The iRIS™ system provides numerous picklists on system pages and forms. Some of these lists exist to save users the time and trouble of manually typing in frequently used data items. Other lists exist to enforce data validation requirements.

In the IACUC Assistant module, lists are managed on the List Maintenance Setup tab. To access this area, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab.

CAUTION: Note that many of the lists linked here are also available in the List Maintenance Setup tab under Animal Resource Center > Review Board Administration, where they are employed by institutions using the Animal Resource Center as a standalone module. See the IACUC Assistant – Animal Resource Center Integration Guide for more information about configuring a system to properly employ both the IACUC Assistant and Animal Resource Center modules.

This manual provides details of list configuration processes and settings, as well as information about where the configured lists are employed in the iRIS™ system.

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.

Copy Configurations

Copy Configurations is a tool that can be made available to full System Administrators (as opposed to those assigned to an Administrator role within a specific iRIS™ module) to help with initial setup of iRIS™ when two or more similar review boards are needed. The copy tool allows an iRIS™ system administrator to copy pre-existing, fully configured review board elements into a different, newly created review board.

CAUTION: Copy Configurations should not be used after setup of review boards is complete, nor in a live iRIS™ system. iMedRIS recommends performing a board configuration copy to a destination review board only once.

Note that configurations cannot be copied across review boards of different types (IRB to IBC, IRB to ARC, etc.). Within IACUC it is only possible to copy configurations across IACUC review boards.

Click the Copy Configurations button to copy a pre-existing IACUC review board configuration to another IACUC review board.

The Copy Review Board Configuration page displays. The page contains links to configurations that can be copied to another review board.

Note the Destination dropdown list at the top center of the page, and the Helpful Information button at right. The Copy Configurations button is non-functional until the Destination and at least one configuration item are selected (details follow below).

Click the Helpful Information button to view a popup containing important information and warnings about copying review board configurations.

Click the close window button in the upper right corner (marked with a red asterisk) to close the popup.

Back on the Copy Review Board Configuration page, select the target review board from the Destination dropdown list at the top of the page. The configuration Source is shown at the upper left, indicating the review board that is currently active. Only review boards of the same type will populate in the Destination dropdown list.

Select boxes for applicable configuration items in the setup lists are now available.

Select the configuration item(s) to be copied to the selected destination by clicking the respective checkbox(es).

Note that the following configuration items of the Source IACUC board cannot be copied:

— Board Definition

— Setup Review Board Roles

— Role Access

— Setup Correspondence Template

— Review Cycle

— Study Status Configuration List

Click the Copy Configurations button to complete the copy process. Click the Cancel Copy button to cancel the process without saving changes.

When the Copy Configurations button is clicked the copy process completes, and the Copy Review Board Configuration page refreshes.

Items where there is no data to copy, or where the corresponding field is not turned on in the destination review board, are not copied to the Destination review board.

Any items successfully copied are color coded with green text. Items that did not copy successfully are color coded with red text.

Note: When performing a review board configuration copy from one board to another, fields that were originally pre-populated in the destination board will be overwritten with data copied from the source board.  

Animal Species Configuration List

This is where an institution maintains its list of animal species approved for use as study subjects. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Configuration List link.

The Species List page is opened. Previously added species records are summarized in a table, with a search form at the top of the page. Enter all or part of the desired Species Name and click the Find… button to filter the table by that name.

Note the Category Type column at far right. This field is used to include a USDA Pain and Distress Category assignment for the species (see next section).

USDA Pain and Distress Categories

In compliance with the Animal Welfare Act (AWA) of 1966, the United States Department of Agriculture (USDA) and the United States Department of Health and Human Services (HHS) have oversight responsibility to ensure animal research subjects are treated humanely and cared for properly.

As part of its oversight role, the USDA has developed Pain and Distress Category guidelines for use by institutions engaged in animal research activity. The guidelines provide an alphabetic letter scale from A-E to indicate the anticipated level of animal subject pain and/or distress in a planned study.

A = Observational activities that do not perturb the natural activities of the animals, (e.g., no interaction with or disturbance of animal’s natural wild state). This category generally does not require an Animal Use Protocol. Contact the IACUC office for verification of this classification.

B = Animals being bred, conditioned or held for future use in research, testing, or teaching but not yet used for such purpose. Activities are limited to those needed for routine herd or colony maintenance.

C = Animals upon which research, testing or teaching procedures are conducted that do not involve more than momentary pain or distress. “No more than momentary pain or distress” is interpreted such as that experienced during injections or brief restraint.

D = Animals upon which research, testing teaching, or restraint procedures are conducted which involve more than momentary pain or distress to the animals, but for which appropriate anesthetic, analgesic, or tranquilizing drugs will be administered.

E = Animals upon which teaching, experiments, research, surgery, or tests are conducted which have the potential to involve more than momentary pain or distress to the animals, and for which the use of appropriate anesthetic, analgesic, or tranquilizing drugs would adversely affect the procedures, results, or interpretation of the teaching, research, experiments, surgery, or tests. A written explanation of the procedures producing pain or distress in these animals and the reasons such drugs will not be provided by the investigator must be included in this protocol.

For more information about implementation of AWA requirements in institutional research, visit the APHIS Animal Welfare portal at https://www.aphis.usda.gov/aphis/ourfocus/animalwelfare.

Species List Implementation – Application Side

The species list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — when the user clicks the Add A New Species to the Study button, popup dialogs are provided for species search and selection

IACUC / ARC Study Application — the species list is employed in the Study Euthanasia Details popup, which is accessed via the Add a New Euthanasia to the Study button

IACUC / ARC Study Application — the species list is employed in the Study Fluid Extract Details popup, which is accessed via the Add a New Fluid Extract to the Study button

IACUC / ARC Study Application — the species list is employed in the Study Paralyzing Agent Details popup, which is accessed via the Add a New Paralyzing Agent to the Study button

IACUC / ARC Study Application — the species list is employed in the Study Tranquilizing Drug Details popup, which is accessed via the Add a New Tranquilizing Drug to the Study button

IACUC / ARC Study Application — the species list is employed in the Drug/Agent Administration section of the application form

IACUC / ARC Study Application — the species list is employed in the Blood/Tissue/Other Samples collected question in the Project Description and Procedures section of the application form

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Submissions — the species list is employed in the search form provided in the Track Space Allocation section of the Animal Management tab when reviewing a submission

Submissions — the species list is employed in the search form provided in the Cage Records section of the Animal Management tab when reviewing a submission

Submissions — the species list is employed in the search form provided in the Animal Records section of the Animal Management tab when reviewing a submission.

Submissions — the species list is employed in the search form provided in the Animal Progression section of the Animal Management tab when reviewing a submission

Submissions — the species list is employed in the Requested Animals section of the Arc Order Form

Submissions — the species list is employed in the Requested Animal Transfer section of the Internal Transfer Form

ARC Reports — the species list is employed in the report criteria panel for each of the following ARC Reports: Animal Numbers by USDA Category, Census Report and List of Cages by Species; see the Animal Resource Center – Reports manual for more information

Species List Implementation – Board Side

The species list is employed in the following areas on the review board / system setup side of iRIS™.

Setup System Service and Procedures List page — the species list is included in the search form at the top of the Setup System Services and Procedures List page, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Animal Procedure & Service Configuration List link

Setup System Service and Procedures List add/edit panel — the species list is included in the Setup System Services and Procedures List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Animal Procedure & Service Configuration List link

Setup Anesthetic List add/edit panel — the species list is included in the Setup Anesthetic List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Anesthetic Configuration List link

Setup Analgesia List add/edit panel — the species list is included in the Setup Analgesia List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Analgesia Configuration List link

Setup Fluid Extract List add/edit panel — the species list is included in the Setup Fluid Extract List add/edit panel, which is accessed via IACUC > Review Board Administration > List Maintenance Setup tab > Fluid Extract Configuration List link

Setup Paralyzing Agent List add/edit panel — the species list is included in the Setup Paralyzing Agent List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Paralyzing Agent Configuration List link

Setup Substance List add/edit panel — the species list is included in the Setup Substance List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Substance Configuration List link

Setup Strain List add/edit panel — the species list is included in the Setup Strain List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Strain Configuration List link

Setup Tranquilizing Drug List add/edit panel — the species list is included in the Setup Tranquilizing Drug List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Tranquilizing Drug Configuration List link

Setup Vaccination List add/edit panel — the species list is included in the Setup Vaccination List add/edit panel, which is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Vaccination Configuration List link

Setup Coat Color List add/edit panel — the species list is included in the Setup Coat Color List add/edit panel, which is accessed via Animal Resource Center > Review Board Administration > System Setup tab > Setup Coat Color link

Setup Diet add/edit panel — the species list is included in the Setup Diet add/edit panel, which is accessed via Animal Resource Center > Review Board Administration > System Setup tab > Setup Diet link

Setup Treatment Plan Templates by Species add / edit / copy panels — the species list is included in the Setup Treatment Plan Templates by Species add/edit/copy panels, which are accessed via Animal Resource Center > Review Board Administration > System Setup tab > Setup Treatment Plan Templates by Species link

Add Species

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Configuration List link.

The Species List page is opened.

In the screenshot above one species record has been created for each of ten animal species, and four species records have been created for American Crow. Most of these records have a USDA Pain and Distress Category Type of “A” assigned. As described in the USDA Pain and Distress Categories section of this manual, a type of “A” signifies “Observational activities that do not perturb the natural activities of the animals, (e.g., no interaction with or disturbance of animal’s natural wild state)”.

Because most animal research subjects will experience “interaction with” and “disturbance of” their “natural wild state”, it is usually necessary to create multiple records for each species: one for each USDA Pain and Distress Category Type.

To add a new species record, click the Add a New Species button. The Add a new species to the system panel opens.

Previously entered species records are made available as dynamic picklists in the Species Name, Scientific Name and Common Name fields to facilitate creation of multiple records for the same species. In the following example a fifth species record will be added for American Crow, with a USDA Pain and Distress Category Type of “E”.

Click in the Species Name field and enter the first letter of the desired name. A dropdown list of previously created Species Name s appears. If a version of the desired name is included, click to select it, then make any necessary changes to the field. If the desired name is not in the list, it can be typed into the field manually.

In the example shown below one of the pre-existing American Crow records was selected for Species Name, then the field was edited to create a new name, “American Crow (USDA E)”.

Because there can be multiple versions of the same species record, each with a different Category Type assigned, it’s a good practice to include the Category Type designation when entering or revising the Species Name. Doing so ensures that users will be able to distinguish between records in the species dropdown list wherever it appears in the iRIS™ system.

In the example above the Category Type is included in the Species Name. The example below demonstrates the difficulty in distinguishing between species records when the Category Type is not included in the Species Name.

Click in the Scientific Name field and enter the first letter of the desired name. A dropdown list of previously created Scientific Names appears. If the desired name is included, click to select it. If the desired name is not in the list, it can be typed into the field manually.

Click in the Common Name field and enter the first letter of the desired name. A dropdown list of previously created species names appears. If the desired name is included, click to select it. If the desired name is not in the list, it can be typed into the field manually.

Click to select “Yes” or “No” for Is USDA Species, then click on the Category Type dropdown to open the category list and click on the desired list item to select it.

The completed form is shown below.

Click the Save Changes button to save the new species record and return to the main Species List page. The new record is added to the list. Notice that in the new record, the asterisk icon in the Apply Filter column is black.

A green asterisk in the Apply Filter column indicates a filter has been applied to limit the species’ availability to certain study application types.

A black asterisk in the Apply Filter column indicates the species is available for assignment to any study application type.

Click the Apply Filter icon to view, edit or enter filter details for the species. The Restrict List by Application Type popup window opens.

Click the close icon (red X in upper right corner) to close the popup without limiting the filter to certain study types.

To limit the species to certain study application types, select the checkbox(es) for the desired Application Name item(s). Click the Save Filter button to save changes and close the popup window.

In the screenshot above, the black asterisk was clicked on the “American Crow (USDA E)” record and IACUC APPLICATION (ANIMALS) is selected. When the Save Filter button is clicked, the filter setting is updated on the Species List page.

Edit Species

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Configuration List link.

The Species List page is opened.

In the screenshot above, Category Type was mistakenly set to “A” instead of “C” in the “American Crow (USDA C)” record.

To edit a species record, click the icon in the Edit column for the applicable record. The record is opened in an Edit a species in the system panel.

Because there can be multiple versions of the same species record, each with a different Category Type assigned, it’s a good practice to include the Category Type designation when entering or revising the Species Name. Doing so ensures that users will be able to distinguish between records in the species dropdown list wherever it appears in the iRIS™ system.

In the example above the Category Type is included in the Species Name. The example below demonstrates the difficulty in distinguishing between species records when the Category Type is not included in the Species Name.

Make desired changes in the edit panel and click the Save Changes button to save changes and return to the main Species List page.

The record is revised in the Species List.

Delete Species

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Configuration List link.

The Species List page is opened.

In the screenshot above, the fifth species record for “American Crow” is a duplicate that was created in error.

To delete a species record, click the icon in the Delete column for the applicable record. A confirmation popup window appears.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The record is deleted.

If the species being deleted has been assigned to any studies, a second popup appears after the first to notify the user the record cannot be deleted. The popup timer counts down from three (3) to one (1), and then the popup closes. The record is not deleted.

Merge Species

Recall that once a species has been assigned to a study application, it cannot be deleted. Sometimes a duplicate or erroneous species record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous species record can be merged with a valid species record. The valid species record is then substituted for the duplicate/erroneous species record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Configuration List link.

The Species List page is opened.

In the example shown above, the first Fruit Fly species record in the list was created in error but has been assigned to one or more studies. Click the Merge Species Records button to begin. The Merge Species Records page opens.

Select the checkboxes at far left for the species records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all species records in the list on the Merge Species Records page will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Species List page. As shown below, the Fruit Fly records are merged.

Animal Species Category Configuration List

As discussed in the USDA Pain and Distress Categories section of this manual, applications for studies involving animal subjects must report the anticipated level of animal subject pain or distress according to the USDA’s standardized designations, which are labeled “A” through “E”.

See the USDA Pain and Distress Categories section of this manual for details of each USDA designation.

In the iRIS™ system, USDA designations are maintained in an Animal Species Category list. The Animal Species Category list populates the USDA Pain and Distress Category Type dropdown list for animal species records, as shown below.

To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Category Configuration List link.

The Animal Species Category page is opened.

Species Category Implementation – Application Side

The species category list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — in the Project Identification section, when the user clicks the Add A New Species to the Study button, popup dialogs are provided for species selection; species category is tied to each species record, so selection of a species also selects a corresponding species category

IACUC / ARC Study Application — an Add a New species Pain Classification to the Study button is provided in the Pain and Distress section of the application; clicking the button opens a popup for entry of Study Pain Classification Details, which includes a Species field

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Species Category Implementation – Board Side

Species category(ies) is(are) designated on the application side where required and are not generally subject to direct revision by the board.

Add Species Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Category Configuration List link.

The System Administration – Animal Species Category page is opened.

In the example above, four of the five USDA designations have been created. Click the Add a New Record button. A panel opens for creation of the record.

Enter the desired Species Category designation, then click the Save Record button to save the new record and return to the Animal Species Category list page. The new record is added.

Some institutions may wish to use the Animal Species Category list for purposes other than, or in addition to, tracking USDA Pain and Distress designations.

To deliver maximum flexibility, the iRIS™ system does not limit the number of Animal Species Category records to five and does not prevent creation of duplicate category records. It is the responsibility of the iRIS™ system administrator to ensure the Animal Species Category list is maintained in accordance with the institution’s requirements.

Edit Species Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Category Configuration List link.

The System Administration – Animal Species Category page is opened.

Click the icon in the Edit column for the applicable record. A panel opens for editing the record.

To deliver maximum flexibility, the iRIS™ system does not limit the number of Animal Species Category records to five and does not prevent creation of duplicate category records. It is the responsibility of the iRIS™ system administrator to ensure the Animal Species Category list is maintained in accordance with the institution’s requirements.

Make desired edits, then click the Save Record button to save changes and return to the Animal Species Category list page.

Delete Species Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Category Configuration List link.

The System Administration – Animal Species Category page is opened.

Click the icon in the Delete column for the record to be deleted. A confirmation popup window appears.

Note that deleting a species category that is already in use on study applications will delete the assigned species category from those applications. It is the responsibility of the iRIS™ system administrator to ensure the applicable species category is not in use before deleting it.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and return to the Animal Species Category list page.

Animal Species Sex Configuration List

The sex of each study animal, or group of study animals, is assigned in the iRIS™ system via selection from the Animal Species Sex configuration list. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Sex Configuration List link.

The Animal Species Sex page is opened.

Animal Species Sex List Implementation – Application Side

The species sex list is employed in the following areas on the application side of iRIS™.

Submissions — the animal species sex list is included in the Study IACUC Species Details popup that displays when an animal order is created via the Animal Orders section of the Animal Management tab when reviewing a submission

Submissions — the animal species sex list is employed in the search form provided in the Animal Records section of the Animal Management tab when reviewing a submission

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Animal Species Sex List Implementation – Board Side

Animal species sex selections are designated on the application side where required and are not generally subject to direct revision by the board.

Add Species Sex

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Sex Configuration List link.

The System Administration – Animal Species Sex page is opened.

Click the Add a New Record button. A panel opens for creation of the record.

Enter the desired Species Sex designation, then click the Save Record button to save the new record and return to the Animal Species Sex list page. The new record is added.

Note that in this list the sex designation of “Male & Female” refers to a mixed-sex population of animals, while a sex designation of “Hermaphrodite” refers to animals that are true hermaphrodites (e.g., snails).

Edit Species Sex

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Sex Configuration List link.

The System Administration – Animal Species Sex page is opened.

Click the icon in the Edit column for the applicable record. A panel opens for editing the record.

Make desired edits, then click the Save Record button to save the changes and return to the Animal Species Sex list page. The record is revised.

Note that in this list the sex designation of “Male & Female” refers to a mixed-sex population of animals, while a sex designation of “Hermaphroditic” refers to animals that are true hermaphrodites (e.g., snails).

Delete Species Sex

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Species Sex Configuration List link.

The System Administration – Animal Species Sex page is opened.

Click the icon in the Delete column for the record to be deleted. In this case, the “Hermaphrodite” record is being deleted. A confirmation popup window appears.

Note that deleting a species sex that is already in use on study applications will delete the assigned species sex from those applications. It is the responsibility of the iRIS™ system administrator to ensure the applicable species sex is not in use before deleting it.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and return to the Animal Species Sex list page. The record is deleted.

Animal Procedure and Service Configuration List

The Animal Procedure & Service Configuration List populates a list of animal procedures and services, with the option to include associated billing information. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Procedure & Service Configuration List link.

The Setup System Services and Procedures List page is opened.

A search form at the top of the page allows the user to search for services and procedures by Category, Expense Type, Species, whether the item is Shown in all Studies?, Name, or any combination of these. Enter desired search criteria and click the Search button to filter the list.

All previously created service and procedure items are shown in a table at the bottom of the page by default, before any search criteria are applied.

Note the red arrows in the screenshot above. The arrow at left highlights the record counter, which in this example indicates there are fourteen (14) existing service and procedure items. The arrow at right highlights the paging control (right-pointing triangle). Numbers to the left of the control indicate records one (1) - ten (10) are currently displayed in the table. Click the paging control to access records eleven (11) – fourteen (14). See the Navigation in iRIS™ section of this manual for more information about these paging controls.

Animal Procedure & Service Implementation – Application Side

The animal procedure and service list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Animal Procedure & Service List is made available in an IACUC / ARC application via the Add a New Procedure to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Animal Procedure & Service Implementation – Board Side

Animal procedures and services are added on the application/study side where required and are not generally subject to direct revision by the board.

Add Animal Procedure or Service

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Procedure & Service Configuration List link.

The Setup System Services and Procedures List page is opened. Click the Add a New Procedure/Service button.

The Add a new procedure/service panel is opened.

Notice the default entries for Shown in all Studies?, Is Billable?, Cost and Administrative Cost.

The add panel includes three dropdown picklists: Category, Expense Type and Species. Note that Expense Type and Species are configurable lists, and their contents will vary by institution. 

In the example screenshot below, all three of these lists are expanded.

For more information about Expense Type list setup, see the Animal Expense Category Configuration List section of this manual.

For more information about Species list setup, see the Animal Species Configuration List section of this manual.

Make desired selections from the picklists and enter a Name and Description for the new procedure or service. Select “Yes” or “No” for Shown in all Studies? and Is Billable?, and if applicable, enter the applicable Billing Code, Cost and Administrative Cost as dictated by institution guidelines.

An example of a completed record is shown below.

Click the Return to List button to close the panel without saving the new procedure or service.

Click the Save Procedure/Service button to save the new procedure or service and close the panel. The new item is added to the table on the Setup System Services and Procedures List page.

Download Animal Procedure or Service Template

The iRIS™ system provides a mechanism for adding a large quantity of procedure/service types at once, via population and upload of a pre-formatted Excel template. Click the Download Template button (shown in above screenshot) to begin. The Download Procedure Template page opens.

IMPORTANT: READ THE INSTRUCTIONS PROVIDED ON THE PAGE.

A download dialog popup window appears at the bottom of the Download Procedure Template page.

Click the Cancel button in the popup to close it without downloading the template, then click the Cancel button on the Download Procedure Template page to return to the Setup System Services and Procedures List page.

Click the Save button in the popup to save the template to the default Downloads folder on the computer. Click the upward-pointing arrow to the right of the Save button to access Save As options, which allow for saving the template to the user’s desired location on the computer. The download dialog popup message changes when the download is complete, as shown below.

As explained in the instructions, the iRIS™ system handles the template as a single file that is checked out, populated, then checked back in. After the template is downloaded the user MUST click the Download Complete button on the Download Procedure Template page to finalize the ‘check out’ part of the process.

Note: The download dialog popup persists on the computer screen until the user closes it by selecting an action button on the popup. Clicking the Download Complete button on the Download Procedure Template page does not close the popup dialog. To ensure the check-out process is complete, click the Download Complete button on the Download Procedure Template page before continuing with the template. As shown below, the dialog popup will still be there when the user is returned to the Setup System Services and Procedures List page.

Navigate to the downloaded template file and open it.

As shown in the screenshot above, instructions are provided in columns with specific data or formatting requirements.

Either “Procedure” or “Service” must be entered in the Category column. This is a required data value.

Name is a required data value.

The Expense Type column can only contain Expense Types that exactly match entries in the Animal Expense Category Configuration List. For more information about Expense Type list setup, see the Animal Expense Category Configuration List section of this manual.

Enter a brief Description of the procedure or service in the Description column.

The Species column can only contain Species that exactly match entries in the Animal Species Category Configuration List. This is a required data value. For more information about Species list setup, see the Animal Species Configuration List section of this manual.

Enter “Yes” or “No” in the Is Billable? column.

Use the Billing Code column to enter any billing code, as required by the institution.

Enter the dollar price of the procedure or service in the Costs column. This field accepts up to two decimal places.

Enter the overhead expense assigned to the procedure or service in the Administration Cost column. This field accepts up to two decimal places.

Upload Animal Procedure or Service Template

When the Animal Procedure or Service Template is populated with all desired data, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Animal Procedure & Service Configuration List link to access the Setup System Services and Procedures List page. Click the Upload Procedure/Service(s) button.

An upload dialog popup appears.

Click the Cancel button to close the dialog without completing the upload.

Click the Browse… button to navigate to the completed template and select it, then click the Save selected file button to complete the upload.

Review the uploaded records in the Setup system Services and Procedures List page to ensure the uploaded procedure and service records have correctly populated all columns. Any records that do not meet data content or formatting requirements must be edited or deleted promptly, to ensure they cannot be mistakenly assigned to studies.

Edit Animal Procedure or Service

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Procedure & Service Configuration List link.

The Setup System Services and Procedures List page is opened. Click the icon in the Edit column for the applicable record.

The Edit a procedure/service panel is opened for the selected procedure or service. In the screenshot below, the “Bird Surgery” record (second record in screenshot above) is opened for editing and its Name and Description fields are updated.

Click the Return to List button to close the edit panel without saving changes and return to the Setup System Services and Procedures List page.

Click the Save Procedure/Service button to save changes, close the edit panel and return to the Setup System Services and Procedures List page. The record is revised.

Delete Animal Procedure or Service

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Procedure & Service Configuration List link.

The Setup System Services and Procedures List page is opened.

Click the icon in the Delete icon for the applicable record.

A confirmation popup dialog window appears.

Click CANCEL to close the popup without deleting the record and return to the Setup System Services and Procedures List page.

Click CONFIRM to complete deletion of the record and return to the Setup System Services and Procedures List page.

Merge Animal Procedure or Service

Sometimes a duplicate or erroneous procedure or service record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous record can be merged with a valid record. The valid record is then substituted for the duplicate/erroneous record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Animal Procedure & Service Configuration List link.

The Setup System Services and Procedures List page is opened.

In the example shown above, the second “Cage Door Replacement” record in the list is missing a Billing Code, but this record may have been assigned to one or more studies. Click the Merge Device Records button to begin. A merge panel opens.

Select the checkboxes at far left for the records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup System Services and Procedures List page, where the merge can be confirmed.

Anesthetic Configuration List

The Anesthetic Configuration List is where a list of anesthetics approved by the institution for use in animal subject studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Anesthetic Configuration List link.

The Setup Anesthetic List page is opened.

Anesthetic List Implementation – Application Side

The anesthetic list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Anesthetic Configuration List is made available in an IACUC / ARC application via the Add a New Anesthetic to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Anesthetic List Implementation – Board Side

Anesthetics are added on the application side where required and are not generally subject to direct revision by the board.

Add Anesthetic

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Anesthetic Configuration List link.

The Setup Anesthetic List page is opened. Click the Add a New Record button.

An add panel is opened.

Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Anesthetic dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose and Monitoring details, then click the Save Changes button to save the record and close the add panel.

The new record is added.

Edit Anesthetic

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Anesthetic Configuration List link.

The Setup Anesthetic List 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, then click the Save Changes button to save changes and close the edit panel. The record is revised on the Setup Anesthetic List page.

Delete Anesthetic

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Anesthetic Configuration List link.

The Setup Anesthetic List page is opened.

Click the icon in the Delete column for the applicable record. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Anesthetic List page.

Click CONFIRM to complete deletion of the record and return to the Setup Anesthetic List page.

Merge Anesthetic Records

Sometimes a duplicate or erroneous anesthetic record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous record can be merged with a valid record. The valid record is then substituted for the duplicate/erroneous record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Anesthetic Configuration List link.

The Setup Anesthetic List page is opened. Click the Merge Anesthetic Records button.

In the example shown above, the second “Isoflurane” record was created in error, with an invalid Route of administration. This record may have been assigned to one or more studies and must be merged with the valid record. Click the Merge Anesthetic Records button to begin. A merge panel opens.

Select the checkboxes at far left for the records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup Anesthetic List page, where the merge can be confirmed.

Analgesia Configuration List

The Analgesia Configuration List is where a list of analgesics approved by the institution for use in animal subject studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Analgesia Configuration List link.

The Setup Analgesia List page is opened.

Analgesia List Implementation – Application Side

The analgesia list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Analgesia Configuration List is made available in an IACUC / ARC application via an Add a New Analgesia to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Analgesia List Implementation – Board Side

Analgesics are added on the application side where required and are not generally subject to direct revision by the board.

Add Analgesia

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Analgesia Configuration List link.

The Setup Analgesia List page is opened.

Click the Add a New Record button. An add panel is opened.

Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Analgesia dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose and Monitoring details, then click the Save Changes button to save the record and close the add panel.

The record is added to the Setup Analgesia List page.

Edit Analgesia

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Analgesia Configuration List link.

The Setup Analgesia List 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, then click the Save Changes button to save changes and close the edit panel. The record is revised on the Setup Analgesic List page.

Delete Analgesia

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Analgesia Configuration List link.

The Setup Analgesia List page is opened.

Click the icon in the Delete column for the applicable record. A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Analgesia List page.

Click CONFIRM to complete deletion of the record and return to the Setup Analgesia List page.

Merge Analgesia Records

Sometimes a duplicate or erroneous analgesia record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous record can be merged with a valid record. The valid record is then substituted for the duplicate/erroneous record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Analgesia Configuration List link.

The Setup Analgesia List page is opened. Click the Merge Analgesia Records button.

In the example shown above, the first “Meloxicam” record was created in error. This record may have been assigned to one or more studies and must be merged with the valid record. Click the Merge Analgesia Records button to begin. A merge panel opens.

Select the checkboxes at far left for the records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup Analgesia List page, where the merge can be confirmed.

Stipulation Category

Where the property rb.use_stipulation_category is set to “Yes” (under IACUC Assistant > Review Board Administration > Board Configuration Options > Recommendations and Stipulations), the review board can group stipulation items into categories.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Stipulation Category List link.

The Setup Stipulation Category List page is opened.

Stipulation Category List Implementation – Application Side

Where applicable, stipulations are assigned on the board review side. This list is not employed on the application side.

Stipulation Category List Implementation – Board Side

The stipulation category list is provided as a dropdown picklist for selection of Stipulation Type when a stipulation is added for a submission.

Add Stipulation Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Stipulation Category List link.

The Setup Stipulation Category List page is opened. Click the Add a Stipulation Category button.

Enter a Stipulation Category name and click the Save Stipulation Category button.

The category is added on the main Setup Stipulation Category List page.

Edit Stipulation Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Stipulation Category List link.

The Setup Stipulation Category List page is opened. Click the icon in the Edit column for the applicable item.

The record is opened for editing. Make desired changes to the Stipulation Category name and click the Save Stipulation Category button.

The category is revised on the main Setup Stipulation Category List page.

Delete Stipulation Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Stipulation Category List link.

The Setup Stipulation Category List page is opened. Select the checkbox(es) for the item(s) to be deleted and click the Delete Select Stipulation Category(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Stipulation Category List page.

Click CONFIRM to complete deletion of the record and return to the Setup Stipulation Category List page. The item is deleted.

Archived Location List

Where the property rb.use_archived_location is set to “Yes” (under IACUC Assistant > Review Board Administration > Board Configuration Options > Study Board Properties), the iRIS™ system provides a means for tracking locations where study documentation can be archived.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Archived Location List link.

The Setup Archived Location List page is opened.

Archived Location List Implementation – Application Side

The archived location list is provided as a dropdown picklist on the Study Summary page for selection of Archived Location when a study/submission is renewed or reactivated.

Archived Location List Implementation – Board Side

Where applicable, archive locations are specified on the application side and are not generally subject to direct revision by the board.

Add Archived Location

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Archived Location List link.

The Setup Archived Location List page is opened. Click the Add a New Location button.

Enter the desired Archived Location and click the Save Location button.

The category is added on the main Setup Archived Location List page.

Edit Archived Location

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Archived Location List link.

The Setup Archived Location List page is opened. Click the icon in the Edit column for the applicable item.

The record is opened for editing. Make desired changes to the Archived Location field and click the Save Location button.

The category is revised on the main Setup Archived Location List page.

Delete Archived Location

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Archived Location List link.

The Setup Archived Location List page is opened. Select the checkbox(es) for the item(s) to be deleted and click the Delete Selected Location(s) button.

A confirmation popup window appears.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The record is deleted from the list on the main Setup Archived Location List page.

Device Configuration List

The Device Configuration List is where a list of devices approved by the institution for use in animal subject studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link.

The Setup Device List page is opened.

If the device list is lengthy, use the Device Browse/Find form above the list to search for records by Device Name.

Device List Implementation – Application Side

The device list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Device Configuration List is made available in an IACUC / ARC application via an Add a New Device to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Device List Implementation – Board Side

Devices are added on the application side where required and are not generally subject to direct revision by the board.

Add a New Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link.

The Setup Device List page is opened. Click the Add a New Device button.

An Add a new device to the system panel opens for entry of the new record.

Enter a Device Name, Device Mode and Device Serial Number, then click the Save Changes button.

The add panel is closed and the new record is added on the Setup Device List page.

Download Device Configuration Template

The iRIS™ system provides a mechanism for adding a large quantity of device records at once, via population and upload of a pre-formatted Excel template. Click the Download Device Configuration Template button to begin. A download dialog opens at the bottom of the page.

Click the Cancel button in the download dialog popup to close it without downloading the template.

Click the Save button in the download dialog popup to save the template to the default Downloads folder on the computer. Click the upward-pointing arrow to the right of the Save button to access Save As options, which allow for saving the template to the user’s desired location on the computer.

The download dialog popup message changes when the download is complete, as shown below.

Navigate to the downloaded template file and open it.

As shown in the screenshot above, field length limits are provided in the second row. Enter desired device records to complete the template and save changes to the file.

Upload Device Configuration Template

When the Device Template has been populated with all desired data, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link. The Setup Device List page opens. Click the Upload Device Configuration button.

An upload dialog popup appears.

Click the Cancel button to close the dialog without completing the upload.

Click the Browse… button to navigate to the completed template and select it, then click the Save selected file button to complete the upload.

Review the uploaded records in the Setup Device List page to ensure the uploaded records have correctly populated all columns. Any records that do not meet data content requirements must be edited or deleted promptly, to ensure they cannot be mistakenly assigned to studies.

Edit Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link.

The Setup Device List page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an Edit a device in the system panel. Make desired changes and click the Save Changes button.

The edit panel is closed and the record is revised on the Setup Device List page.

Delete Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link.

The Setup Device List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Device List page.

Click CONFIRM to complete deletion of the record and return to the Setup Device List page.

Merge Device Records

Sometimes a duplicate or erroneous device record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous device record can be merged with a valid device record. The valid device record is then substituted for the duplicate/erroneous device record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Device Configuration List link.

The Setup Device List page is opened.

In the example shown above, the second “Cautery Pen” device record in the list was created in error but may have been assigned to one or more studies. Click the Merge Device Records button to begin. The Merge Device Records page opens.

Select the checkboxes at far left for the device records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Merge Device Records page, where the merge can be confirmed.

Restraint Device Configuration List

The Restraint Device Configuration List is where a list of humane restraint devices approved by the institution for use in animal subject studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Restraint Device Configuration List link.

The Setup Restraint Device List page is opened.

If the restraint device list is lengthy, use the Restraint Device Browse/Find section above the list to search for records by Restraint Device Name.

Restraint Device List Implementation – Application Side

The restraint device list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Restraint Device List is made available in an IACUC / ARC application via an Add a New Restraint Device to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Restraint Device List Implementation – Board Side

Restraint devices are added on the application side where required and are not generally subject to direct revision by the board.

Add a New Restraint Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Restraint Device Configuration List link.

The Setup Restraint Device List page is opened. Click the Add a New Restraint Device button.

The Add a new restraint device to the system panel is opened.

Enter the Restraint Device Name, Restraint Device Mode and Restraint Device Serial Number, then click the Save Changes button to close the add panel.

The record is added to the list on the Setup Restraint Device List page.

Edit Restraint Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Restraint Device Configuration List link.

The Setup Restraint Device List page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an Edit a restraint device in the system panel.

Make desired changes, then click the Save Changes button to update the record and close the add panel. The record is revised on the Setup Restraint Device List page.

Delete Restraint Device

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Restraint Device Configuration List link.

The Setup Restraint Device List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Restraint Device List page.

Click CONFIRM to complete deletion of the record and return to the Setup Restraint Device List page.

Merge Restraint Device Records

Sometimes a duplicate or erroneous restraint device record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous restraint device record can be merged with a valid restraint device record. The valid restraint device is then substituted for the duplicate/erroneous restraint device previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Restraint Device Configuration List link.

The Setup Restraint Device List page is opened.

In the example shown above, the first Restraint Frame device record in the list was created in error but may have been assigned to one or more studies. Click the Merge Restraint Device Records button to begin. The Merge Restraint Device Records page opens.

Select the checkboxes at far left for the device records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Merge Restraint Device Records page, where the merge can be confirmed.

Drug Configuration List

The Drug Configuration List is where a list of drugs approved by the institution for use in studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link.

The Setup Drug List page is opened.

If the drug list is lengthy, use the Drug Browse/Find section above the list to search for records by Drug Name.

Drug List Implementation – Application Side

Where this field is in use by the institution, it appears in the study application form.

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Drug List Implementation – Board Side

Drugs are added on the application/study side where required and are not generally subject to direct revision by the board.

Add a New Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link.

The Setup Drug List page is opened. Click the Add a New Drug button.

An Add a new drug to the system panel opens. Enter Trade Name, Generic Name and if not yet named, Investigational Name details, then click the Save Changes button to save the record and close the add panel.

The new drug is added on the Setup Drug List page.

Download Drug Configuration Template

The iRIS™ system provides a mechanism for adding a large quantity of drug records at once, via population and upload of a pre-formatted Excel template. Click the Download Drug Configuration Template button to begin. A download dialog opens at the bottom of the page.

Click the Cancel button in the download dialog popup to close it without downloading the template.

Click the Save button in the download dialog popup to save the template to the default Downloads folder on the computer. Click the upward-pointing arrow to the right of the Save button to access Save As options, which allow for saving the template to the user’s desired location on the computer.

The download dialog popup message changes when the download is complete, as shown below.

Navigate to the downloaded template file and open it.

As shown in the screenshot above, field length limits are provided in the second row. Enter desired drug records to complete the template and save changes to the file.

Upload Drug Configuration Template

When the Drug Template has been populated with all desired data, IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link. The Setup Drug List page opens. Click the Upload Drug Configuration button.

An upload dialog popup appears.

Click the Cancel button to close the dialog without completing the upload.

Click the Browse… button to navigate to the completed template and select it, then click the Save selected file button to complete the upload.

Review the uploaded records in the Setup Drug List page to ensure the uploaded records have correctly populated all columns. Any records that do not meet data content requirements must be edited or deleted promptly, to ensure they cannot be mistakenly assigned to studies.

Edit Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link.

The Setup Drug List page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an Edit a drug in the system panel.

Make desired changes and click the Save Changes button to save the record and close the edit panel. The record is revised on the Setup Drug List page.

Delete Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link.

The Setup Drug List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Drug List page.

Click CONFIRM to complete deletion of the record and return to the Setup Drug List page.

Merge Drug Records

Sometimes a duplicate or erroneous drug record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous drug record can be merged with a valid drug record. The valid drug record is then substituted for the duplicate/erroneous drug record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Drug Configuration List link.

The Setup Drug List page is opened. Click the Merge Drug Records button.

In the example shown above, the “Motrin” drug record was created in error, as Motrin is another trade name for Ibuprofen and that drug is already in the list under the Trade Drug Name “Advil”. The Motrin record may have been assigned to one or more studies and must be merged with the “Advil” record. Click the Merge Selected Records button to begin. The Merge Drug Records page opens.

Select the checkboxes at far left for the drug records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Merge Drug Records page, where the merge can be confirmed.

Euthanasia Method Configuration List

The Euthanasia Method Configuration List is where a list of humane methods of euthanasia approved by the institution for use in animal subject studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Euthanasia Method Configuration List link.

The Setup Euthanasia List page is opened.

Euthanasia List Implementation – Application Side

The euthanasia list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application Pain and Distress section — the Setup Euthanasia Method List is made available in an IACUC / ARC application via the Add a New Euthanasia to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Euthanasia List Implementation – Board Side

Euthanasia methods are added on the application side where required and are not generally subject to direct revision by the board.

Add Euthanasia Method

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Euthanasia Method Configuration List link.

The Setup Euthanasia Method List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record. Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Euthanasia Method dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose and Monitoring details, then click the Save Changes button to save the record and close the add panel.

The new record is added on the Setup Euthanasia Method List page.

Edit Euthanasia Method

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Euthanasia Method Configuration List link.

The Setup Euthanasia List page is opened. Click the icon in the Edit column for the applicable record. In this example, the equals sign ( = ) is being deleted from the Dose field in the second “American Crow (USDA E)” record.

The record is opened in an edit panel. Make desired changes and click the Save Changes button.

When an attempt is made to change the Species Name or Euthanasia Method in a euthanasia method record that is already assigned to one or more studies, the following warning popup window appears, and the record is not edited.

Otherwise, the record is revised on the Setup Euthanasia List page.

Delete Euthanasia Method

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Euthanasia Method Configuration List link.

The Setup Euthanasia List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Euthanasia Method List page.

Click CONFIRM to complete deletion of the record and return to the Setup Euthanasia Method List page.

When an attempt is made to delete a euthanasia method already assigned to one or more studies, the following warning popup window appears, and the record is not deleted.

Merge Euthanasia Method Records

Sometimes a duplicate or erroneous euthanasia record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous euthanasia record can be merged with a valid euthanasia record. The valid euthanasia record is then substituted for the duplicate/erroneous euthanasia record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Euthanasia Method Configuration List link.

The Setup Euthanasia Method List page is opened. Click the Merge Euthanasia Records button.

In the example shown above, the second “Carbon Dioxide” record was created in error. This record may have been assigned to one or more studies and must be merged with the first “Carbon Dioxide” record. Click the Merge Selected Records button to begin. A merge panel opens.

Select the checkboxes at far left for the records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup Euthanasia page, where the merge can be confirmed.

Fluid Extract Configuration List

The Fluid Extract Configuration List is where a list of fluids that may be extracted from animal subjects in a study (e.g., blood, urine, etc.) is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Fluid Extract Configuration List link.

The Setup Fluid Extract List page is opened.

Fluid Extract List Implementation – Application Side

The fluid extract list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Fluid Extract List is made available to an IACUC / ARC application via the Add a New Fluid Extract to the Study button

IACUC / ARC Study Application — the Fluid Extract List is made available to an IACUC / ARC application in the Blood/Tissue/Other Samples collected section

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Fluid Extract List Implementation – Board Side

Fluid extracts are added on the application side where required and are not generally subject to direct revision by the board.

Add Fluid Extract

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Fluid Extract Configuration List link.

The Setup Fluid Extract List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record. Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Fluid Extraction dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Frequency dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Volume and Method of Collection details, then click the Save Changes button to save the record and close the add panel.

The new record is added on the Setup Fluid Extract List page.

Edit Fluid Extract

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Fluid Extract Configuration List link.

The Setup Fluid Extract List page is opened.

The record is opened in a panel with editable fields. Make desired changes and click the Save Changes button.

When an attempt is made to change the Species Name or Fluid Extraction in a fluid extract record that is already assigned to one or more studies, the following warning popup window appears, and the record is not edited.

Otherwise, the record is revised on the Setup Fluid Extract List page.

Delete Fluid Extract

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Fluid Extract Configuration List link.

The Setup Fluid Extract List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Fluid Extract List page.

Click CONFIRM to complete deletion of the record and return to the Setup Fluid Extract List page.

When an attempt is made to delete a fluid extract method already assigned to one or more studies, the following warning popup window appears, and the record is not deleted.

Merge Fluid Extracts

Sometimes a duplicate or erroneous fluid extract record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous fluid extract record can be merged with a valid fluid extract record. The valid fluid extract record is then substituted for the duplicate/erroneous fluid extract record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Fluid Extract Configuration List link.

The Setup Fluid Extract List page is opened. Click the Merge Fluid Extract Records button.

In the example shown above, the first fluid extract record for “Rat (USDA D)” was created in error. This record may have been assigned to one or more studies and must be merged with the second fluid extract record for “Rat (USDA D)”. Click the Merge Fluid Extract Records button to begin. A merge panel opens.

Select the checkboxes at far left for the records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup Fluid Extract List page, where the merge can be confirmed.

Internal Document Category

The Internal Document Category list is where a list of standard, internal review board documents is maintained. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Document Category link.

The Setup Board Internal Document Category List page is opened.

Internal Document List Implementation – Application Side

The internal document list is employed in the following areas on the application side of iRIS™.

Animal Procurement and Maintenance Information section — any supporting document(s) pertaining to animal subject adoption procedures can be added to an IACUC / ARC study in the Completed Experiment section of the application form

IACUC Funding Questions — any supporting document pertaining to IACUC funding can be added to an IACUC / ARC study in the IACUC Funding Questions section of the application form

Initial Review Submission Form — internal study documents can be attached to the application in the Other Study Documents section

Review Board Internal Documents — Review Board Internal Documents added to a study can be accessed on the application side via IACUC/Animal Resource Center > Find a Study > [study opened] > Study Management tab > Study Summary/Profile link > Study Management tab > Review Board Internal Documents link

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Internal Document List Implementation – Board Side

The internal document list is employed in the following areas on the review board / system setup side of iRIS™.

Review Board Internal Documents add form — board members can add internal documents via the Review Board Internal Documents add form

Add Internal Document Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Document Category link.

The Setup Board Internal Document Category List page is opened. Click the Add a Document Category button.

An add panel is opened for creation of the new record. Enter the new Document Category and click the Save Document Category button.

The record is added to the list on the main Setup Board Internal Document Category List page.

Edit Internal Document Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Document Category link.

The Setup Board Internal Document Category List page is opened. Click the icon in the Edit column for the applicable record.

An edit panel is opened. Enter desired changes and click the Save Document Category button.

The record is revised on the main Setup Board Internal Document Category List page.

Delete Internal Document Category

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Document Category link.

The Setup Board Internal Document Category List page is opened. Select the checkbox in the far-left column for the applicable record and click the Delete Selected Document Category(s) button.

A confirmation popup window appears.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The record is deleted from the list on the main Setup Board Internal Document Category List page.

Internal Routing User Roles

The Internal Routing User Roles list is where a list of study roles involved in study document review and signoff is maintained. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Routing User Roles link.

The Setup Internal Routing User Roles List page is opened.

Note: the review board property rb.useReviewRouting_user_role must be set to “Yes” in order to use the Internal Routing User Roles feature.

Internal Routing User Role List Implementation – Application Side

Note: the review board property rb.useReviewRouting_user_role must be set to “Yes” in order to use the Internal Routing User Roles feature.

The internal routing user role list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the internal routing user role dropdown is employed when making internal routing assignments for a submission

IACUC / ARC Study Application — the internal routing user role dropdown is employed in the Assign Reviewers section of the Pre-review Screening tab

Note that selection of an Ad Hoc reviewer role unlocks fields for selection of a named reviewer.

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Internal Routing User Role List Implementation – Board Side

The internal routing user role list is utilized during Pre-Review screening, as described in the previous section, and routing assignments made at that time are not generally subject to direct revision by the board.

Add Internal Routing User Role

Note: the review board property rb.useReviewRouting_user_role must be set to “Yes” in order to use the Internal Routing User Roles feature.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Routing User Roles link.

The Setup Internal Routing User Roles List page is opened. Click the Add a User Role button.

An add an internal routing user role panel is opened for creation of the new record. Enter the new User Role and click the Save User role button.

The add panel is closed and the record is added to the list on the Setup Internal Routing User Roles List page.

Edit Internal Routing User Role

Note: the review board property rb.useReviewRouting_user_role must be set to “Yes” in order to use the Internal Routing User Roles feature.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Routing User Roles link.

The Setup Internal Routing User Roles List page is opened. Click the icon in the Edit column for the applicable record.

An edit an internal routing user role panel is opened. Enter desired changes and click the Save User Role button.

The edit panel is closed, and the record is revised on the Setup Internal Routing User Roles List page.

Delete Internal Routing User Role

Note: the review board property rb.useReviewRouting_user_role must be set to “Yes” in order to use the Internal Routing User Roles feature.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Internal Routing User Roles link.

The Setup Internal Routing User Roles List page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Role(s) button.

A confirmation popup window appears.

Click CANCEL to close the popup without deleting the record.

Click CONFIRM to delete the record and close the popup. The record is deleted from the list on the main Setup Internal Routing User Roles List page.

Member Specialty Configuration List

The Member Specialty Configuration List is where a list of review board member academic or medical specialties is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Member Specialty Configuration List link.

The System Administration – Member Specialty page is opened.

Member Specialty List Implementation – Application Side

The member specialty list is employed on the review board side only.

Member Specialty List Implementation – Board Side

Member specialties are added to review board member user profiles at the time the system administrator sets up their iRIS™ user accounts, and the specialty configuration list is also made available as a dropdown picklist when guests are added to the meeting attendance section for a meeting agenda (shown below).

Add Member Specialty

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Member Specialty Configuration List link.

The System Administration – Member Specialty page is opened. Click the Add a New Record button.

An add panel is opened. Enter the Specialty and click the Save Record button.

The record is added to the System Administration – Member Specialty list page.

Edit Member Specialty

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the click the Member Specialty Configuration List link.

The System Administration – Member Specialty 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 Record button. The record is revised on the System Administration – Member Specialty list page.

Delete Member Specialty

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the click the Member Specialty Configuration List link.

The System Administration – Member Specialty page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the System Administration – Member Specialty list page.

Click CONFIRM to complete deletion of the record and return to the System Administration – Member Specialty list page. The record is deleted from the list.

Paralyzing Agent Configuration List

The Paralyzing Agent Configuration List is where a list of paralytic agents approved by the institution for use in animal studies is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Paralyzing Agent Configuration List link.

The Setup Paralyzing Agent List page is opened.

Paralyzing Agent List Implementation – Application Side

Where this field is in use by the institution, it appears in the study application form.

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Paralyzing Agent List Implementation – Board Side

Paralyzing agents are added on the application side where required and are not generally subject to direct revision by the board.

Add Paralyzing Agent

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Setup Paralyzing Agent Configuration List link.

The Setup Paralyzing Agent List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record. Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Paralyzing Agent dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose and Monitoring details, then click the Save Changes button to save the record and close the add panel.

The new record is added on the Setup Paralyzing Agent List page.

Edit Paralyzing Agent

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Paralyzing Agent Configuration List link.

The Setup Paralyzing Agent List 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 Changes button.

The record is revised on the Setup Paralyzing List page.

Delete Paralyzing Agent

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Paralyzing Agent Configuration List link.

The Setup Paralyzing Agent List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Paralyzing Agent List page.

Click CONFIRM to complete deletion of the record and return to the Setup Paralyzing Agent List page.

Predefined Stipulations

The Predefined Stipulations List is where a list of boilerplate stipulations approved by the institution for use in studies is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Predefined Stipulations link.

The Setup Stipulation page is opened.

Predefined Stipulation List Implementation – Application Side

Stipulations are generally assigned and tracked by the applicable review board, making this functionality inapplicable on the application side.

Predefined Stipulation List Implementation – Board Side

The predefined stipulation list is employed in the following areas on the review board / system setup side of iRIS™.

IACUC / ARC Study Application — the Predefined Stipulation List is employed on the Stipulation tab of the Initial Review Submission Packet, which is accessed via IACUC / ARC > Submissions > [submission opened for editing]

Click the Add Pre-defined button to open the predefined stipulations list.

For more information about IACUC study application processing, see the IACUC Assistant - IACUC Assistant Manual.

Add Predefined Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Predefined Stipulations link.

The Setup Stipulation page is opened. Click the Add a New Stipulation button.

The Add a stipulation to the system panel is opened.

Enter desired stipulation text in the Stipulation Content area. Use the toolbar buttons to format the text, insert links or insert images. Enter a numeric Order value to indicate routing priority order for the stipulation.

If stipulation categories are in use at the institution (property rb.use_stipulation_category set to “Yes” under IACUC Assistant > Review Board Administration > Board Configuration Options > Recommendations and Stipulations) a Category field is also included at the top of the page, as shown below. Select the applicable Category from the dropdown list.

In the example below, the add panel is complete. Click the Save Stipulation button to save the new record and close the add panel.

The new stipulation is added on the main Setup Stipulation list page.

Edit Predefined Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Predefined Stipulations link.

The Setup Stipulation page is opened. Click the icon in the Edit column for the applicable record.

The selected record is opened in an Edit a pre-defined system stipulation panel.

Note that if stipulation categories are in use at the institution (property rb.use_stipulation_category set to “Yes” under IACUC Assistant > Review Board Administration > Board Configuration Options > Recommendations and Stipulations) a Category field is included in the edit panel.

Make desired changes and click the Save Stipulation button to save changes and close the edit panel. The record is updated on the Setup Stipulation list page.

Delete Predefined Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Predefined Stipulations link.

The Setup Stipulation page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Stipulation(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Stipulation page.

Click CONFIRM to complete deletion of the record and return to the Setup Stipulation page. The record is deleted from the Setup Stipulation page.

Review Outcome/Outcome Configuration List

The Review Outcome / Outcome Configuration List is where a list of predefined review outcomes is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Review Outcome / Outcome Configuration List link.

The Setup Board Review Outcome List page is opened.

Review Outcome List Implementation – Application Side

Review outcomes are generally assigned by the applicable review board, making this functionality inapplicable on the application side.

Review Outcome List Implementation – Board Side

The review outcome list is employed in the following areas on the review board / system setup side of iRIS™.

IACUC / ARC Submission — the Review Outcome dropdown list is employed in the Outcome tab within submission processing screens

Add Review Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Review Outcome / Outcome Configuration List link.

The Setup Board Review Outcome List page is opened. Click the Add a New Action button.

The add a review outcome panel is opened. Note the default selections of “No” for Response Required, Submission Copy required and Use Sub-Workflow.

A selection of “Yes” for Response Required means that where this outcome is assigned, an application / submission will be returned and held from further progress until the required response is received.

A selection of “Yes” for Submission Copy Required means that where this outcome is assigned, a copy of the submission will be added to the Not Assigned queue. This option is typically used for tabled submissions that are to be assigned to a future meeting.

A selection of “Yes” for Use Sub-Workflow means that where this outcome is assigned, the system will trigger a sub-workflow that must be completed before submission for final approval.

Enter a Review Outcome and click to select “Yes” or “No” for Response Required, Submission Copy required and Use Sub-Workflow, then click the Save Review Outcome button.

The record is added on the main Setup Board Review Outcome List page.

Edit Review Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Review Outcome / Outcome Configuration List link.

The Setup Board Review Outcome List page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an edit a review outcome panel.

A selection of “Yes” for Response Required means that where this outcome is assigned, an application / submission will be returned and held from further progress until the required response is received.

A selection of “Yes” for Submission Copy Required means that where this outcome is assigned, a copy of the submission will be added to the Not Assigned queue. This option is typically used for tabled submissions that are to be assigned to a future meeting.

A selection of “Yes” for Use Sub-Workflow means that where this outcome is assigned, the system will trigger a sub-workflow that must be completed before submission for final approval.

Make desired changes and click the Save Review Outcome button.

The edit panel is closed, and the record is updated on the Setup Board Review Outcome List page.

Delete Review Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Review Outcome / Outcome Configuration List link.

The Setup Board Review Outcome List page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted, then click the Delete Selected Action(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Board Review Outcome List page.

Click CONFIRM to complete deletion of the record and return to the Setup Board Review Outcome List page. The record is deleted from the Setup Board Review Outcome List page.

Reviewer Rank Configuration List

The Reviewer Rank Configuration List is where a list of predefined reviewer ranks is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Reviewer Rank Configuration List link.

The Setup Reviewer Rank List page is opened.

Reviewer Rank List Implementation – Application Side

Reviewer ranks are generally assigned and tracked by the Coordinator and/or applicable review board, making this functionality inapplicable on the application side.

Reviewer Rank List Implementation – Board Side

The reviewer rank list is employed in the following areas on the review board / system setup side of iRIS™.

IACUC / ARC Application — the Reviewer Rank List is employed on the Pre-review Screening tab of the Initial Review Submission Packet, which is accessed via IACUC / ARC > Submissions > [submission opened for editing]

If the reviewer rank selected in the Reviewer Role column is an Ad Hoc rank, additional fields populate in the Reviewer column for entry of the reviewer name.

Add Reviewer Rank

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Reviewer Rank Configuration List link.

The Setup Reviewer Rank List page is opened. Click the Add a New Rank button.

An add panel is opened for creation of the new record.

Enter a Reviewer Rank.  

Click to select “Yes” or “No” for Is this the label for an Ad Hoc reviewer. Note that the field defaults to “Yes”.

In the If this is not an Ad Hoc Review please add the Rank ( e.g., 1, 2, 3) field, enter a single digit from zero (0) through three (3). “0” indicates an Ad Hoc reviewer. “1” indicates a Primary Reviewer. “2” indicates a Secondary Reviewer. “3” indicates any other review level. “0” indicates Ad Hoc.

Note that if no entry is made in the If this is not an Ad Hoc Review please add the Rank ( e.g., 1, 2, 3) field a default value of “0” will be stored by the system, indicating this is an Ad Hoc Reviewer role.

Click the Save Reviewer Rank button to close the add panel. The record is added on the Setup Reviewer Rank List page.

Edit Reviewer Rank

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Reviewer Rank Configuration List link.

The Setup Reviewer Rank List 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 Reviewer Rank button.

The edit panel is closed, and the record is revised on the Setup Reviewer Rank List page.

Delete Reviewer Rank

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Reviewer Rank Configuration List link.

The Setup Reviewer Rank List page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Rank(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Reviewer Rank List page.

Click CONFIRM to complete deletion of the record and return to the Setup Reviewer Rank List page. The record is deleted from the Setup Reviewer Rank List page.

Setup Review Board Stipulation Actions

The Review Board Stipulation Actions List is where a list of boilerplate review board stipulation actions approved for use in studies is maintained in the iRIS™ system.

These actions are applied to stipulations when a study submits its response to the review board. Review board stipulation actions determine if the incoming stipulation can be closed as complete or must be retained as an outstanding item to the study.

To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Setup Review Board Stipulation Actions link.

The Setup Stipulation Review Board Actions page is opened.

Add Review Board Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Setup Review Board Stipulation Actions link.

The Setup Stipulation Review Board Actions page is opened. Click the Add a Stipulation Action button.

An add panel is opened for creation of the new record.

The Automatically Copy Stipulation from Previous Submission to Current Submission setting controls whether the stipulation is to be closed as completed or copied to the current submission and remain as an outstanding item to the study. “No” indicates the stipulation is to be closed. “Yes” indicates the stipulation will remain as an outstanding item to the study.

The Default Stipulation Review Outcome when the Submission is Complete selection dictates whether a closed status is to be automatically assigned to the stipulation. Click the Save Stipulation Action button to add the record to the list.

Complete the form as desired and click the Save Stipulation Action button.

The record is added to the Setup Stipulation Review Board Actions list page.

Edit Review Board Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Setup Review Board Stipulation Actions link.

The Setup Stipulation Review Board Actions 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 Stipulation Action button.

The edit panel is closed, and the record is revised on the Setup Stipulation Review Board Actions list page.

Delete Review Board Stipulation

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Setup Review Board Stipulation Actions link.

The Setup Stipulation Review Board Actions page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Stipulation Action(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Stipulation Review Board Actions page.

Click CONFIRM to complete deletion of the record and return to the Setup Stipulation Review Board Actions page. The record is deleted from the Setup Stipulation Review Board Actions page.

Setup Training Courses

Direct access to the Define Training Courses area under iRIS™ System Administration > List Configuration and Maintenance > System Setup tab > User Training Setup section is provided for the IACUC review board under IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Setup Training Courses link.

See the List Configuration and Maintenance section of the System Administration – User Training Manual for more information about configuring and tracking iRIS™ user training.

Business Associate List

The Business Associate List link is used to access system functions related to business associates. In this context, a business associate is an institution or business which interacts with the institution where iRIS™ is in use.

Within the iRIS™ system, business associate entities can be added as a study sponsor, vendor or subrecipient, or as a third party in a conflict of interest.

For more information about business associate list management activities, see the IACUC Assistant — Business Associate List manual.

Sponsor Type

The Sponsor Type configuration list is where a list of predefined sponsor types is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Sponsor Type link.

The Setup Sponsor Type page is opened.

Sponsor Type Implementation: Application Side

The sponsor type list is employed when a sponsor is added to the study application via the Add a New Sponsor to the Study button. As shown below, any sponsor listed in the table beneath the add button includes the Sponsor Type designation selected when the sponsor is added to the application.

Sponsor Type Implementation: Board Side

The sponsor type list is employed in the System Setup of Business Associate List page, as shown below.

When “Sponsor” is selected from among the Associate Group options (large red arrow in screenshot above), new fields populate for selection of the sponsor type (small red arrow and red box in screenshot above) and entity details.

Add Sponsor Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Sponsor Type link.

The Setup Sponsor Type page is opened. Click the Add a New Category button.

An add panel is opened for creation of the new record.

Enter a Sponsor Type name. At some institutions a numeric code is included in the name, as shown in the previous screenshot. The name should be distinct from any pre-existing items in the configuration list.

Enter the desired Sort Order Number. This number specifies the order in which sponsors appear in the configuration list and dropdown picklist of sponsors.

Note: If a number that is already in use is selected, when this record is saved its Sort Order Number overrides any pre-existing item with the same sort order. The overridden item and all items that follow it in the list are incremented by one (1) and moved down one (1) position in the configuration list.

Select “Yes” or “No” for Include Sponsors of this group in Disclosure Search field.

Enter a Description of the sponsor to assist system users in distinguishing it from other sponsors in the list.

An example of the filled add panel is shown below. Click the Save Category button.

The record is added on the Setup Sponsor Type page.

Edit Sponsor Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Sponsor Type link.

The Setup Sponsor Type page is opened. Click the icon in the Edit column for the applicable record.

The selected record is opened in an edit panel. Make desired changes to the fields in the panel.

At some institutions a numeric code is included in the Sponsor Type name, as shown above. The name should be distinct from any pre-existing items in the configuration list.

The Sort Order Number specifies the order in which sponsors appear in the configuration list and dropdown picklist of sponsors.

Note: If a number that is already in use is selected, when this record is saved its Sort Order Number overrides any pre-existing item with the same sort order. The overridden item and all items that follow it in the list are incremented by one (1) and moved down one (1) position in the configuration list.

Select “Yes” or “No” for Include Sponsors of this group in Disclosure Search field.

Enter a Description of the sponsor to assist system users in distinguishing it from other sponsors in the list.

Click the Save Category button to save changes.

The record is revised on the Setup Sponsor Type page.

Delete Sponsor Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Sponsor Type link.

The Setup Sponsor Type page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Sponsor Type list page.

Click CONFIRM to complete deletion of the record and return to the Setup Sponsor Type list page. The record is deleted from the list.

Study Document Outcome/Outcome Configuration List

The Document Outcome/Outcome Configuration List is where a list of boilerplate outcome statuses approved for use in studies is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Study Document Outcome / Outcome Configuration List link.

The Setup Protocol Document Outcome page is opened.

Note that at some institutions, the term “Study” is substituted for “Protocol”. These terms may be used interchangeably in manual text and screenshots.

Study Document Outcome List Implementation – Application Side

Study document outcomes are assigned by the applicable review board, making this functionality inapplicable on the application side.

Study Document Outcome List Implementation – Board Side

The study document outcome list is employed in the following areas on the review board / system setup side of iRIS™.

Submission processing — the Study Document Outcome list is employed as a dropdown picklist in the Outcome field when approving a study document within submission processing screens

Add Study Document Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Study Document Outcome / Outcome Configuration List link.

The Setup Protocol Document Outcome page is opened. Click the Add a New Status button.

An add a review outcome panel is opened for creation of the new record. Below, the blank form is shown with the default selection of “No” in place for Create PDF.

When “Yes” is selected for Create PDF, indicating that the document given this outcome is to be converted to a PDF, three additional fields pertaining PDF settings are unlocked with default selections set to “No”.

Note that Create PDF must be set to “Yes” for any document to which an electronic document stamp will be applied.

Use Approved Stamp – This option is only available where the review board property “rb.stamp_study_doc” (under IACUC Assistant > Review Board Administration > Board Configuration Options > Document Processing) is turned on. When this option is set to “Yes”, the study document PDF with this outcome assigned will have an electronic approval stamp applied.

Use Void Stamp – When this option is set to “Yes”, the study document PDF with this outcome assigned will have an electronic VOID watermark applied.

Start From Original Document - When this option is set to “Yes”, the assigned outcome is applied to the original document. When this option is set to “No”, the assigned outcome is applied to a PDF of the original document that was previously created as part of a prior outcome.  

This setting is useful in cases where the review board needs to revisit a study document and assign a different outcome. For example, when a PDF document with a VOID watermark is subsequently approved, Start from Original Document must be set to “Yes” to ensure the VOID watermark is removed from the document.

Fill the form as desired and click the Save Study Document Outcome button.

The outcome is added on the Setup Protocol Document Outcome list page.

Edit Study Document Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Study Document Outcome / Outcome Configuration List link.

The Setup Protocol Document Outcome page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an edit a review outcome panel.

When “Yes” is selected for Create PDF, indicating that the document given this outcome is to be converted to a PDF, three additional fields pertaining PDF settings are unlocked with default selections set to “No”.

Note that Create PDF must be set to “Yes” for any document to which an electronic document stamp will be applied.

Use Approved Stamp – This option is only available where the Review Board Property “rb.stamp_study_doc” (under IACUC Assistant > Review Board Administration > Board Configuration Options > Document Processing) is turned on. When this option is set to “Yes”, the study document PDF with this outcome assigned will have an electronic approval stamp applied.

Use Void Stamp – When this option is set to “Yes”, the study document PDF with this outcome assigned will have an electronic VOID watermark applied.

Start From Original Document - When this option is set to “Yes”, the assigned outcome is applied to the original document. When this option is set to “No”, the assigned outcome is applied to a PDF of the original document that was previously created as part of a prior outcome.  

This setting is useful in cases where the review board needs to revisit a study document and assign a different outcome. For example, when a PDF document with a VOID watermark is subsequently approved, Start from Original Document must be set to “Yes” to ensure the VOID watermark is removed from the document.

Edit the record as desired and click the Save Protocol Document Outcome button. The edit panel is closed, and the record is revised on the Setup Protocol Document Outcome list page.

Delete Study Document Outcome

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Study Document Outcome / Outcome Configuration List link.

The Setup Protocol Document Outcome page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Status(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Protocol Document Outcome page.

Click CONFIRM to complete deletion of the record and return to the Setup Protocol Document Outcome page. The record is deleted from the Setup Protocol Document Outcome page.

Study Dashboard(s) Tab Allocation

The iRIS™ system allows institutions to configure the order in which study status tabs appear on study dashboards. Configuration of this feature is accessed via IACUC Assistant > Review Board Administration > List Maintenance Setup tab > Study Dashboard(s) Tab Allocation link.

See the Document Management manual for more information about this feature.

Substance Configuration List

The Substance Configuration List is where a list of medicinal, nutritional and other substances approved by the institution for use in studies is maintained in the iRIS™ system. To view the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Substance Configuration List link.

The Setup Substance List page is opened.

Substance List Implementation – Application Side

The substance list is employed in the following areas on the application side of iRIS™.

Study application — the Substance Configuration List is available in the IACUC / ARC study application

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Substance List Implementation – Board Side

Substances are added on the application side where required and are not generally subject to direct revision by the board.

Add Substance

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Substance Configuration List link.

The Setup Substance List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record. Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Substance dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose, Frequency, Expected Effect and Possible Side Effect details, then click the Save Changes button to save the record and close the add panel.

The new record is added on the Setup Substance List page.

Edit Substance

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Substance Configuration List link.

The Setup Substance List 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 Changes button.

When an attempt is made to change the Species Name or Substance in a record that is already assigned to one or more studies the following warning popup window appears, and the record is not edited.

Otherwise, the record is revised on the Setup Substance List page.

Delete Substance

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Substance Configuration List link.

The Setup Substance List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Substance List page.

Click CONFIRM to complete deletion of the record and return to the Setup Substance List page.

When an attempt is made to delete a substance already assigned to one or more studies the following warning popup window appears, and the record is not deleted.

Strain Configuration List

This is where a list of animal species strains approved for use in studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Strain Configuration List link.

The Strain List page is opened.

Strain List Implementation – Application Side

The strain list is employed in the following areas on the application side of the iRIS™ system.

Project Identification section— a strain can be added to a study via the Add a New Strain to the Study button on the application form

Pain and Distress section — a strain must be specified when adding a new species pain classification to the study; when the Add a New Species Pain Classification to the Study button is clicked, the Study Pain Classification Details popup is opened; strain is a required field on the popup

For more information about the IACUC study application, see the IACUC Assistant - IACUC Assistant Manual.

Arc Order Form — the strain list is employed in the Requested Animals section of the Arc Order Form

Internal Transfer Form — the strain list is employed in the Requested Animal Transfer section of the Internal Transfer Form

Animal Records — the strain list is employed in the search form provided in the Animal Records section of the Animal Management tab when reviewing a submission

Strain List Implementation – Board Side

Strains are added on the application side where required and are not generally subject to direct revision by the board.

Add Strain

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Strain Configuration List link.

The Setup Species Strain List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record.

Select a Species Name from the dropdown list.

Enter the Strain name and click the Save Changes button.

The record is added to the Setup Species Strain List page.

Edit Strain

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Strain Configuration List link.

The Setup Species Strain List 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 Changes button.

The record is revised on the Setup Species Strain List page.

Delete Strain

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Strain Configuration List link.

The Setup Species Strain List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Species Strain List page.

Click CONFIRM to complete deletion of the record and return to the Setup Species Strain List page.

IACUC Drug Configuration List

The IACUC Drug Configuration List is where a list of drugs approved by the institution for use in studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the IACUC Drug Configuration List link.

The Setup IACUC Drug List page is opened.

If the drug list is lengthy, use the IACUC Drug Browse/Find section above the list to search for records by Drug Name.

IACUC Drug List Implementation – Application Side

The IACUC drug list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the IACUC Drug List is made available in an IACUC / ARC application via an Add a New IACUC Drug to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

IACUC Drug List Implementation – Board Side

IACUC drugs are added on the application side where required and are not generally subject to direct revision by the board.

Add a New IACUC Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the IACUC Drug Configuration List link.

The Setup IACUC Drug List page is opened. Click the Add a New IACUC Drug button.

An Add a new drug to the system panel is opened for creation of the new record.

Enter the Trade Name and Generic Name for the drug.

If the drug is an experimental formulation, complete the If not yet named, Investigational Name field.

Click the Save Changes button to close the add panel and save the record. The record is added on the Setup IACUC Drug List page.

Edit IACUC Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the IACUC Drug Configuration List link.

The Setup IACUC Drug List page is opened. Click the icon in the Edit column for the applicable record.

An Edit a drug in the system panel is opened with editable fields.

Make desired changes and click the Save Changes button to close the edit panel and save the record. The record is revised on the Setup IACUC Drug List page.

Delete IACUC Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the IACUC Drug Configuration List link.

The Setup IACUC Drug List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup IACUC Drug List page.

Click CONFIRM to complete deletion of the record and return to the Setup IACUC Drug List page.

Merge IACUC Drug Records

Sometimes a duplicate or erroneous IACUC drug record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous drug record can be merged with a valid drug record. The valid drug record is then substituted for the duplicate/erroneous drug record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the IACUC Drug Configuration List link.

The Setup IACUC Drug List page is opened. Click the Merge IACUC Drug Records button.

In the example shown above, the second, inaccurate “Soloxine” drug record was created in error. The erroneous “Soloxine” record may have been assigned to one or more studies and must be merged with the valid “Soloxine” record. Click the Merge Drug Records button to begin. The Merge IACUC Drug Records page opens.

Select the checkboxes at far left for the drug records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Merge IACUC Drug Records page, where the merge can be confirmed.

Tranquilizing Drug Configuration List

The Tranquilizing Drug Configuration List is where a list of tranquilizing drugs approved by the institution for use in studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Tranquilizing Drug Configuration List link.

The Setup Tranquilizing Drug List page is opened.

Tranquilizing Drug List Implementation – Application Side

The tranquilizing drug list is employed in the following areas on the application side of iRIS™.

IACUC / ARC Study Application — the Tranquilizing Drug List is made available to an IACUC / ARC application via an Add a New Tranquilizing Drug to the Study button

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Tranquilizing Drug List Implementation – Board Side

Tranquilizing drugs are added on the application side where required and are not generally subject to direct revision by the board.

Add a New Tranquilizing Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Tranquilizing Drug Configuration List link.

The Setup Tranquilizing Drug List page is opened. Click the Add a New Record button.

An add panel is opened for creation of the new record.

Click on the Species Name dropdown list to open it and select the desired species.  

Click on the Tranquilizing Drug dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Click on the Route dropdown list to open it. If the desired item is not in the list, manually enter it in the or create New field directly to the right of the dropdown list.

Enter Dose and Monitoring details, then click the Save Changes button to save the record and close the add panel.

The new record is added on the Setup Tranquilizing Drug List page.

Edit Tranquilizing Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Tranquilizing Drug Configuration List link.

The Setup Tranquilizing Drug List page is opened. Click the icon in the Edit column for the applicable record.

An edit panel is opened for the selected record.

Make desired changes and click the Save Changes button to close the edit panel and save the record. The record is revised on the Setup Tranquilizing Drug List page.

Delete Tranquilizing Drug

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Tranquilizing Drug Configuration List link.

The Setup Tranquilizing Drug List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Tranquilizing Drug List page.

Click CONFIRM to complete deletion of the record and return to the Setup Tranquilizing Drug List page.

Merge Tranquilizing Drug Records

Sometimes a duplicate or erroneous tranquilizing drug record is created and then assigned to one or more study applications before the mistake is caught.

In that situation, the duplicate or erroneous drug record can be merged with a valid drug record. The valid drug record is then substituted for the duplicate/erroneous drug record previously assigned to study applications.

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Tranquilizing Drug Configuration List link.

The Setup Tranquilizing Drug List page is opened.

In the example shown above, the first “Midazolam” drug record in the list is inaccurate and was created in error. The erroneous Midazolam record may have been assigned to one or more studies and must be merged with the valid “Midazolam” record. Click the Merge Tranquilizing Drug Records button to begin. A merge panel opens.

Select the checkboxes at far left for the drug records to be merged and click the Merge Selected Records button. A new panel opens with only the selected records listed.

Click the Cancel button to close the panel without merging the records.

Note the red instruction text above the table: select the radio button at far left for the record to be KEPT, then click the Merge button. A confirmation popup window appears.

As the popup states, all records on the list will be deleted except for the selected record. Click Cancel to close the popup without merging the records. Click OK to complete the merge and return to the Setup Tranquilizing Drug List page, where the merge can be confirmed.

USDA Class Configuration List

The USDA Class Configuration List is where a list of USDA animal categories is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the USDA Class Configuration List link.

The USDA Class page is opened.

USDA Animal Categories

For purposes of veterinary licensing, research regulation and safety oversight, the USDA classifies animals into two general categories.

Category I animals — all animals except food and fiber species, horses, birds, farm-raised aquatic animals, all other livestock species, and zoo animals that can transmit exotic animal diseases to livestock; examples include dog, cat, laboratory animal (rat, mouse, gerbil, guinea pig, hamster), non-human primate, rabbit, ferret, mink, gopher, hedgehog, native non-ruminant wildlife, and marine mammal

Category II animals — all animals; examples include food and fiber animal species (cow, pig, sheep, goat, all ruminant), horse (mule, ass, pony, zebra), all bird species and poultry, farm-raised aquatic animal species, livestock species (bison, captive cervid, llama, alpaca, antelope, other hoofed animal), and zoo animals that can transmit exotic animal diseases to livestock

Note that Category I is a subset of Category II.

For more information about implementation of USDA requirements in institutional research, visit the APHIS Animal Welfare portal at https://www.aphis.usda.gov/aphis/ourfocus/animalwelfare.

The iRIS™ system does not enforce the USDA’s category designations in the USDA Class Configuration List, nor limit the list to the USDA’s two current categories. Some institutions may choose to use this list for tracking subject animal categories or classifications of their own.

USDA Class List Implementation – Application Side

The USDA class list is employed in the following areas on the application side of iRIS™.

Study Profile — the USDA Class list is employed in the IACUC section of the Study Profile, accessed via IACUC > Find a Study > [study opened] > Study Management tab > Study Summary/Profile link

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

USDA Class List Implementation – Board Side

The USDA class list is employed in the following areas on the review board / system setup side of iRIS™.

IACUC Review Submission Packet — the USDA Class list is employed in the Outcome tab of the IACUC Review Outcome section of the IACUC Review Submission Packet

Add USDA Class

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the USDA Class Configuration List link.

The USDA Class page is opened. Click the Add a New Record button.

An add panel is opened. Enter the USDA Class and click the Save Record button.

The record is added to the USDA Class List page.

Edit USDA Class

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the USDA Class Configuration List link.

The USDA Class page is opened. Click the icon in the Edit column for the applicable record.

The record is opened in an edit panel. In this example the second record is being corrected.

Make desired changes and click the Save Record button. A confirmation popup dialog box appears.

Click the OK button to close the popup. The record is revised on the USDA Class page.

Delete USDA Class

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the USDA Class Configuration List link.

The USDA Class page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the USDA Class page.

Click CONFIRM to complete deletion of the record and return to the USDA Class page.

Vaccination Configuration List

The Vaccination Configuration List is where a list of vaccines approved by the institution for use in studies is maintained in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Vaccination Configuration List link.

The Setup Vaccination List page is opened.

Vaccination List Implementation – Application Side

Where this field is in use by the institution, it appears in the study application form.

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Vaccination List Implementation – Board Side

Vaccinations are added on the application side where required and are not generally subject to direct revision by the board.

Add Vaccination

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Vaccination Configuration List link.

The Setup Vaccination List page is opened. Click the Add a New Record button.

An add panel is opened for creation for the new record.

Click on the Species Name dropdown list to open it and select the desired species, then enter the Vaccination name and click the Save Changes button.

The new record is added on the Setup Vaccination List page.

Edit Vaccination

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Vaccination Configuration List link.

The Setup Vaccination List 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 Changes button.

The record is revised on the Setup Vaccination List page.

Delete Vaccination

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Vaccination Configuration List link.

The Setup Vaccination List page is opened. Click the icon in the Delete column for the applicable record.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Vaccination List page.

Click CONFIRM to complete deletion of the record and return to the Setup Vaccination List page.

Issue Reporting Types

Institutions involved in IRB or IACUC research activity must report any issues that arise and have the potential to impact on any aspect of research activities. Each institution has its own internal policies for issue reporting, categorization, management and resolution.

The Issue Reporting Types list is where a list of issue reporting types can be maintained by institutions in the iRIS™ system. To access the list, navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Issue Reporting Types link.

The Setup Issue Type List page is opened.

Issue Type Implementation – Application Side

The issue type list is employed in the following areas on the application side of iRIS™.

Issue reporting functionality on the application side is accessed via IACUC/Animal Resource Center > Find a Study > [study opened] > Study Management tab > Study Summary/Profile link.  

For more information about the IACUC study application, see the iRIS™ IACUC Assistant - IACUC Assistant Manual.

Issue Type Implementation – Board Side

Issues are reported on the application/study side at the time they occur. This list is not applicable to the board side of processing.

Add Issue Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Issue Reporting Types link.

The Setup Issue Type List page is opened. Click the Add an Issue Type button.

An add panel is opened for creation of the new record.

Enter an Order Number and enter the desired designation in the Issue Type field, then click the Save Item Order button to save the record and close the add panel.

Note that the Order Number field is generally used to indicate the priority level of the Issue Type, according to the institution’s internal policies.

The record is added to the Setup Issue Type List.

Edit Issue Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Issue Reporting Types link.

The Setup Issue Type List page is opened. Click the Add an Issue Type button.

The record is opened in an edit panel.

Make desired changes and click the Save Item Order button to save the record and close the edit panel. The record is revised on the Setup Issue Type List.

Delete Issue Type

Navigate to IACUC Assistant > Review Board Administration > List Maintenance Setup tab and click the Issue Reporting Types link.

The Setup Issue Type List page is opened. Select the checkbox(es) in the far-left column for the record(s) to be deleted and click the Delete Selected Issue Type(s) button.

A confirmation popup window displays.

Click CANCEL to close the popup without deleting the record and return to the Setup Issue Type List page.

Click CONFIRM to complete deletion of the record and return to the Setup Issue Type List page. The record is deleted from the list on the Setup Issue Type List page.