Creating a Researcher Profile

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Overview

The ANOPS Portal can be used to set up a researcher profile. The profile lists the researcher's lab contacts, business manager, and associated chart string (financial) information.

Instructions

Step 1: At the login screen, enter your credentials in the User Name and Password fields.
Step 2: The Animal Operations Portal home page is displayed.
Step 3: The Researcher Profiles page is displayed.
Step 4: The selected account's profile is displayed.
Step 5: To edit the selected profile, click the Edit Researcher Profile... link.
Step 6: Lab contacts are the people to contact should any issue arise in the lab.
Step 7: A search results list will appear below the Lab Contacts field.
Step 8: Enter the employee name into the Business Managers field to search.
Step 9: A search results list will appear below the Business Managers field.
Step 10: To review the saved Chart Strings, click the Continue button.
Step 11: The Saved Chart Strings page is displayed.
Step 12: To add a chart string to the profile, click the Add button.
Step 13: Enter an identifying name for the Chart String into the Descriptive Name field.
Step 14: Click the [...] button next to the Account field to browse.
Step 15: Search for the appropriate GL Account Code.
Step 16: Once located, click the button next to the appropriate GL Account Code to select it.
Step 17: With the GL Account Code selected, click the OK button.
Step 18: Search for a Project ID for the chart string.
Step 19: Use the search features at the top of the page to search for the appropriate Project ID.
Step 20: Once located, click the button next to the appropriate Project ID.
Step 21: With the Project ID selected, click the OK button.
Step 22: Select the rest of the chartfields by clicking the [...] button next to each field.
Step 23: The Budget Reference is the current Fiscal Year.
Step 24: Select the Budget Reference year by clicking the appropriate option in the Budget Ref field.
Step 25: To save your selection, click the OK button.
Step 26: Select an Activity Code.
Step 27: To save the changes to the profile, click the Finish button.

In this article, you will learn the steps to to create a researcher profile in the Animal Operations Portal.

1. Step 1

At the login screen, enter your credentials in the User Name and Password fields.

Click the Login button.

2. Step 2

The Animal Operations Portal home page is displayed.

Click the Researcher Profiles link.

3. Step 3

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.

4. Step 4

The selected account's profile is displayed. The profile displays the contact information for lab contacts, business managers, and any saved chart strings.

Example shown here: the profile does not contain any points of contact or saved Chart Strings.

5. Step 5

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

6. Step 6

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".

7. Step 7

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.

8. Step 8

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".

9. Step 9

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.

10. Step 10

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

The Saved Chart Strings page is displayed. For more information on chart strings, refer to the Chart of Accounts resources page on the OneSource page ( https://onesource.uga.edu/resources/chart_of_accounts/ ).

12. Step 12

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

13. Step 13

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

Example shown here: enter "Test Chart String".

14. Step 14

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

15. Step 15

Use the search features at the top of the window to search for the appropriate GL Account Code.

Note: Information has been masked for security purposes.

16. Step 16

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

Example shown here: click the 118500 option.

17. Step 17

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

18. Step 18

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

19. Step 19

Use the search features at the top of the page to search for the appropriate Project ID.

Note: Information has been masked for security purposes.

20. Step 20

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

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

21. Step 21

With the Project ID selected, click the OK button.

22. Step 22

Select the rest of the chartfields by clicking the [...] button next to each field.

23. Step 23

The Budget Reference is the current Fiscal Year.

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

24. Step 24

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.