Confirmation and Feed Logs July 2017 Tips and Tricks

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Presentation transcript:

Email Confirmation and Feed Logs July 2017 Tips and Tricks New and Improved! Email Confirmation and Feed Logs July 2017 Tips and Tricks

New! Email Confirmation This functionality should be released in early August. Historically, when you created a ZIMS User you could assign them any Email you wanted, as long as it was unique. It did not actually HAVE to be that person’s true Email address. Now ZIMS is requiring that all Email addresses be confirmed. Eventually you will not be able to log into ZIMS using an unconfirmed address. But why did we do this?

1. Security Requiring Users to validate Emails is a standard security measure used by almost all on-line systems. For example, it helps prevent an inappropriate person from resetting your Password.

2.Ensures Accuracy John.Smith@gamil.com Validating your Email address ensures that it was typed correctly when it was recorded. Example: John.Smith@gamil.com

3. Emails From ZIMS ZIMS is beginning to include the ability to send Emails. For example, we have already implemented the functionality to send an Email notification to specified Staff should a Water Quality or Environmental Measurement be outside of your desired range. We want those Emails to go to a real address!

4. Emails From Species360 Finally, this is a way to ensure that Emails coming from Species360 are actually getting to the right people. Emails we send out are often filtered by your Job Type to make sure that you receive those Emails that are relevant to your responsibilities. If they are not going to a true Email you may be missing some valuable information.

To Confirm Email When a new User is created you will get a message that an Email will be sent. The Email will come from support and the title will be ZIMS email confirmation. After you open simply click on the link at the bottom. You will receive a message that your Email has been validated.

Unconfirmed Emails If you have not confirmed your Email, when you try to log in you will receive a message. You can chose to resend the confirmation Email. If the Email address is incorrect you are told to contact your Local Admin or support. When this functionality first deploys you will not be blocked from getting into ZIMS. However, in the near future you will be, so remember to confirm your Email!

View Confirmed Emails From the Staff grid you can quickly see who has confirmed their email and who has not. All previously entered Staff members will receive Email confirmation requests, not just new Users.

Any Questions on Email Verification?

Improved! Feed Logs As part of our steps to improve ZIMS functionality for aquariums, and at the same time benefit zoos, the Animal Feed Log has been completely revamped into an easy to use grid. All previous Feed Log entries will be transferred into this grid format. We are looking at improvements to the Enclosures module and Feed Log changes for them are planned for the future.

Completing the Grid The Feed Log is now a grid where you can record feeding multiple different types of food. The grid line will remain red until you have recorded data in all the mandatory fields (as top screen). The line will turn green once all the mandatory fields are completed (bottom screen). Only those lines that are green will be saved.

Calculations If the Units of Measure are the same you can Calculate the Total Offered as well as the Total Consumed. If you know the Energy Content you can record that and calculate Total Energy Content also if the Units of Measure are the same. If you need additional lines to add food items select the “+5 more” to add five lines to your grid.

Save & Repeat If you are entering multiple days worth of Feed Logs you can select the Save & Repeat option. You will be required to enter a new date. You can keep the data as recorded in the original entry or edit, add or delete as appropriate.

Clone Selected Another time saver should you frequently feed similar food items and amounts is to select Clone Selected from the Actions Menu.

Clone Selected The data from your selection will prefill. You will need to record a new feeding date. Then you can add, edit or delete data as appropriate. There is no Save & Repeat for a cloned record.

Display in Record The record will display as collapsed (top). To look at the complete record details you can expand each line separately using the “+” (bottom).

Display in Record You can also use the Expand All button at the upper left to expand all of the records in one click. If you export the record to Excel or PDF the details will export regardless of whether the grid is expanded or not.

Search Form The Search Form allows you to search by a Date Range or a specified Fed By. The results of this search are all that will export should you wish to filter your exports.

Batch Feed Log Entries Even with the new grid format, Feed Logs remain available as a Batch action, with either a single entry for all or a custom entry for each record.

On New Email Confirmation and Improved Feed Logs Any Questions? On New Email Confirmation and Improved Feed Logs