HOWTO: Insight > Animals > Create Protocol

Steps and additional guides to create a new Animal protocol in Insight. 

STEPS

1. Click Animals.
2. Select Create Protocol under the Actions menu on the left navigation panel.
3. Complete the Initial Survey form.
4. When the submission checklist says ‘All validations in this area have been completed,' click Create Protocol.
5. Form pages will be presented for completion based on the answers in your Initial Survey form.
   • For more information on adding or removing forms, click here.
6. After completing the form pages, navigate to Staff to add the Principal Investigator and additional Study and Non-Study Staff.
   • For more information on the Staff page, click here.
7. Certain attachments may be required once the forms are completed. Navigate to the Attachments page and review the list of required attachments in the Submission Checklist.
   • For more information on the Attachments page, click here
8. When all required fields and forms are completed, click Submit to initiate the workflow. 

To learn more about any of the functions/pages within a transaction, click the appropriate link:

1. 1. Adding or removing forms 
   2. Copying forms from another protocol
   3. Adding or removing staff
   4. Adding a funding source
   5. Adding attachments
   6. Checking expired trainings

Additional guides: