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General Tips & Hints

Right-Mouse Clicks

Check-Out Document (making edits or revisions)

Help Text (tips within protocol)

Entering Text

Optional Questions

Adding Rows

Refreshing (inactivity logout)

Viewing/Hiding Sections

Accessing Approval Documents

Attachments


Right-Mouse Clicks

The Research Management System (RMS) software uses drop-down menus extensively; menus are typically accessed by a click of the right-hand mouse button.  However, if you are using Apple® or Mac® products, tablets or other technology where the right-click isn't available, simply hold the "Control" key and click OR click on "Switch to Mobile" and look for the pointing finger.


Check-Out Document

RMS only allows once person at a time to make edits or revisions to a protocol, which is where the "Check-Out" feature comes in - Think of this like checking out a book at a library! The times in which you will want to make edits/revisions to a protocol are when you're completing the Annual Review, responding to pre-review, or submitting a modification request.

To edit the protocol, you must Check-Out the Document first:

  1. Click on the File to expand the folder, revealing the documents underneath
  2. Click on the Document (not File) to open the protocol
  3. Click the Check-Out button at the top or bottom of the protocol forms
  4. You can now make edits to the protocol!



Help Text

Help text is placed liberally throughout the Animal Use Protocol application. Links within the help text will redirect the user to Office of Research websites and to this Online User Guide for more detailed explanations and information.

Entering Text

In most cases, just click inside the shaded box and start typing – the format bar is there if you need it. You can also cut-and-paste to transfer text from a document to the text box.




NOTE: Once you have started typing in a text box, a check-mark will appear in the box as shown. If you click off the checkmark, it will delete everything in that text box (handy if you want to replace the text in a box, but frustrating if you uncheck it accidentally!).


Optional Questions

Sometimes additional questions are embedded and only visible if they apply to your research.

Adding Rows

There are also tables that require you to add rows if needed, by clicking the "Add new row" button. Add additional rows to the table by clicking the "Add new row" button again.


To delete a row, right-click on the row you want to delete. A pop-up menu will appear. Click “Delete row”.

Refreshing

After 30 minutes of inactivity (No typing or clicking on anything), RMS will automatically log you out for security reasons.
To avoid this, click the Refresh button at the top to remain logged in. This can be done anytime during the protocol application.

Viewing/Hiding Sections

To close/hide sections within the application, click on the button next to any section.

The section will collapse and currently be hidden. Click on the  to open/unhide the section again.

Accessing Approval Documents

Approval documents (including previous Word document narratives, modifications and approval letters) are available in RMS as attachments in the Files section. To access these items, look for a paper-clip icon  next to the AUP File.

Right-click (or CTRL+click ) on the paper-clip icon  to access a pop-up menu. Select View/Edit Attachment from the menu.

A pop-up window will appear with a list of approval documents. Click on the file to download.


Attachments

Attachments (i.e. hazard documents, published manuscripts/references, supplementary material, protocols, etc.) that are relevant to the specific AUP can be uploaded by clicking the “Attachments” button.


A pop-up window will appear and files can be uploaded to the corresponding protocol tab - In the Review Window, do the following steps:

  1. Select the desired protocol tab to add the attachment - This will upload the attachment into that particular tab.
  2. Click on Browse button and choose the file from your desktop
  3. Add a brief description in the "Description" box for the file (e.g., "Mod - Narr - orig")
  4. Click the Add button - you should see your document added to the list of attachments (at the bottom of the window)

  5. Click the Apply to Document button - this will close out of the Review window
  6. SAVE before exiting the protocol (select Save from the Action Menu) - and you're done!

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