Changing the PI for a Cage Card

   Overview   

This process is used to request that cage cards be transferred from one Principal Investigator (PI) to another PI.

This article will walk you through the steps to change the Principal Investigator (PI) associated with one or more cage cards.

1. Step 1

Animal Operation Portal homepage displayed with the IACUC link highlighted

From the Animal Operation Portal homepage, click the IACUC link.

2. Step 2

IACUC page displayed with the Student Account Protocol link highlighted

The IACUC (Institutional Animal Care and Use Committee) page is displayed.

Select the appropriate Animal Use Protocol (AUP).

Example shown here: Student Account Protocol link.

3. Step 3

IACUC page displayed with the PI button highlighted

The selected AUP is displayed.

Click the Change PI button.

4. Step 4

Select Receiving PI page displayed with the [...] button highlighted

The Select Receiving PI page is displayed.

Click the [...] button next to the Receiving PI field to select the new PI from a list.

5. Step 5

Search window displayed with the Filter by field highlighted

A search window is displayed.

Use the search features at the top of the window to search for the appropriate person. Enter the appropriate information into the Filter by  field.  

Example shown here: "Curie ".

6. Step 6

Search window displayed with the Go button highlighted

After entering the appropriate information in the Filter by field, click the Go button.

7. Step 7

Search window displayed with the Last name radio button highlighted

Select the appropriate PI from the list.

Example shown here: " Marie Curie ".

8. Step 8

Search window displayed with the OK button highlighted

With the appropriate PI selected, click the OK button.

9. Step 9

Select Receiving PI page displayed with the Calender icon highlighted

To enter the Requested Transfer Date, enter a date or click the calendar icon to select a date.

Click the calendar icon.

10. Step 10

Select Receiving PI page displayed with the Jan 18 date link highlighted

The calendar window is displayed. Select the appropriate date from the calendar.

Example shown here: January 18 2019  link.

11. Step 11

Select Receiving PI page displayed with the Have these animals undergone any tests or procedures? question highlighted

Select the appropriate response to the question, Have these animals undergone any tests or procedures?  

Example shown here: " False " is selected.

12. Step 12

Select Cage Cards to Transfer page displayed with the ...Continue button highlighted

After entering the required information, click the Continue button.

13. Step 13

Select Cage Cards to Transfer page displayed with the ...Continue button highlighted

You will now have the ability to elect specific cage cards to transfer to the new PI.

Click the [...]  button under the Select Cage Cards to Transfer field to browse different options.

14. Step 14

Cage Card projects popup window displayed with the checkbox highlighted

A list of cage card projects to select is displayed.

Click the checkbox next to the appropriate Cage Card ID option to select the cage cards you want to transfer to the new PI.

Example shown here: the checkbox next to C00116468 .

15. Step 15

Cage Card projects popup window displayed with the checkboxes highlighted

You can select multiple cards by selecting each of their checkboxes.

16. Step 16

Cage Card projects popup window displayed with the OK button highlighted

With the appropriate card(s) selected, click the OK button.

17. Step 17

Select Cage Cards to Transfer page displayed with the Save Draft button highlighted

If all information is correct, click the Save Draft button.

18. Step 18

PI Change Request page displayed with the Submit Request button highlighted

The PI Change Request page is displayed.

Review the information provided on this page for accuracy.

When you are ready to submit, click the Submit Request link.

19. Step 19

Submit Transfer Request window displayed with the OK button highlighted

The Submit Transfer Request window is displayed showing all information about the transfer request. Enter comments into the Comments for Request field, if needed.

Click the OK button to submit.

20. Step 20

PI Change Request page displayed with the Submit Request link button highlighted

The new PI is displayed on the Cage card.