Introduction to the Departmental

Financial Administrator (DFA) Home Page

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 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 • Email notifications of animal deliveries

In this training, you will learn:

• Basic navigation of the AnimalTrax home page.

• A few tips about AnimalTrax.stanford.edu – Use Firefox 23+, Safari 7+, or IE 10+ (Chrome not recommended)

– Be sure that your Pop-Up Blockers are disabled

– Be sure your web browser accepts cookies

– Check the AnimalTrax FAQs and Quick Steps for Common Tasks on the VSC AnimalTrax Web Site:

http://vsc.stanford.edu/animalTrax/faq.html

The AnimalTrax Website

The DFA Home Page

Let’s take a tour of the DFA Home Page

Action Required:

Documents requiring your action.

There are 5 Main

Sections of the Home

Page

In Progress: Documents that you’ve completed but are awaiting the action of others.

Available Protocols: Protocols that are imported from the eProtocol Protocol Management System to create requisitions.

Protocol Drop Down: To view all the documents related to a specific protocol, select the protocol from the dropdown.

Completed Transactions: Transactions that have been completed in a specific period of time.

Funding Details:

Another way to get to the details of the Protocols that are imported from the eProtocol.

Protocol ID: This column displays the unique ID assigned to a protocol when it is created. It is the default method of identifying protocols, though each protocol is given a title by Investigator. This Protocol ID stays with the protocol throughout its life cycle - all the way to the archival.

Each Section has similar

columns

Document ID: This column displays the unique ID assigned to a document for identification purpose. Click on the Document ID to access the document.

Document Type : This column displays the type of the document. Documents displayed on the Home Page are:

• Protocol – Protocol imported from eProtocol Protocol Management System.

• Requisition – Requisition created for the protocol.

• Receipt – Receipt generated for received and accepted species.

PI Name: This column displays the name of the Principal Investigator of the protocol.

Submitted By: This column displays the name of the submitter of the document.

Event and Status: These columns display the event and status of documents.

Status Date: This column displays the date when the event occurred.

DFA home:

Takes you to your home page. Scroll Down

the Left-Hand Menu for

Additional Functions

Invoice Report:

View all of your invoices.

List of Protocol(s):

All of the protocols available for animal requisitions. You can add PTA information to protocols from this page.

PTA Management: Change the PTA being charged for per diem for an individual cage, group of cages or replace one PTA for another. If changing a PTA, it must be

done prior to the 1st of the

next month.

Reports: Reports to view your housing

locations, PTAs that are chargedfor per diem, etc.

Splitting and Weaning: Request new barcoded stickers.

This concludes the Introduction to the DFA Home Page. • Additional training modules are available on the VSC AnimalTrax

Training Page (SUNet ID required).