Changing a Chart String

   Overview   

If you need to update the Chart String that is charged for per diem charges, you can select a new one from a list of Chart Strings associated with the PI profile.

   Instructions   

  1. Step 1: On the Animal Operations homepage, click the IACUC link.
  2. Step 2: The IACUC page is displayed.
  3. Step 3: To change a Chart String, click the Change Chart String button.
  4. Step 4: The Select Destination Chart String page is displayed.
  5. Step 5: A list of business managers is displayed.
  6. Step 6: Select the new Chart String you want to use.
  7. Step 7: You can enter comments about the change into the Comments field.
  8. Step 8: To select a Requested Date for Change, click the calendar icon.
  9. Step 9: The calendar is displayed.
  10. Step 10: With the appropriate information entered, click the Continue button.
  11. Step 11: Select a cage card.
  12. Step 12: The Cage Card Projects window is displayed.
  13. Step 13: You can select multiple cards by selecting each of their checkboxes.
  14. Step 14: With the appropriate cage cards selected, click the OK button.
  15. Step 15: The selected cage cards and their information is displayed.
  16. Step 16: The Chart String Change request summary page is displayed.
  17. Step 17: The Submit Account Transfer Request to Department Business Manager window is displayed.

In this article, you will learn the steps to change a Chart String in the Animal Operations Portal.

1. Step 1

step image

On the Animal Operations homepage, click the IACUC link.

2. Step 2

step image

The IACUC page is displayed.

Select the appropriate Animal Use Protocol (AUP).

Example shown here: click the Student Account Protocol link.

3. Step 3

step image

To change a Chart String, click the Change Chart String button.

4. Step 4

step image

The Select Destination Chart String page is displayed.

Click the drop-down list for the Departmental Business Manager field.

5. Step 5

step image

A list of business managers is displayed. Select the appropriate business manager from the list.

Example shown here: click to select Steph Jobs .

6. Step 6

step image

Select the new Chart String you want to use to pay the per diem charges for the protocol.

Example shown here: click the button next to the Sample Chart String 1 option.

7. Step 7

step image

You can enter comments about the change into the Comments field.

8. Step 8

step image

To select a Requested Date for Change, click the calendar icon.

9. Step 9

step image

The calendar is displayed. Click to select the appropriate date.

Example shown here: click January 18 .

10. Step 10

step image

With the appropriate information entered, click the Continue button.

11. Step 11

step image

To select a cage card, click the [...]  button next to the Select Cage Cards field to browse different options.

12. Step 12

step image

The Cage Card Projects window is displayed. Click the checkbox next to the appropriate Cage Card ID option.

Example shown here: click the checkbox next to C00116491.

13. Step 13

step image

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

14. Step 14

step image

With the appropriate cage cards selected, click the OK button.

15. Step 15

step image

The selected cage cards and their information is displayed.

Click the Save Draft button.

16. Step 16

step image

The Chart String Change request summary page is displayed.

Once you have reviewed the details, click the Submit button.

17. Step 17

step image

The Submit Account Transfer Request to Department Business Manager window is displayed.

Once you have reviewed the information, click the OK button.