Creating a Researcher Profile
Summary
In this article, you will learn the steps to to create a researcher profile in the Animal Operations Portal.
Body
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.
In this article, you will learn the steps to to create a researcher profile in the Animal Operations Portal.
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At the login screen, enter your credentials in the User Name and Password fields.
Click the Login button.
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The Animal Operations Portal home page is displayed.
Click the Researcher Profiles link.
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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.
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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.
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To edit the selected profile, click the Edit Researcher Profile... link.
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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".
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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.
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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".
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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.
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To review the saved Chart Strings, click the Continue button.
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To add a chart string to the profile, click the Add button.
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Enter an identifying name for the Chart String into the Descriptive Name field.
Example shown here: enter "Test Chart String".
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To search for a GL Account Code for the chart string, click the [...] button next to the Account field to browse.
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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.
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Once located, click the button next to the appropriate GL Account Code to select it.
Example shown here: click the 118500 option.
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With the GL Account Code selected, click the OK button.
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To search for a Project ID for the chart string, click the [...] button next to the Project field to browse.
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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.
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Once located, click the button next to the appropriate Project ID.
Example shown here: click the first Project to select it.
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With the Project ID selected, click the OK button.
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Select the rest of the chartfields by clicking the [...] button next to each field.
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The Budget Reference is the current Fiscal Year.
To select the Budget Reference, click the [...] button next to the Budget Reference field to browse.
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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.
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To save your selection, click the OK button.
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Select an Activity Code.
To save your chart string, click the OK button.
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To save the changes to the profile, click the Finish button.
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Details
Details
Article ID:
150108
Created
Sat 9/24/22 11:34 PM
Modified
Mon 4/21/25 2:44 PM