Protocol Details for Financial Managers
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1 Protocol Details for Financial Managers
2 Introduction The VSC uses AnimalTrax ( to automate many of your VSC requests such as online animal requisitions and transfers. AnimalTrax also provides real time validation of protocols and PTA accounts as well as online views of your monthly invoices. Some of the key features are: Online animal requisitions Online PTA management Real time tracking of the number of animals available for ordering Online invoicing Automated census and cage tracking utilizing radio frequency identification (RFID) technology notifications of animal deliveries
3 In this training, you will learn: The protocol details found in the AnimalTrax system. How to add a PTA to a protocol. How to update personnel contact information.
4 Protocol Details Let s look more closely at where protocol details are found and how to update the information.
5 From your home page, either: select the protocol you want under Available Protocols by clicking on the link to the protocol number in the Document ID column, or select the protocol you want under Funding Details by clicking on the link to the protocol number.
6 This takes you to the Approved Species page. The Protocol Details section provides basic information about the protocol. The Cancel button takes you back to the DFA Home Page.
7 If you click on the Update Glance link, a separate window will open showing the approved species, number of animals and all of the requisitions, orders and receipts for the protocol.
8 There are three tabs below the Protocol Details section: Approved Species Funding Details Protocol Personnel
9 The Approved Species tab displays all the Species that are approved for this protocol.
10 The approved species, pain category and approved quantity are retrieved from the eprotocol system. The balance of animals available for requisitions (BRN), the number of animals that need to be ordered (BOR), and number of animals waiting to be received (BRE) are automatically updated as requisitions are processed in AnimalTrax.
11 The Funding Details tab shows all the PTAs that have been added to the protocol for use to charge animal purchases, per diems or other VSC charges.
12 To Add a PTA Click the Add button; this brings a new Add Funding Details window to enter the PTA If a PTA is no longer needed, it can be deleted for future use by clicking the Delete button. A "dependency" error means that you might have unused sticker sheets that need to be turned in first. Only certain roles can add or delete a PTA: Protocol Director Co-protocol Director Administrative Contact Other Submitter Financial Administrator
13 Add Funding Details Page Enter the PTA into the box (Project-Task-Award). The layout may be different from above. Click Validate. All PTAs are validated in Oracle to ensure they have not expired.
14 Add Funding Details Page After clicking the Validate button, the window will refresh with additional data about the PTA. If the PTA is not valid, you will be told to add a different PTA. Click the Checkbox that the PTA is valid to use with this protocol. Once a PTA is validated, click the Save button. The PTA will now be available for selection. The next slide reviews the process of adding a PTA to a protocol, start to finish. You may need to save the file to your PC and/or use Adobe for the video to work.
15
16 The Protocol Personnel Page Clicking on the Protocol Personnel Tab takes you to the Protocol Personnel Page.
17 Top 4 The Protocol Personnel Page This page shows all of the personnel listed on a protocol. The Top 4 can perform certain functions that Other Personnel can t, such as submitting requisitions to the VSC and adding PTAs. Phone #s or s can be updated. This will only TEMPORARILY update the information in AnimalTrax, until the next revision or renewal in eprotocol. You must file a revision to the protocol to add/delete personnel.
18 This concludes the Protocol Details training. Additional training modules are available on the VSC AnimalTrax Training Page (SUNet ID required).
AnimalTrax AnimalTrax
Protocol Details Introduction The VSC uses AnimalTrax (https://animaltrax.stanford.edu) to automate many of your VSC requests such as online animal requisitions and transfers. AnimalTrax also provides
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