Creating a Researcher Profile

The Animal Operations Portal home page is displayed.

Click the Researcher Profiles link.

The Researcher Profiles page is displayed. To view a profile, select the appropriate name from the list.

Example shown here: click the Account 16's Profile link.

To edit the selected profile, click the Edit Researcher Profile... link.

Lab contacts are the people to contact should any issue arise in the lab.

To add/update a lab contact, enter search criteria (such as last name) into the Lab Contacts field.  

Example shown here: enter "Brown".

A search results list will appear below the Lab Contacts field. Select the appropriate person from the list.

Example shown here: click Emmett Brown's name.

Business managers are the employees who are fiscally responsible for the research protocols and animals.

To add/update a business manager, enter the employee name into the Business Managers field to search.  

Example shown here: enter "Tannen".

A search results list will appear below the Business Managers field. Select the appropriate person from the list.

Example shown here: click Biff Tannen's name.

To review the saved Chart Strings, click the Continue button.

To add a chart string to the profile, click the Add button.

Enter an identifying name for the Chart String into the Descriptive Name field.  

Example shown here: enter "Test Chart String".

To search for a GL Account Code for the chart string, click the  [...]  button next to the Account field to browse.

Once located, click the button next to the appropriate GL Account Code to select it.

Example shown here: click the 118500 option.

With the GL Account Code selected, click the OK button.

To search for a Project ID for the chart string, click the  [...] button next to the Project field to browse.

Once located, click the button next to the appropriate Project ID.

Example shown here: click the first Project to select it.

With the Project ID selected, click the OK button.

The Budget Reference is the current Fiscal Year.

To select the Budget Reference, click the [...] button next to the Budget Reference field to browse.

Select the Budget Reference year by clicking the appropriate option in the Budget Ref field.

Note: The Budget Reference (Fiscal Year) runs from July 1 to June 30 and is named by closing date. For example, the 2019 Bud Ref is active from July 1, 2018 to June 30, 2019.

Example shown here: click the 2018 option.

To save your selection, click the OK button.

Select an Activity Code.

To save your chart string, click the OK button.

To save the changes to the profile, click the Finish button.