The iRIS™ Animal Resource Center (ARC) module groups tasks relevant to management of studies involving animal subjects. ARC includes tools to assist with livestock management, livestock facilities management and materials ordering and billing.

This manual covers ARC Reports, which are accessed via either the iRIS™ Home > My Workspaces menu > Animal Resource Center > Reports link or the Reports icon in the ARC Workspace.

Note that because the user has the option to rearrange icons on this page, the Reports icon may not appear in the same location on every user’s ARC Workspace page.

As shown below, the Reports page opens.

Fourteen (14) reports are available:

— Animal Numbers by USDA Category 

— Annual Fee by Account 

— Annual Fee by PI 

— Census Report 

— List of Animal Orders Delivery 

— List of Animal Orders Not Received 

— List of Animal Orders Received 

— List of Animals by Facility and Room 

— List of Animals by Species 

— List of Animals by Study 

— List of Cages by Facility and Room 

— List of Cages by Species 

— List of Cages by Study 

— Report by Vendor

Click the name or icon of the desired report. A configuration panel for the selected report is opened, as demonstrated in the screenshot below.

Every configuration panel page includes Helpful Information and Run Report buttons.

After configuration criteria are complete, click the Run Report button to run the report.

Click the Helpful Information button to view a popup window with instructions and information for the selected report, as demonstrated in the screenshot below.

Click the red X icon in the upper right corner to close the popup.

Individual configuration panels for each report are described in further detail in each of the following manual sections.

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.

Animal Numbers by USDA Category

This report provides a count of animal Species in the system, broken down by USDA Pain and Distress Category (A-E).

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Click in the USDA Category field to open the dropdown picklist and click to select the desired item. Note that this field refers to overall USDA Category, not USDA Pain and Distress Category (A-E).

Click in the Species field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Species Configuration List link.

Use the provided calendar widgets to select a Start Date and End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

When all criteria fields are complete, click the Run Report button.

Annual Fee by Account

This report provides a line item listing of fees by Account Name, PI and Date Posted.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Use the provided calendar widgets to populate the Select Start Date and Select End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

Account Number (Autocomplete field) is an autocomplete text entry field. Begin typing the desired account number to activate a dynamic search list. Select the desired item from the list or click Select All to include all account numbers.

When all criteria fields are complete, click the Run Report button.

Annual Fee by PI

This report provides a line item listing of fees by Account Name, Account Number and Date Opened, broken out by PI name.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen, report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Use the provided calendar widgets to populate the Select Start Date and Select End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

When all criteria fields are complete, click the Run Report button.

Census Report

This report provides a census of study animals listed by Cage Type. The report includes Activation date, Facility, Room, PI and Study Title.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Use the provided calendar widgets to select a Select Activation Start Date and Select Activation End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

Click in the Species field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Species Configuration List link.

Click in the Facility field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

Click in the Room field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

The Select Protocol / Study field offers two search options: click Select All to include all protocols/studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top, as described following the screenshot below.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database page. Click the icon in the Select column (red circles) to select an option and apply it to the report.

When all criteria fields are complete on the Census Report page, click the Run Report button.

List of Animal Orders Delivery

This report offers detailed information on animal orders received. The report includes Expected receipt date, Order Number, IACUC Number, PI, Strain, Vendor, Total Ordered and total Received for each order.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

The Select Protocol / Study field offers two search options: click Select All to include all protocols/studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top, as described following the screenshot below.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database form. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Back on the List of Animal Orders Delivery page, click in the Select Vendor field to open the dropdown picklist and click to select the desired item. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Use the provided calendar widgets to select a Select Expected Delivery Start Date and Select Expected Delivery End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

When all criteria fields are complete on the List of Animal Orders Delivery page, click the Run Report button.

List of Animal Orders Not Received

This report offers detailed information on animal orders not received. The report includes Expected receipt date, Species, Order Number, IACUC Number, PI, Strain, Vendor and Total Ordered for each order.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

The Select Protocol / Study field offers two search options: click Select All to include all protocols / studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database form. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Back on the List of Animal Orders Not Received page, click in the Select Vendor field to open the dropdown picklist and click to select the desired item. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

When all criteria fields are complete on the List of Animal Orders Not Received page, click the Run Report button.

List of Animal Orders Received

This report offers detailed information on animal orders received. The report includes Received date, Species, Order Number, IACUC Number, PI, Strain, Vendor and Total Ordered for each order.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

The Select Study / Protocol field offers two search options: click Select All to include all studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database form. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Back on the List of Animal Orders Delivery page, click in the Select Vendor field to open the dropdown picklist and click to select the desired item. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Use the provided calendar widgets to select a Select Received Start Date and Select Received End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that both date fields are required.

When all criteria fields are complete on the List of Animal Orders Received page, click the Run Report button.

List of Animals by Facility and Room

This report offers detailed information on research subject animals, broken out by Facility and Room. The report includes IACUC Number, Short Title, PI, Life Status, Strain Name, Animal ID, Tag #, Date of Birth, Generation, Breeding status and Cage ID for each animal.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Note that all remaining fields on this page default to a selection of “All”.

Click in the Facility field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

Click in the Room field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

Click in the Life Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Life Status link.

When all criteria fields are complete on the List of Animals by Facility and Room page, click the Run Report button.

List of Animals by Species

This report offers detailed information on research subject animals. The report includes IACUC Number, Short Title, PI, Life Status, Strain Name, Animal ID, Tag #, Date of Birth, Generation, Breeding status, Cage ID, Facility and Room number for each animal, broken out by Species.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Note that all remaining fields on this page default to a selection of “All”.

Click in the Species field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Species Configuration List link.

Click in the Life Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Life Status link.

When all criteria fields are complete on the List of Animals by Species page, click the Run Report button.

List of Animals by Study

This report offers detailed information on research subject animals assigned to each study / protocol. The report includes IACUC Number, PI, Life Status, Species Name, Strain Name, Animal ID, Tag #, Date of Birth, Generation, Breeding status, Cage ID, Facility, Room number and Origin Type for each animal, broken out by Study / Protocol.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

The Select Protocol / Study field offers two search options: click Select All to include all protocols/studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top, as described following the screenshot below.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database page. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Back on the List of Animals by Study page, click in the Life Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Life Status link.

When all criteria fields are complete on the List of Animals by Study page, click the Run Report button.

List of Cages by Facility and Room

This report offers detailed information on cages used to house research subject animals. The report includes IACUC #, Cage Status, Cage #, Study Alias, PI, # of Males, # of Females and Total animals for each cage.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Note that all remaining fields on this page default to a selection of “All”.

Click in the Facility field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

Click in the Room field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Setup Facilities / Buildings / Floors / Room link.

Click in the Cage Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Cage Status link.

When all criteria fields are complete on the List of Cages by Facility and Room page, click the Run Report button.

List of Cages by Species

This report offers detailed information on cages used to house research subject animals, broken out by Species. The report includes IACUC #, Principal Investigator, Cage Status, Cage #, Facility, Room, # of Males, # of Females and Total animals for each cage, broken out by Species.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Note that all remaining fields on this page default to a selection of “All”.

Click in the Cage Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Cage Status link.

Click in the Species field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Animal Species Configuration List link.

When all criteria fields are complete on the List of Cages by Species page, click the Run Report button.

List of Cages by Study

This report offers detailed information on cages used to house research subject animals, broken out by Study / Protocol. The report includes IACUC #, Principal Investigator, Cage Status, Cage #, Facility, Room, # of Males, # of Females and Total animals for each cage, broken out by Study / Protocol.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

The Select Protocol / Study field offers two search options: click Select All to include all protocols/studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top, as described following the screenshot below.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database page. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Click in the Cage Status field to open the dropdown picklist and click to select the desired item. Note that this list is configured under Animal Resource Center > Review Board Administration > System Setup tab > Setup Cage Status link.

When all criteria fields are complete on the List of Cages by Study page, click the Run Report button.

Report by Vendor

This report offers detailed information on animal orders, broken out by Vendor. The report includes Study name, PI, Vendor, vendor Contact, Order number, order Status, Requisition number, Species, Strain, USDA Category, Date Ordered, Date Received, # Males Ordered, # Females Ordered, # Males Received, # Females received, Total Ordered and Total Received.

Select the applicable radio button to specify the desired Display Report as format. Regardless of the option chosen from among PDF, HTML or Excel, the report opens in a separate window.

Note that in systems where the system.use_csv_report_format property is set to “Yes”, a fourth, CSV output option is enabled (shown below).

When the CSV option is selected a download dialog like that shown below is opened when the report runs, prompting the user to open or download the CSV report.

Click in the Select Vendor field to open the dropdown picklist and click to select the desired item. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the Vendor Contact field to open the dropdown picklist and click to select the desired item; the list is filtered to show only those Contacts associated with the selected Vendor. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup > Business Associate List link.

The Select PI field offers two search options: click Select All to include all PIs or click the Find button to open a lookup form.

The Find Principal Investigator form is opened. Enter any combination of full or partial Last Name and/or First Name, then click the Find button.

A result set is loaded. Click the icon in the Select User column to select the applicable PI.

The Select Study / Protocol field offers two search options: click Select All to include all protocols/studies or click the Find button to open a lookup form.

The Search iRIS Database form is opened. Enter any combination of criteria in the search form at top, as described following the screenshot below.

The search form is shown in isolation for the remainder of this section.

Enter a full or partial study/protocol number in the Study # field.

Click in the Status field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Setup Protocol/Study Status link.

Click in the Drug field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Drug Configuration List link.

Click in the Device field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under Animal Resource Center > Review Board Administration > List Maintenance Setup tab > Device Configuration List link.

Click in the Sponsor field to open a dropdown picklist, then click the desired option to select it. Note that this list is configured under System Administration > List Configuration and Maintenance > System Setup tab > Business Associate List link.

Click in the RB # field to open a dropdown picklist, then click the desired number type option to select it.

After specifying a number type in the RB # dropdown picklist, enter a full or partial number applicable to the number type selected.

Click in the Investigator field to open a dropdown picklist, then click the desired option to select it.

When all criteria fields are complete, click the Find button. Results are displayed in the lower portion of the Search iRIS Database page. Click the icon in the Select column (red circles) to select an option and apply it to the report.

Back on the Report by Vendor page, use the provided calendar widgets to select a Date order was placed, Select Received Start Date and Select Received End Date for the report. Click on the calendar icon to open the widget, then navigate to the desired date in the widget and click it to select. Note that all three date fields are required.

When all criteria fields are complete on the Report by Vendor page, click the Run Report button.