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If you do not have access to the below reports, please contact blalock@uthscsa.edu or mendozamm@uthscsa.edu .



A reports section will soon be available to you which will allow you to search by Personnel and Species for specific protocol by Protocol #, PI, and Co-PI.  


The first section searches for Study Personnel within a protocol by: Protocol No., PI or Co-PI

The second section searches for species within a protocol by: Protocol No., PI, or Co-PI.


Personnel Report:

The below example shows the search by PI, James Garrison. All protocols associated with the PI will display within the left menu. If we searched by Co-PI, all protocols that individual is associated with will also be displayed within the left menu.

The personnel listed will also include their contact status: POC (point of contact); Emergency; and if training has been verified. COI status is not yet available.

If personnel is assigned as either Co-PI or Delegate, that will be indicated within their name field, first column.

Clicking on a person's name will display contact information (phone/email) and links to view the person's training on the left hand side of the page.

 

    


Menu

Clicking on an individual within study personnel will place their information on the left menu.  Within the menu, Training options will be shown. If a training type, CITI or Knowledge Center is clicked, a window will display with course work for either CITI or Knowledge Center.

                            


   

Species Report:

The below example shows the search by PI, James Garrison. All protocols associated with the PI will display within the left menu. If we searched by Co-PI, all protocols that individual is associated with will also be displayed within the left menu.

 

Species Report: Column Names and Definitions

Name: the name of the species
Species Code: code used in the People Soft purchasing system
Regulated: if checked indicates this is an USDA regulated species
Approved: the total number of animals approved on the protocol 
Total Used: the total number of animals used on the protocol
Added Since Last Report: the number of animals ordered through People Soft since the Last Report Date
Last Rpt Date: the last date the number of animals added was reported.  This date's source can be from either the last date an on-line progress report was submitted (ORCA Prg Rpt),  the last date someone from DLAR was asked for the number is preparation of beginning a progress report and  DLAR recorded the date in CEDAR (CEDAR Query Date), or if neither of previous two dates are available then the number purchased in the last year is used. (Today -1 year), 

 

Note: If a progress report was not submitted through ORCA last year, the Rpt Date Source will show Today -1 year, and the # Added Since Last Rpt will be an estimate. You will still need to confirm with LAR.
 

 Examples:

Indicates there have been 0 mice species added to the protocol since 8/26/2013.  Today -1 year indicates the system does not have an accurate date for the last report date.
When the PI/CoPI or Delegate access their protocol to submit a progress report, the number displayed will be 0. 
The PI/CoPI or Delegate can edit this number if the number.


Indicates 4 mice species have been added to the protocol since 02/25/14. CEDAR Query Date indicates the system is pulling from CEDAR (i.e. gathering results from PeopleSoft).
When the PI/CoPI or Delegate access their protocol to submit a progress report, the number displayed will be 4.  
The PI/CoPI or Delegate can edit this number if the number of species added is incorrect due to breeding, transfers, or orders not completed.


Indicates 0 frog species have been added since the last approved progress report which was submitted on 8/25/2014 by the PI/CoPI.  ORCA Prg Rpt indicates the system is getting the last report date from an on-line progress report submitted through ORCA.  
When submitting the next progress report, the PI/CoPI or Delegate can edit this number if the number of species added is incorrect due to breeding, transfers, or orders not completed.

 

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