Managing Member Requirement Documents

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Managing Member Requirement Documents
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Manage Member Requirement Documents

As a school or clinical coordinator, if your school or clinical site requires a document, it must be approved. Please follow the steps below to manage pending requirement documents.


Document Mangager

Step 1:

As your organization's coordinator, you will see an orange "Pending Member Documents" notification button on your home page when there are documents to review.

Click on the " Pending Member Documents" notification or select the "Document Manager" tab on your navigation bar to review the document(s).

image shows pending document notification and the document manager tab

NOTE: If you do not see the "Document Manager" tab on your home page, click the "More" tab on your navigation bar and select "Document Manager" from the drop-down menu.

Step 2:

The "Document Manager" opens a document queue view for managing pending requirement documents. Please review the pending document and the member information on the left. Use the "Skip Forward" and "Skip Back" buttons to skip documents as needed.

Image shows skip forward and skip back buttons within the document queue.

Step 3:

The "Queue Filter" allows you to filter by requirement. Click the drop-down menu, select the requirement you want to manage, then click "Set Filter."

Image shows document queue requirement filter.

Entity-restricted requirements will appear in the filter list with the entity-restricted icon, as shown below.

Image shows entity restricted requirement icon in document queue filter.

Step 4:

Enter the "Completion Date" and/or "Expiration Date." Then, click "Approve" or "Deny."

Image shows completion date field, deny note field, and approve and deny buttons.

NOTE: When denying a document for a student or faculty under "Deny Note" please enter the reason for denial.

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To learn more, please contact ACEMAPP Support at 844-223-4292 or email us at support@acemapp.org.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

An Entity is a School, Clinical Site, High School, Company, etc.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

The end of a member’s billable, 365-day membership.

Renewal of membership is paid by the member or the entity managing them.

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Tiered requirements are divided into separate groups for completion used to manage requirements belonging to a series. Please review the description in the tiered requirement to ensure member documents or completion dates are uploaded/entered into the appropriate group to meet compliance. The student must select only one group to upload/enter completion dates according to how they meet compliance. Students will not show compliance if they upload or have completion dates entered within multiple groups for a tiered requirement.
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