LOCAL ADMIN TRAINING INDEX
This Index contains the training documents and PowerPoints that will help a User with the Role of Local Admin at their institution become acquainted with their responsibilities. Most of these topics are found in the My Institution module of ZIMS. Each institution is managed differently and some of these responsibilities may fall to other Staff members.
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Table of Contents
Overview
Description: Brief overview of the Local Admin responsibilities
Features Available:
- Feature: ZIMS Overview
- Feature: My Institution Topics
- Feature: Onboarding Skills
- Feature: Requesting Enhancements
- Feature: Member Maps, Animal Charts and Data Quality
Related Materials:
- Local Admin Responsibilities : PowerPoint on Local Admin responsibilities
- Post-Deployment Skills : A checklist of skill that should be learned post-deployment
- Intro to ZIMS : PowerPoint overview of ZIMS concepts and navigation
- Requesting Enhancements : PowerPoint on how to request Enhancements
- Maps, Charts and Data Quality : PPT on using the tools in ZIMS to track members, animal statistics and data quality
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Institution Preferences and Customization
Description: Setting the Preferences for your Institution and other customization of ZIMS
Features Available:
- Feature: Save and Save & Apply to All Users
- Feature: List of Preferences available
- Feature: Column customization
Related Materials:
- Preferences : Help document detailing all Preferences, including Institution Preferences
- Column customization : Help document column customization
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Managing Staff
Description: Managing your Staff in ZIMS
Features Available:
- Feature: Adding and editing Staff
- Feature: Email confirmation
Related Materials:
- Add Edit Staff : Help document on adding and editing Staff
- Email Confirmation Help : Help document on Email confirmation requirements
- Email Confirmation PPT : PowerPoint on Email confirmation
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Creating and Assigning Husbandry Roles
Description: Roles management
Features Available:
- Feature: How to assign Roles
- Feature: Access for Template Roles
- Feature: How to create custom Roles
- Feature: ZIMS access by Role
Related Materials:
- Roles Access : Excel file of ZIMS access per Role
- Assigning Roles : Help document on assigning ZIMS Roles
- Species360 Roles : Help document on the access for the Species360 Template Roles
- Custom Roles : Help document on creating custom ZIMS Roles
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Departments and Teams
Description: How to add and management Departments and Teams
Features Available:
- Feature: Managing Departments
- Feature: Managing Teams
Related Materials:
- Managing Department and Teams : Help document on Departments and Teams
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Collections
Description: Creating Collections and assigning animals
Features Available:
- Feature: Adding new Collections
- Feature: Local versus Global Scope
- Feature: Assigning animals to Collections
- Feature: Editing Collections and assignments
Related Materials:
- Collections : Help document on Collections
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Adding Institutions
Description: How to search for institutions and add a new Local institution
Features Available:
- Feature: Searching for institutions
- Feature: Adding a new Local institution
Related Materials:
- Institution Search and Add : Help document on searching for institutions and adding a new Local institution
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External Sharing
Description: Default global sharing and External Sharing
Features Available: What data is globally shared by default
- Feature: What additional data is shared with External Sharing
- Feature: How to Externally Share a record
- Feature: How to find who is sharing records with you
Related Materials:
- Global Data and External Sharing : Comprehensive Help document on what data is shared globally by default and how to externally share records
- External Sharing : PowerPoint on External Sharing – slides 33-34
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Collection Planning
Description: Adding and finding Animals Available and Species Wanted
Features Available:
- Feature: Animals Available
- Feature: Species Wanted
- Feature: Using Animal Lists
- Feature: Searching the listings
- Feature: Planned Taxa: Add Planned Taxa to an Enclosure
- Feature: Management Plan: Add Management Plan information to an Animal
Related Materials:
- Animals Available and Species Wanted : Help document on creating and finding Animals Available and Species Wanted
- Collection Planning : Help document on Collection Planning functionality
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Contact Directory
Description: Using the ZIMS Contact Directory
Features Available:
- Feature: Adding Contacts
- Feature: Searching Contacts
Related Materials:
- Contact Directory : Help document for adding Contacts and searching the Directory
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Measurement Preferences
Description: How to shorten your measurement list terms
Features Available:
- Feature: Using Measurement Preferences
Related Materials:
- Measurement Preferences : Help document on using Measurement Preferences
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Transponders
Description: Managing Transponders
Features Available:
- Feature: Adding a Transponder to the inventory
- Feature: Updating the Status of a Transponder
Related Materials:
- Transponders : Help document on managing Transponders
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Permits
Description: Managing Permits in ZIMS
Features Available:
- Feature: Adding a Permit
- Feature: Updating Permit Status
- Feature: Assigning a Permit
- Feature: Finding Global Permits
Related Materials:
- Permits : Help document on creating, assigning and finding Permits
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Multiple Institutions
Description: Managing access to multiple institutions
Features Available:
- Feature: Parent/Child relationship set up
- Feature: Assigning access to multiple institutions
- Feature: Switching between institutions
- Feature: Setting default institution
Related Materials:
- Multiple Institutions : Help document on assigning Users to multiple institutions
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Advanced Access Management
Description: How to use Advanced Access Management
Features Available:
- Feature: Description of what AAM does
- Global/Local Admin activation
- Feature: How to assign AAM access by Department
- Feature: Use case scenarios
Related Materials:
- AAM Overview : An overview of what AAM is
- AAM : a PowerPoint on how to use AAM
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Revised 5 March 2025
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