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TopicSub TopicScenarioExpected OutcomeSort Order
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0 - Log-in
 
 No "real data" is present in this build, so no need to worry about creating false data while you learn.		Log into ZIMS with your ZIMS User Name and Password and under the Help menu select Practice with Studbooks in LearnZIMS. Or follow the link provided in your email and select the Studbook option.ZIMS will open1
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1 - NavigationCustomizing Desktop1)You will be working in My Institution a lot so you want it on your desktop. Start > Institution > My Institution left hold and drag to desktop
 2)Right click on the icon and select Remove to remove it from the desktop.		1)The icon should appear on the desktop
 2)The icon should disappear from the desktop		2
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1 - NavigationMultiple tab management1)Search for 2016IRK institutions. Start > Institution > Institution Search or from the Institution Search icon on the desktop. Type 2016IRK in the Name box.
 2)Select the hyperlink (Institution Name) to one of the institutions.
 3)Go back to Institution Search Results tab and select another institution.
 4)Go to the tab for the first institution and close the tab (use the "x").
5)Minimize the Institution module ("-" in the upper right).
 6)Maximize the Institution module (Institution Search in lower left).
 7)Close the module ("x" in upper right). 		1)The list of all institutions starting with 2016IRK should display
 2)The record for the selected institution should appear
 3)The record for the selected institution should appear to the right of the first institution
 4)The tab will disappear
 5)The module will be minimized
 6)The module will be maximized
 7)The module will be closed		3
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1 - NavigationNavigation within a record1)Open the Taxonomy module from Start > Taxonomy > Search or the Taxonomy Search icon on the desktop.
 2)Search for your favorite species using Scientific or Common Name.
 3)Select the hyperlink (Scientific Name) to open the species record
 4)Expand all grids
 5)Collapse all grids
 6)Open the Synonym grid and look at options in the Actions menu
 7)Export to pdf (upper left hand) (NOTE: you do not need to name the file)
 8)Open the pdf (lower left hand corner)
9)Close the pdf tab
 10)Open the various tabs at the top
 11)Close the module		1)Taxonomy module should open
 2)Species should be found
 3)Record should open
 4)All grids should expand
 5)All grids should collapse
 6)Grid should open, Actions options should display
 7)Record should export
8) pdf should open in new tab
 9)pdf should close
 9)Tabs should open
 11)Module should close		4
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1 - NavigationHelp icons1)Open the Animals module from Start > Animals > Search or from the desktop Animals icon.
 2)Find the "?" icons, hover over and read the description		1)Animals module should open
 2)Description should display		5
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1 - NavigationHelp menu1)Open the Help menu in the upper right.
 2)Open the Husbandry topics (may need to scroll down).
 3)Type "accession" in search bar and view the various Help documents for accessioning
 4)Close the Help menu
5)Minimize the Animal module		1)The Help menu should open
 2)The Husbandry topics should display
 3)Help documents for "accession" should display
 4)Help menu should close
5)Minimize the Animal module		6
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2 - InstitutionSearch1)Open the Institution module. Search for all the Biological Category facilities in Colombia.
 2)How many are not Species360 members?
 3)Find a synonym for the Fundacion Zoologica de Cali.		1)There should be 11 results
 2)5 are not Species360 members
 3)ZOOCALI is the abbreviation synonym		7
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2 - InstitutionAdd Local Institution1)Add a locally used institution that is a Rehab facility. Use the Add New button
 2)View the record
 3)Add a new Contact
 4)Add a Former Instituton Name as a Synonym
 5)Close the tab for the new institution		1)New institution should be added
 2)Institution record should open
 3)Contact should be added
 4)Synonym should be added
 5)Institution tab should close		8
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2 - InstitutionAdd Teams1)From My Institution, Add 2 Teams, one for Animal Husbandry and one for Horticulture. Put your initials in the front of the name. (EXAMPLE: AEMHusbandry) Do not add any Team members.
 2)Using the Show Search form search for one of the Teams you just added
 3)Edit the Name (but keep your initials) and Save.
 4)Clear the Filter.		1) 2 Teams should be added
 2)Appropriate Team should be found
 3)Name should be edited
 4)Clear Filter should show all Teams		9
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2 - InstitutionAdd DepartmentsAdd 2 Departments, one for Administration and one for Veterinary Office. Put your initials in the front of the name(EXAMPLE: AEMVeterinary). Do not add any members.Two Departments should be added 10
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2 - InstitutionAdd CollectionsAdd 2 Collections, one for Education (Global Scope) and one for Research (Local Scope). Put your initials in from of the name. (EXAMPLE: AEMResearch)Two Collections should be added, one marked as Clobal scope the other marked as Local scope11
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2 - InstitutionAdd Staff and assign Role1)Add yourself as a new Staff person Staff > Actions > Add New
 2)Assign yourself the Local Admin (Species360) role Staff > select yourself > Actions > Edit ZIMS User Details -Click "ZIMS User" checkbox -Assign a username (must be unique in ZIMS) and a password -Select role from left side menu, double click to move to right side assignment menu and save.
 		1)You should be added as a Staff member
 2)You should be assigned the Local Admin Role		12
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2 - InstitutionCreating Custom Roles1)Create a new Role for your Education Curator. Husbandry/Administration Roles > Actions > Add New. Put your initials at the front of this Role. (EXAMPLE: AEMEducation). Do not select a Role Template. Save.
 2)Highlight the Role > Manage Role Access > Module = Animal > check Turn on module functionalityAssign the following access to this Role: Search/View all Animal data, access to Add Notes and Observations, access to add Weights and Lengths.  		1)New Role should be created
 2)Access should be assigned to the Role		13
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3 - EnclosureAdd New EnclosureAdd the following Enclosures under your Top Level Enclosure (your institution ZIMS Zoo and Aquarium) Start > Enclosure > Enclosure or Enclosure icon on desktop > Add New  Put your initials at the front of the Enclosure Name (EXAMPLE: AEMAustralia Walkabout)
  1. A Terrestrial walk through exhibit for macropods
  2. A Terrestrial building
  3. An Aquatic building for your Fish exhibits with multiple Water Types
  4. An Aquatic Exhibit (freshwater)		Enclosures should be added under your Institution14
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3 - EnclosureAdd Child EnclosuresFrom the Enclosure Tree, right click on the Parent enclosure (as added above) and select Add New Enclosure as a sub. Add the following Child Enclosures under these enclosures:
  1. Pen in your walkthrough
  2. Holding room in your terrestrial building
  3.Aquarium in your Fish building with Water Type of Freshwater
  4.Cave in your aquatic exhibit		Child Enclosures should be added15
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3 - EnclosureSearchSearch for all your Terrestrial Category Enclosures.There should be some results16
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3 - EnclosureSearchSearch for all your aquatic enclosures with Water Type of FreshwaterThere should be some results17
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3 - EnclosureTree Management1)Open the Enclosure Tree.
 2)Expand and Collapse all nodes.
 3)Drag and Drop (left click and hold) a Child enclosure under a different Parent enclosure
 4)Move it back where it belongs		1)There should be a Tree
 2)Nodes expand and collapse
 3)Enclosure should be moved in Tree
 4)Enclosure should be under original Parent enclosure		18
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3 - EnclosureEnclosure ListsGo to Your Enclosure Lists and create an Enclosure List of the Aquatic enclosures that you addedList should be created19
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4 - PreferencesMy PreferencesSet your My Preferences  Start > My PreferencesYour Preference should take effect the next time you log in20
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5 - AnimalAccession an IndividualAccession an adult female galah (species level) that was left in a box at your front gate on 15 January 2020. Start > accession > Individual Animal > Appeared. Put it in your Education Collection and in the holding room in your terrestrial building. You are responsible for it. Put your initials in front of the Local ID you assign. (EXAMPLE: AEM123)Galah should be accessioned21
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5 - AnimalChange Enclosure and CollectionMove your galah into your macropod walkthrough exhibit on 15 February 2020. Put it into your Main Animal Collection.Enclosure should be added and Collection should be changed22
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5 - AnimalAdd a weight1)When you moved the galah you took a weight. Record it.
 2)You also added a physical identifier and gave it a House Name		1)Weight should be added
 2)Physical and Logical Identifiers should be added		23
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5 - AnimalDisposition an Individual to non-Species360 memberYour galah is attacking everybody. Disposition it as a Loan Out on February 20 2020 to the Rehab facility you added. They will try to train it and return it.Galah should be dispositioned24
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5 - AnimalRe-acquire an IndividualOn 27 March 2020 your galah is re-trained not to attack. Get it back and place in your Main Animal Collection in your terrestrial holding room.Galah should be returned25
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5 - AnimalDeathOn 3 April 2020 your galah is found dead. Record a Death.Death is recorded26
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5 - AnimalAdd a GroupOn 2 January 2020 you Collected 45 small Australian lungfish from Queensland, Australia. Put them in your Main Animal Collection and into your freshwater aquarium. Remember to put your initials in front of the Local ID.Group should be accessioned27
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5 - AnimalPartial Group DeathOn 3 January 2020 four of the lungfish are found dead. Record the Partial Group DeathPartial Death should be recorded28
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5 - AnimalAnimal Topics - Record a censusOn 3 February 2020 you take a census and there are 39 lungfishCensus should be recorded29
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5 - AnimalAnimal Topics - Split an Individual1)On 5 February 2020 one lungfish is injured and it is taken to the hospital for treatment. First, create a Hospital enclosure. Remember to put your initials in front of the Name
 2)Split an Individual out of the group and put it in that enclosure		1)Hospital Enclosure should be created
 2)Individual record should be created		30
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5 - AnimalAnimal Topics - Merge an IndividualOn 15 February 2020 the lungfish has recovered and is returned to the groupIndividual should be merged into the Group31
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5 - AnimalSplit same animal from groupOn 18 February 2020 the same lungfish is re-injured. Split it from the Group againSame Individual should be split from Group32
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5 - AnimalSplit a GroupYou have too many lungfish and you want to disposition some. Split 10 members out for disposition on 19 February 2020New Group should be created33
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5 - AnimalDisposition a Group to Species360 memberOn 20 February 2020 disposition the Split group to SPECIES360Group should be dispositioned and a Pending By Other Institution should be created34
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6 - Data Entry Monitoring
Data Entry Monitoring1)Open Data Entry Monitoring, find the disposition of the Group and roll it back (undo selected)  Start > Security Tools > Data Entry Monitoring
 2)Go into the record and check that the disposition has been removed from My Transactions		1) In Data Entry Monitoring the entry should display as Rolled Back
 2)The disposition should be deleted from the record		35
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6 - ReportsTaxon ReportYou want to run a Taxon Report on all the Canids you had In on Loan from Audubon Zoo from 2000-2005. You want to include House Name, sort by Local ID and include Notes on Parental and Reproductive information. Do not actually run the report, just fill in the fields you would need to run this report.Taxon Report is open with the required fields filled in.36
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6 - ReportsSpecimen ReportYou want to run a Specimen Report on the galah you accessioned. You want to see a weight graph in pounds, Notes regarding Enrichment and Appetite and view the Enclosure History. Do not actually run the report, just fill in the fields you would need to run this report.Specimen Report is open with the required fields filled in.37
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6 - ReportsActivity ReportYou want to run an Activity Report from 1 January to 1 June 2020 for all Event Types and Grouped by Taxonomy. You can go ahead and run this report!Report should run and all the animal data you have entered should display38
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9 - ToolsSpecies Holdings 1)You want to know what institutions are holding snow leopards. Use Species Holdings to find them. Desktop icon or Start > Global Resources > Animal Management/Husbandry > Species Holdings.
 2)Use the count hyperlink and open one of the records		1)There should be many results for snow leopards
 2)The record should open in the Global view (blue background)		39
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9 - ToolsSpecies Holdings Use the institution hyperlink to open the institution recordThe institution record should open in the Global view (blue background)40
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