1. Create the New Instance
    1. From the ZD QA Site Create a new instance
    2. Select the Instance
    3. Make sure you select Law School and then Registrar to the the sample data set.
    4. Click Try with Sample Data
  2. Set the Instance Name and Tag
    1. Click you name in the top right of the screen
    2. Navigate to the Instance Name field
    3. Enter a name that describes the instance (i.e. Fordham Law Test)
    4. At the end of the name add a space and a #ES tag. (i.e. Fordham Law Test #ES) 
    5. If your user will be logging in with Microsoft credentials
      1. Delete "Microsoft" from the Blocked Auth Providers field.
    6. Scroll to the bottom of the page and click Same Instance Details (blue button)
    7. Wait a few minutes for the process to create your ES instance.
    8. You will know it's ready when you see an Exam Scheduling Share in the list. 
  3. Add your user information
    1. Click Shares
    2. Click New Share
    3. Click Invite via Email
    4. Select top 3 options SG Admin, SG Manage/Admin, SG View Courses
    5. Scroll down to the WITH THESE PEOPLE section.
    6. Enter the email of the user you want to invite.
    7. Scroll down to the FOR THESE RESOURCES section.
    8. Select the first option All instance resources.
    9. Click Create New Share.
    10. Copy the link and save it. (You will need this in Step 6 below.)
  4. Add User to Exam Scheduling Groups
    1. Click on Groups
    2. Click All Groups
    3. Click All Roles
    4. Click New Group
    5. Name it Registrar and click Save & Add another
    6. Click New Group again.
    7. Name it DisabilityServices and click Save & Done.
    8. Click Find
    9. Click People
    10. You will see a person with no name and no photo.
    11. Click Edit
    12. Enter the First and Last Names
    13. Click Advanced Role & Group Options
    14. In the Roles section type "ADM" and then select Administrators
    15. In the Group Associates type "reg" and select Registrar.
    16. then type "dis" and select DisabilityServices.
    17. Click Save and Done.
  5. Create a schedule
    1. Click on Find
    2. Click on Fall 2020
    3. Click the name of the first course in the list
    4. Click the blue Exam Scheduling (QA) button.
    5. The App will launch in a new window.
    6. Click the Fall 2020 folder.
    7. Click Create Schedule (on the right)
    8. Select a date range with 5 days in it. (preferable Monday-Friday)
    9. Select 3 slots.
    10. Click Update
    11. Click Data Synchronization (blue bar)
    12. Click Sync
  6. Share Link with Users
    1. Email the link from Step 3, 10 to the user so they can login.
    2. Include instructions so they know the steps to login and navigate to the Exam Scheduling application
    3. It's probably best to schedule a training session with Patti or Ian ensure the user is not struggling with the process.