how do i order animals from approved sources?

STEP 1: Initiate a request.

Navigate to the Animal Services tab, then choose Initiate Request within the Approved Sources section. (Figure 1)

Figure 1: Initiate a service request.

Only researchers with an active protocol in iLab may initiate an animal order request. A core facility admin may also submit a request on behalf of a researcher with an active protocol.

An order wizard will display. This wizard will step the user through various sections of information they will need to fill out in order to successfully submit an animal order.

STEP 2: Enter user info.

(This step is applicable only to Core Administrators)

Select the researcher for whom this order should be placed. (Figure 2) 

Figure 2: Enter user information.

STEP 3: Select a protocol.

Select the protocol and appropriate species/stress category against which this order should be placed. (Figure 3)

Figure 3: Select a protocol.

  • A requester must have, or be associated with, an active protocol in order to initiate an animal order.

  • Expired protocols will not be displayed in this step.

  • A protocol may have multiple species associated with it. The requester may only choose one protocol/one species per order. The species that is selected in this step will determine what is available to choose from in the next step of the wizard.

Click Continue once you have selected the protocol.

STEP 4: Request animals.

Select animals, or multiple sets of animals, from a vendor catalog that has been uploaded into iLab. (Figure 4)

Figure 4: Enter animal information.

Animals may be requested from one vendor per order. Species of animals available to select from will be limited to the species that was selected in the previous Protocol step.

The remaining fields must be filled out in sequential order, as the values displayed for each field are dependent on the selection made in the field before. Some fields may also be autopopulated as they contain fixed values supplied from the vendor catalog (i.e. Strain Code, Material #, etc).

Once all fields have been completed, appropriate pricing per animal will display and the user will be able to enter the quantity they wish to order. The user may request multiple Strain types from the same vendor on the same order. (Figure 5)

Figure 5: The animal information displays at the bottom.

Click Continue when you have finished.

STEP 5: Enter additional information.

Each set of animals ordered will have a section of additional information that needs to be filled out. The Housing Type and Special Conditions drop-down menu options are populated with values that were previously set in the Animal Acquisition settings. (Figure 6)

Figure 6: Enter additional information.

Click Continue when you have finished.

STEP 6: Enter payment information.

Information and fields that display here will be dependent on core-level settings that govern how payment information is captured for a request. (Figure 7)

Figure 7: Payment information

NOTE:  If it were an internal user and there was a financial integration in place, you would see a drop-down list of active funds on this page.

Click Continue when you have finished.

STEP 7: Finalize the request and enter delivery date. (Figure 8)

Figure 8: Review the request and click Submit Request To Core.

To designate an order as recurring:

To set up a series of recurring orders for this set of animals, toggle the Enable Recurring Orders setting on. Then select an End Date or Number of Cycles (total number of shipments), and how often they would like these shipments to occur. Once they set the frequency of shipments, they will see a summary of shipment dates and a total projected cost for all shipments. (Figure 9)

Figure 9: Designate an order as recurring

STEP 8: Submit the request.

The user may now finalize their order by clicking Submit Request.

Note: when a user chooses to create recurring orders, a new service request for each recurring order will be automatically generated and will be displayed in the View Animal Requests list view.

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