Article: Managing Member Tiered Requirements

Tiered requirements are divided into separate groups to manage related items that must be completed in a series. Carefully review the tiered requirements description to ensure member documents and completion dates are uploaded or entered in the correct Group to maintain compliance.

Reviewing Tiered Requirements Documents

Step 1: Navigate to Member Type

From your home page, click the "Members" dropdown. Under Rotation, select the appropriate member type (e.g., Student, Clinical Faculty).

Step 2: Access Member Requirements

Locate the student and click the "Requirements" (book) icon in the Actions column.

Step 3: Open Tiered Requirements

Scroll to the tiered requirements section and click the "Edit" button.

Step 4: Identify Pending Documents

Look for documents marked with a light blue "View" (eye) button indicating a pending review.

Step 5: Review Document Submission

Click the "View" (eye) icon to open the document upload form. Scroll down to view submitted files. Click the document link to open or download it (depending on your browser settings).

Click the "Manage" (gear) icon next to the file to take action.

Step 6: Approve or Deny Submission

On the confirmation screen, verify the Completion Date, Expiration Date (if needed), and any notes. Then click "Approve" or "Deny" to finalize the document’s status.

Uploading Tiered Requirements Documents for Members

Step 1: Select Member Type

From the home page, click the "Members" dropdown, then under Rotation, select the applicable member type.

Step 2: Open Member Requirements

Find the member and click the "Requirements" (book) icon under the Actions column.

Step 3: Access Tiered Requirement

Click the "Edit" button in the tiered requirements section.

Step 4: Open Upload Form

Click the "View" (eye) icon to upload a new document.

Step 5: Upload and Submit

Fill in all Required fields (such as date and file) and click "Submit" to upload the document.

Entering Completion Dates for Tiered Requirements

Step 1: Choose Member Type

Select the "Members" dropdown from the home page, then choose the applicable member type under Rotation.

Step 2: Open Requirements Panel

Find the member and click the "Requirements" icon in the Actions column.

Step 3: Edit Tiered Requirement

Click the "Edit" button for the tiered requirement.

Step 4: Enter Completion and Expiration Dates

In the correct Group and Level, input the Completion Date and Expiration Date (if applicable). Then scroll down and click "Save."