Updating your ChemTracker account to utilize the current School of Medicine Department Code

1. Updating your ChemTracker account to utilize the current School of Medicine Department Code Guide for ChemTracker v1 users Hazardous Materials Management Program 2011

2. Update your queries: The department code for your PI’s inventory has been updated and if you have the old code saved in your query, when it is run the search will not return any results. Here’s how to update your query to the new code.

3. 3 2 1 Log in to ChemTracker. Click on your query (1). The search fields will populate (2). Click “DELETE QUERY” (3). Click “Yes” in the popup.

4. 2 1 The query fields will still be populated (1). Click “CLEAR FIELDS” (2).

5. 1 Move the cursor to the Chemical Owner field and click “FIND VALUES” (1). If there is more than one name, select the correct owner and then click “Accept” (2). 2

6. 1 2 Move the cursor to the Department field and click “FIND VALUES” (1). The new 4-letter department code (not shown in this example) and name will be shown (2). Click “Accept” (3). 3

7. 2 1 The PI and department name should now be shown (1). Click “SAVE QUERY” (2) to save the new department code. Enter a name for the new query when prompted.

8. You will have to update any other saved queries you have as well. Follow the same procedure by first deleting the query. You can then use the query you just set up to auto-populate Chemical Owner and Department fields. Just click on it. Create specific queries by adding in more detail (building, room, etc.) and saving the query. Be sure to give this new query a unique name (i.e., Room 1234)

9. Update your Add defaults: It is important to update your Add page defaults so that any new chemicals you add will have the correct department code. Here’s how to update your Add page default to the new code.

10. Click “Add” to go to the add screen.

11. Your defaults will automatically appear. Click “CLEAR FIELDS”.

12. 2 1 Move to the Chemical Owner field (1). Click “FIND VALUES” (2).

13. If there is more than one name, select the correct owner and then click “Accept” (1). Follow the same steps to add the Department. 1

14. 2 3 1 4 Move to the Building field. Type in the building name or at least the first few letters (1). Click “FIND VALUES” (2). Select the correct building (3) and click “Accept” (4).

15. 2 1 Check the Chemical Owner, Department and Building (1). Click “SAVE DEFAULTS” (2).

16. A message window will appear saying “Defaults Saved! You are done updating your ChemTracker account for the new Department Code! Thank you for your time and effort!