2022-Scenarios-Studbooks.xlsx

	A	B	C	D	E
1	Topic	Sub-Topic	Scenario	Expected Outcome	Sort Order
2	0 - Log-in	No "real data" is present in this build, so no need to worry about creating false data while you learn. Please do not edit/delete any data except for what you have entered.	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 open	1
3	1 - Navigation	Find your studbooks	Navigate to the studbook Start > Studbook > Studbooks Drag it to desktop if you want	The studbook should display in My Studbooks	2
4	1 - Navigation	Open the Studbook	Left click on the Studbook	The Studbook Dashboard should open	3
5	1 - Navigation	Open All Animals	Select View List under All Animals	List should openb	4
6	1 - Navigation	Customize the columns	Using the down arrow to the right of the colum header, check and uncheck columns as desired	Only columns checked should display	5
7	1 - Navigation	Change the column order	Drag and drop a colum to a new order	Column order should change	6
8	1 - Navigation	Find Basic Info	Select a record (Studbook ID hyperlink)	The record should open and basic information should display at the top	7
9	1 - Navigation	Expand and collapse grids	Within that record expand/collapse all the girds using the icons at the top, then expand/collapse some the individual grids using the arrows. Collapse and expand Animal Activity.	Grids should expand and collapse	8
10	1 - Navigation	Filter by deceased animals	Use the breadcrumbs at the top to go back to the All Animals in Studbook list. Use the expandable search filter at the top to search for dead animals (Transactions = Death)	Only animals that are deceased should display	9
11	1 - Navigation	Reset the filters	Use the Reset button to reset the filters	All the filters should be blank	10
12	1 - Navigation	Filter by undetermined pedigree	Use the search filter to find animals with both parents Indeterminate/Undetermined	Only animals with both parents undetermined should display	11
13	1 - Navigation	Open parent grid	Open the Parents record for one of the animals	Both parent should be UND	12
14	1 - Navigation	Quick search	Perform a quick search for a studbook ID 5. Then search for GAN BGS19-00602	Records should be found using both the studbook ID and the GAN	13
15	1 - Navigation	Sort results grid	Sort your Living animals by age, oldest at the top. Remember to go into Living Animals first.	Results grid should display the oldest animal at the top	14
16	1 - Navigation	View recent activity	View your recent Studbook Activity	Recent Activity should display	15
17	1 - Navigation	Export Complete Animal	Navigate to an animal and export the Complete Animal	Complete record should export	16
18	2 - Studbook Overview	Update Currentness Date	In Basic Information update your studbook currentness date	Currentness date should be updated	17
19	2 - Studbook Overview	Edit default gestation/incubation	From Taxonomy grid update the gestation/incubation for your species	Gestation/Incubation should be updated	18
20	2 - Studbook Overview	Add a new UDF	Add a new combo box UDF with 3 fields. Add it to a record	UDF should be added and available for assignment in the records	19
21	2 - Studbook Overview	Edit next Temporary Studbook prefix	Create a new prefix for your Temporary Studbook IDs	New prefix should be created	20
22	2 - Studbook Overview	Assumptions and Conventions	Add some Assumptions and Conventions to your studbook	Assumptions and Conventions should save	21
23	3 - Data entry	Create a new animal in your studbook	Create a Draft animal record and record Birth Transaction 3 months ago, FORTWORTH, Local ID 123, dam #5 and sire #4. Go back to Living Animals.	Record should be saved as a Draft animal	22
24	3 - Data entry	Complete Draft record	Find the Draft animal and complete all mandatory fields, sex is Male, rearing is Parent	Record should indicate all mandatory fields are completed	23
25	3 - Data entry	Promote Draft animal	Make the Draft animal a true studbook record	New Studbook ID should be assigned	24
26	3 - Data entry	Delete studbook animal	Delete this record from your studbook	Record should be deleted from the studbook	25
27	3 - Data entry	Roll back the Delete	Using Data Entry Monitoring roll back the delete action	Record should be displayed in the studbook	26
28	3 - Data entry	Manually link an animal to your studbook	Use Suggested Animals, open a record and select to Manually Link to #6	Records should be linked in the studbook. Suggested Animal should be removed from the list	27
29	3 - Data entry	Unlink a studbook animal	Select to unlink the records just linked	Records should be unlinked. Suggested Animal should reappear on the list	28
30	3 - Data entry	Reject an institutional record	Reject an animal from the Suggested Animal list	Record should not become part of your studbook. Animal is removed from Suggested Animals list	29
31	3 - Data entry	Add a UDF to a record	Open a record and add the UDF you created to it	UDF should display in the record	30
32	3 - Data entry	Add a House Name	Add a House Name to that record	House Name should be saved	31
33	3 - Data entry	Add a transponder	Add a transponder to that record	Transponder should be saved	32
34	3 - Data entry	Add two contraceptions	Add two contraceptions on the same day to that record	Both contraceptions should save	33
35	3 - Data entry	Add a note	Add a Note with the type "Parental" and subtype "Fostering" to that record	Note should be saved	34
36	3 - Data entry	Mark as Hybrid	Mark that animal as a Hybrid	Hybrid box should be checked	35
37	3 - Data entry	Create a new MULT	Find a record with single parents and add new parents, creating a new MULT. Adjust the precentage.	New MULT should be created and percentage should be adjusted	36
38	3 - Data entry	Enter Rearing End Date	Enter an End Date for a Rearing	Rearing End Date should display	37
39	3 - Data Entry	Accept a Pending Update	From the Pending Updates list, open a record with Pending Updates	Record should open	38
40	3 - Data Entry	Accept with Edit	Accept with Edit one of the updates	Record should be accepted	39
41	3 - Data Entry	Roll back the Accept	From Data Entry Monitoring, roll back (undo) the Accept	Record should be Pending again	40
42	3 - Data Quality	Dismiss an Error	Open your Data Quality list and Dismiss an Error	Error should be dismissed	41
43	3 - Data Quality	Recover a Dismissed Error	Select to Display Dismissed Errors	Error should display	42
44	4 - Tools	Run a Census Report	Use Census Report to open a Census graph	Graph should display	43
45	4 - Tools	Remove Females	Remove Females from the graph	Graph should not diosplay Females	44
46	4 - Tools	Compare two animals	Use Animal Comparison to compare two records	Records should display side by side	45
47	4 - Tools	View MULT list	View the new MULT you added in your MULT Management list	The new MULT should display	46
48	4 - Tools	Run an Unknown Pedigree Report	From Pedigree select Unknown Pedigree Report	Report should display results	47
49	5 - Institution List	Add a new institution	Add a new local institution. Add an address, email, website and note	Institution and information should be saved	48
50	5 - Institution List	Add Contact	Add a contact at this institution and mark them as a liason	Contact should display	49
51	5 - Institution List	Find the Local Institution in the left-hand Dashboard	Select Local Institution	Institution should display	50
52	6 - Filters	Filter Data Entry Monitoring	Filter Data Entry monitoring by Action Type "Edit"	Edit records should display	51
53	6 - Filters	Filter Living Animals	Filter your Living Animals List to "Female" and pin one of these animals	Only animals that are Female should display in the list. The animal you pinned should display under Pinned Animals in your left hand dashboard	52
54	6 - Filters	Create a Saved Filter for this search	Use the Save icon to Save the filter	Filter should be Saved and display in the Select Filter dropdown	53
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