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Creating and Assigning Medical Roles

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1 Creating and Assigning Medical Roles

2 ZIMS Updates! This PowerPoint is up-to-date as of: November 12th 2018
ZIMS is developed in an “agile” method This means that it is updated every two weeks, sometimes with additional releases in between! Use the link below to see if there have been any updates to this topic since the date above:

3 Medical Admin Role Medical Roles are added, edited and assigned in the Animal Husbandry module under My Institution, just as other Roles are found. As the default, your institution will not have any Medical Roles. The Species360 Global Administrator will give one person at your institution a Medical Admin Role two weeks before your Go Live! deployment date for ZIMS For Medical. Usually this is your Local Admin but let your Species360 representative know what staff member will be managing the Medical Roles at your institution so they can assign them this Role. Once the Medical Admin Role has been assigned, you will see the Medical Roles grid if you have been assigned a Medical Role.

4 Medical Admin Role Once you have been given a Medical Role the medical
module will also appear in the Start menu. Medical Admin has all rights to all functionality of the ZIMS For Medical module. It does not, however, provide any access to the Animal Husbandry ZIMS module. This is an Species360 Role so it cannot be edited and is greyed out.

5 Medical Admin Assigns Other Medical Roles
The Medical Admin will then assign other staff members appropriate Medical Roles. It is important to note that a Medical Role cannot be assigned to a staff member who does not have any ZIMS access. In this example Kendra Keeper does not have any access to ZIMS, so View/Assign Medical Roles is greyed out and cannot be selected for her. At minimum, an Eye On ZIMS Role should be assigned.

6 Custom Medical Roles There are two Species360 Medical Roles – Medical Admin and Veterinarian. In addition, just as in the Animal Husbandry module, you can create custom Medical Roles. Below we created a custom Role for our Veterinary Technicians. When creating custom Roles DO NOT use the Medical Admin Role as a template as this will allow the ability to add and assign other Medical Roles. When creating custom Roles start without a template or select the Species360 Veterinarian template or a custom Role you have already created.

7 New Veterinarian Role Added to Animal Husbandry module
A new Animal Husbandry Role of Vet - Husbandry was added with the release of ZIMS For Medical if you want to use that for your Animal Husbandry Veterinary Role

8 Roles for all your medical care staff
The End Roles for all your medical care staff


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