button to confirm deletion of the task and close the popup.
Enter desired values in the provided fields to complete configuration of the Animal Event or task, bearing in mind that entries in these fields will be applied to all tasks in an Animal Event:
— Offset: how many Days / Weeks / Months from the selected Readjust Method (second field to the right of Offset) this event is first scheduled; click in the Days field to open a dropdown list that includes Weeks and Months options, shown below
— Window: how many days before or after the scheduled event date the event can be completed; in this example the event is to be completed once a week, so the default value of 0 is left in place for both Days Minus and Days Plus; as with the Offset field, a dropdown list is provided for selection of Days, Weeks or Months
— Readjust Method: the start date from which any Offset field values are to be applied
Select “Treatment start date” in the Readjust Method field to offset beginning from the start of animal subject treatment or holding. This selection is commonly used for events that are not dependent on any specific study activity.
Select “Last Completed Visit – Target Date” in the Readjust Method field to offset beginning from the date of the most recently scheduled visit by veterinary or study personnel, whether the visit occurred on that date or not. This selection is commonly used for events that are intended to be completed after, or near, scheduled visits from veterinary or study personnel. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the scheduled visit.
Select “Last Completed Visit – Assessment Date” in the Readjust Method field to offset beginning from the date of the most recent assessment by veterinary or study personnel. This selection is commonly used for events that are intended to be completed after, or near, veterinary or study personnel assessments of subject animals. Use the Offset Days Minus and/or Offset Days Plus fields to provide an acceptable window for task completion on either side of the assessment.
An example of a complete event entry is shown in the screenshot below.
Click the Add Tasks button to reopen the Select a Animal Plan Task Type popup and add more, separate tasks or Animal Events to the template.
Click the Save Animal Treatment Plan button to save the template in draft form.
Click the Publish Template button to publish the template. As shown below, all data entry fields except for any Animal Event Task Name entries are locked.
The plus sign icon in the View Details column remains active. Click it to expand the list of tasks included in the Animal Event. Notice that Delete column icons are still present and active for the individual task line items.
Only two buttons are provided: Cancel- Return to list and UnPublish Template.
Click the UnPublish Template button to return the treatment plan to draft status, unlocking all data entry fields and reactivating the Delete and Add SubTask column icons and the Add Tasks, Publish Template and Save Animal Treatment Plan buttons.
Delete Treatment Plan Template
Navigate to ARC > Review Board Administration and click the Setup Treatment Plan Templates by Species link on the System Setup tab. As shown below, the Setup Treatment Plan Templates by Species List page opens.
Click the icon in the Delete column for the applicable template. In this example the GENERIC template is being deleted. A confirmation popup dialog box appears.
Click the CANCEL button to close the popup without deleting the treatment plan.
Click the CONFIRM button to confirm deletion of the treatment plan and close the popup.
As shown below, the treatment plan is deleted on the Setup Treatment Plan Templates by Species List page.
Livestock Management
The iRIS™ system provides tools for full lifespan management of subject animal records, including records related to animal genetics, appearance, breeding, treatment and observation.
Setup Generation
Institutions sometimes have a need to track multiple generations of a subject animal population. For example, in cases where a breeding colony is maintained by the institution, or where research requires study of multiple generations of subject animals in order to gather data for analysis. The iRIS™ system provides generation labeling capabilities via a configuration list.
To access the list, navigate to ARC > Review Board Administration and click the Setup Generation link on the System Setup tab.
The Setup Generation page is opened.
The list is pre-populated with the following generation labels:
AAA
F01 – F02
N02 – N30
These labels are Reserved, as indicated by a “Yes” in that column, indicating that they cannot be deleted. Reserved labels can be edited, however.
New Generation records created by the institution can be edited and deleted.
Add Generation
Navigate to ARC > Review Board Administration and click the Setup Generation link on the System Setup tab.
The Setup Generation page is opened. Click the Add a New Generation button.
An add panel is opened for creation of the new record. Enter a Generation label and click the Save Type button.
The new record is added on the Setup Generation page.
Edit Generation
Navigate to ARC > Review Board Administration and click the Setup Generation link on the System Setup tab.
The Setup Generation page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel. Make desired changes and click the Save Type button.
The record is revised on the Setup Generation page.
Delete Generation
Navigate to ARC > Review Board Administration and click the Setup Generation link on the System Setup tab.
The Setup Generation page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Generation(s) button.
Note that Reserved records, indicated by a “Yes” in that column, cannot be deleted.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Generation page.
Setup Life Status
The vital conditions of research subject animals are configured in iRIS™ via the Setup Life Status page. To access the page, navigate to ARC > Review Board Administration and click the Setup Life Status link on the System Setup tab.
The Setup Life Status page is opened.
The iRIS™ system allows institutions the flexibility to create statuses beyond “Alive” and “Deceased” in order to track subject animals with finer granularity.
Note that the first status, Alive, has an entry of “Yes” in the Reserved column. This indicates the status cannot be deleted and its Life Status label cannot be changed.
Add Life Status
Navigate to ARC > Review Board Administration and click the Setup Life Status link on the System Setup tab.
The Setup Life Status page is opened. Click the Add a New Life Status button.
An add panel is opened for creation of a new record.
Complete the form as follows.
Life Status — label to indicate condition of subject animals
Color — click the desired color swatch in the grid to select a background color for the status wherever it appears in iRIS™
Allow Edits — select “Yes” to leave this status open for editing, select “No” to lock it from changes; note that the status can still be deleted if this field is set to “No”
Animal in Use — select “Yes” if this status applies to subject animals currently assigned to a study, select “No” for animals not currently assigned to a study
Show Value in Dropdown? — select “Yes” to include this status as a selection option in the Life Status dropdown box wherever it appears in iRIS™, select “No” to exclude this status from the Life Status dropdown box
Description — enter a brief description of the status to distinguish this status from any pre-existing statuses
Click the Save Life Status button to save the status and close the add panel. The status is added on the Setup Life Status page.
Edit Life Status
Navigate to ARC > Review Board Administration and click the Setup Life Status link on the System Setup tab.
The Setup Life Status page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes to the record.
Life Status — label to indicate condition of subject animals
Color — click the desired color swatch in the grid to select a background color for the status wherever it appears in iRIS™
Allow Edits — select “Yes” to leave this status open for editing, select “No” to lock it from changes; note that the status can still be deleted if this field is set to “No”
Animal in Use — select “Yes” if this status applies to subject animals currently assigned to a study, select “No” for animals not currently assigned to a study
Show Value in Dropdown? — select “Yes” to include this status as a selection in the Life Status dropdown box wherever it appears in iRIS™, select “No” to exclude this status from the Life Status dropdown box
Description — enter a brief description of the status that clearly distinguishes this status from any pre-existing statuses
In the example above a different Color is selected, and a Description is added.
Click the Save Life Status button to save the status and close the edit panel. The status is revised on the Setup Life Status page.
Delete Life Status
Navigate to ARC > Review Board Administration and click the Setup Life Status link on the System Setup tab.
The Setup Life Status page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete selected Life Status button.
Note that the first status, Alive, has an entry of “Yes” in the Reserved column. This indicates the status cannot be deleted and its Life Status label cannot be changed.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Life Status page.
Setup Coat Color
Research subject animal colors are linked to species in iRIS™ via the Setup Coat Color page. To access the page, navigate to ARC > Review Board Administration and click the Setup Coat Color link on the System Setup tab.
The Setup Coat Color page is opened.
Add Coat Color
Navigate to ARC > Review Board Administration and click the Setup Coat Color link on the System Setup tab.
The Setup Coat Color page is opened. Click the Add a New Coat Color button.
An add panel is opened for creation of the new record.
Click in the Species field to open a dropdown picklist and select an item. Note that this list is maintained under ARC > Review Board Administration > [List Maintenance Setup tab] > Animal Species Configuration List link.
Click in the Coat Color field to open a dropdown picklist and select an item.
Note that this list is maintained by iMedRIS personnel. Submit any requests for Coat Color list changes or additions to your designated iMedRIS contact.
When a Coat Color selection is made, a color swatch is displayed to the left of the field. This color will be used as the background for Coat Color anywhere this item appears in iRIS™.
Click the Save Coat Color button to save the record and return to the Setup Coat Color page. The record is added on the Setup Coat Color page.
Edit Coat Color
Navigate to ARC > Review Board Administration and click the Setup Coat Color link on the System Setup tab.
The Setup Coat Color page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel. In the example below, the Coat Color field for the Guinea Pig (USDA A) record is changed from brown to gray.
When the new color is selected, the color swatch updates to match.
Note that the Coat Color list is maintained by iMedRIS personnel. Submit any requests for Coat Color list changes or additions to your designated iMedRIS contact.
Click the Save Coat Color button to save changes and close the edit panel. The record is revised on the Setup Coat Color page.
Delete Coat Color
Navigate to ARC > Review Board Administration and click the Setup Coat Color link on the System Setup tab.
The Setup Coat Color page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete selected Coat Color button.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Coat Color page.
Setup Diet
Research subject animal diets are configured in iRIS™ via the Setup Diet page. To access the page, navigate to ARC > Review Board Administration and click the Setup Diet link on the System Setup tab.
The Setup Diet page is opened.
Add Diet
Navigate to ARC > Review Board Administration and click the Setup Diet link on the System Setup tab.
The Setup Diet page is opened. Click the Add a New Diet button.
An add panel is opened for creation of the new record.
Click in the Species field to open a dropdown picklist and select an item. Note that this list is maintained under ARC > Review Board Administration > [List Maintenance Setup tab] > Animal Species Configuration List link.
Enter the desired Diet.
Click the Save Diet button to save the record and return to the Setup Diet page. The record is added.
Edit Diet
Navigate to ARC > Review Board Administration and click the Setup Diet link on the System Setup tab.
The Setup Diet page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel. Make desired changes and click the Save Diet button.
The record is revised on the Setup Diet page.
Delete Diet
Delete functionality for Diet records is currently in development.
Setup Origin Type
Research subject animal sources are configured in iRIS™ via the Setup Origin Type page. To access the page, navigate to ARC > Review Board Administration and click the Setup Origin Type link on the System Setup tab.
The Setup Origin Type page is opened.
Note that the first four Origin Types are Reserved, as indicated by a “Yes” in the Reserved column. These records are included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Origin Type records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Add Origin Type
Navigate to ARC > Review Board Administration and click the Setup Origin Type link on the System Setup tab.
The Setup Origin Type page is opened.
Note that the first four Origin Types are Reserved, as indicated by a “Yes” in the Reserved column. These records are included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Origin Type records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Click the Add a New Origin Type button. An add panel is opened for creation of the new record.
Enter the desired Origin Type, then click the Save Origin Type button to save the record and close the add panel. The record is added on the Setup Origin Type page.
Edit Origin Type
Navigate to ARC > Review Board Administration and click the Setup Origin Type link on the System Setup tab.
The Setup Origin Type page is opened.
Note that the first four Origin Types are Reserved, as indicated by a “Yes” in the Reserved column. These records are included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Origin Type records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Click the icon in the Edit column for the applicable record. The record is opened in an edit panel.
Make desired changes in the Origin Type field, then click the Save Origin Type button to save changes and close the edit panel. The record is revised on the Setup Origin Type page.
Delete Origin Type
Navigate to ARC > Review Board Administration and click the Setup Origin Type link on the System Setup tab.
The Setup Origin Type page is opened.
Note that the first four Origin Types are Reserved, as indicated by a “Yes” in the Reserved column. These records are included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Origin Type records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Origin Type(s) button. A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Origin Type page.
Setup Health Status
Research subject animal health statuses are configured in iRIS™ via the Setup Health Status page. To access the page, navigate to ARC > Review Board Administration and click the Setup Health Status link on the System Setup tab.
The Setup Health Status page is opened.
Note that the first Health Status is Reserved, as indicated by a “Yes” in the Reserved column. This record is included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Health Status records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Add Health Status
Navigate to ARC > Review Board Administration and click the Setup Health Status link on the System Setup tab.
The Setup Health Status page is opened.
Click the Add a New Health Status button. An add panel is opened for creation of the new record.
Enter a Health Status and Description.
Select “Yes” or “No” for Show Value in Dropdown? When “Yes” is selected, the Health Status will be included in the Health Status dropdown list wherever it appears in iRIS™.
Click the Save Health Status button to save the record and close the add panel. The record is added on the Setup Health Status page.
Edit Health Status
Navigate to ARC > Review Board Administration and click the Setup Health Status link on the System Setup tab.
The Setup Health Status page is opened.
Note that the first Health Status is Reserved, as indicated by a “Yes” in the Reserved column. This record is included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Health Status records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Click the icon in the Edit column for the applicable record. The record is opened in an edit panel.
Make desired changes to Health Status and Description.
Select “Yes” or “No” for Show Value in Dropdown? When “Yes” is selected, the Health Status will be included in the Health Status dropdown list wherever it appears in iRIS™.
Click the Save Health Status button to save the record and close the edit panel. The record is revised on the Setup Health Status page.
Delete Health Status
Navigate to ARC > Review Board Administration and click the Setup Health Status link on the System Setup tab.
The Setup Health Status page is opened.
Note that the first Health Status is Reserved, as indicated by a “Yes” in the Reserved column. This record is included in the list by default. Reserved records can be edited, but they cannot be deleted. Any new Health Status records added by the institution are not Reserved, as indicated by a “No” in that column. Non-Reserved records can be edited and deleted.
Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Health Status button. A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Health Status page.
Setup Breeding Status
Research subject animal breeding outcome statuses are configured in iRIS™ via the Setup Breeding Status page. To access the page, navigate to ARC > Review Board Administration and click the Setup Breeding Status link on the System Setup tab.
The Setup Breeding Status page is opened.
Add Breeding Status
Navigate to ARC > Review Board Administration and click the Setup Breeding Status link on the System Setup tab.
The Setup Breeding Status page is opened. Click the Add a New Breeding Status button.
An add panel is opened for creation of the new record.
Enter a Breeding Status, then click the Save Breeding Status button to save the record and close the add panel. The record is added on the Setup Breeding Status page.
Edit Breeding Status
Navigate to ARC > Review Board Administration and click the Setup Breeding Status link on the System Setup tab.
The Setup Breeding Status page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes in the Breeding Status field, then click the Save Breeding Status button to save the record and close the edit panel. The record is revised on the Setup Breeding Status page.
Delete Breeding Status
Navigate to ARC > Review Board Administration and click the Setup Breeding Status link on the System Setup tab.
The Setup Breeding Status page is opened.
Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Breeding Status button. A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Breeding Status page.
Setup Breeding Type
Research subject animal breeding methods are configured in iRIS™ via the Setup Breeding Type page. To access the page, navigate to ARC > Review Board Administration and click the Setup Breeding Type link on the System Setup tab.
The Setup Breeding Type page is opened.
Add Breeding Type
Navigate to ARC > Review Board Administration and click the Setup Breeding Type link on the System Setup tab.
The Setup Breeding Type page is opened. Click the Add a New Breeding Type button.
An add panel is opened for creation of the new record.
Enter a Breeding Type and click the Save Breeding Type button. The record is added on the Setup Breeding Type page.
Edit Breeding Type
Navigate to ARC > Review Board Administration and click the Setup Breeding Type link on the System Setup tab.
The Setup Breeding Type page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes to Breeding Type, then click the Save Breeding Type button to save the record and close the edit panel. The record is revised on the Setup Breeding Type page.
Delete Breeding Type
Navigate to ARC > Review Board Administration and click the Setup Breeding Type link on the System Setup tab.
The Setup Breeding Type page is opened.
Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Breeding Type button. A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Breeding Type page.
Setup Gene
Research subject animal genetic profiles are configured in iRIS™ via the Setup Gene page. To access the page, navigate to ARC > Review Board Administration and click the Setup Gene link on the System Setup tab.
The Setup Gene page is opened.
Add Gene
Navigate to ARC > Review Board Administration and click the Setup Gene link on the System Setup tab.
The Setup Gene page is opened. Click the Add a New Gene button.
An add panel is opened for creation of the new record.
Enter a Gene profile designation and click the Save Gene button. The record is added on the Setup Gene page.
Edit Gene
Navigate to ARC > Review Board Administration and click the Setup Gene link on the System Setup tab.
The Setup Gene page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes to the Gene profile designation and click the Save Gene button. The record is revised on the Setup Gene page.
Delete Gene
Navigate to ARC > Review Board Administration and click the Setup Gene link on the System Setup tab.
The Setup Gene page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Gene(s) button.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record(s) is(are) deleted on the Setup Gene page.
Setup Allele
Research subject animal allele profiles are configured in iRIS™ via the Setup Allele page. To access the page, navigate to ARC > Review Board Administration and click the Setup Allele link on the System Setup tab.
The Setup Allele page is opened.
Add Allele
Navigate to ARC > Review Board Administration and click the Setup Allele link on the System Setup tab.
The Setup Allele page is opened. Click the Add a New Allele button.
An add panel is opened for creation of the new record.
Enter an Allele profile designation and click the Save Allele button. The record is added on the Setup Allele page.
Edit Allele
Navigate to ARC > Review Board Administration and click the Setup Allele link on the System Setup tab.
The Setup Allele page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes to the Allele profile designation and click the Save Allele button. The record is revised on the Setup Allele page.
Delete Allele
Navigate to ARC > Review Board Administration and click the Setup Allele link on the System Setup tab.
The Setup Allele page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Allele(s) button.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Allele page.
Observation Management
The iRIS™ system includes tools for tracking observations of research subject animals. Observation diagnosis, treatment and outcome can all be recorded in iRIS™.
Setup Observation Diagnosis
Research subject animal observation diagnoses are configured in iRIS™ via the Setup Observation Diagnosis page. To access the page, navigate to ARC > Review Board Administration and click the Setup Observation Diagnosis link on the System Setup tab.
The Setup Observation Diagnosis page is opened.
Add Observation Diagnosis
Navigate to ARC > Review Board Administration and click the Setup Observation Diagnosis link on the System Setup tab.
The Setup Observation Diagnosis page is opened. Click the Add a New Diagnosis button.
An add panel is opened for creation of the new record.
Enter a Diagnosis and click the Save Diagnosis button. The record is added on the Setup Observation Diagnosis page.
Edit Observation Diagnosis
Navigate to ARC > Review Board Administration and click the Setup Observation Diagnosis link on the System Setup tab.
The Setup Observation Diagnosis page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes to the Diagnosis field and click the Save Diagnosis button. The record is revised on the Setup Observation Diagnosis page.
Delete Observation Diagnosis
Navigate to ARC > Review Board Administration and click the Setup Observation Diagnosis link on the System Setup tab.
The Setup Observation Diagnosis page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Diagnosis button.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Observation Diagnosis page.
Setup Observation Treatment
Research subject animal observation treatments are configured in iRIS™ via the Setup Observation Treatment page. To access the page, navigate to ARC > Review Board Administration and click the Setup Observation Treatment link on the System Setup tab.
The Setup Observation Treatment page is opened.
Add Observation Treatment
Navigate to ARC > Review Board Administration and click the Setup Observation Treatment link on the System Setup tab.
The Setup Observation Treatment page is opened. Click the Add a New Treatment button.
An add panel is opened for creation of the new record.
Enter a Treatment and click the Save Treatment button. The record is added on the Setup Observation Treatment page.
Edit Observation Treatment
Navigate to ARC > Review Board Administration and click the Setup Observation Treatment link on the System Setup tab.
The Setup Observation Treatment page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes in the Treatment field and click the Save Treatment button. The record is revised on the Setup Observation Treatment page.
Delete Observation Treatment
Navigate to ARC > Review Board Administration and click the Setup Observation Treatment link on the System Setup tab.
The Setup Observation Treatment page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Treatment button.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Observation Treatment page.
Setup Observation Outcome
Research subject animal observation treatment outcomes are configured in iRIS™ via the Setup Observation Outcome page. To access the page, navigate to ARC > Review Board Administration and click the Setup Observation Outcome link on the System Setup tab.
The Setup Observation Outcome page is opened.
Add Observation Outcome
Navigate to ARC > Review Board Administration and click the Setup Observation Outcome link on the System Setup tab.
The Setup Observation Outcome page is opened.
An add panel is opened for creation of the new record.
Enter an Outcome and click the Save Outcome button. The record is added on the Setup Observation Outcome page.
Edit Observation Outcome
Navigate to ARC > Review Board Administration and click the Setup Observation Outcome link on the System Setup tab.
The Setup Observation Outcome page is opened. Click the icon in the Edit column for the applicable record.
The record is opened in an edit panel.
Make desired changes in the Outcome field and click the Save Outcome button. The record is revised on the Setup Observation Outcome page.
Delete Observation Outcome
Navigate to ARC > Review Board Administration and click the Setup Observation Outcome link on the System Setup tab.
The Setup Observation Outcome page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted.
A confirmation popup dialog appears.
Click CANCEL to close the popup without deleting the record.
Click CONFIRM to complete deletion of the record(s) and close the popup. The record is deleted on the Setup Observation Treatment page.