Article: Managing Member Requirement Dates

Managing Member Requirement Dates

As a school or clinical coordinator, you can enter the requirements' completion and expiration dates. Bulk uploading requirement dates allows you to enter dates for multiple students simultaneously.

Manage Requirement Dates

Step 1:

From your home screen, click "Members" and under "Affiliation," select the member type you would like to manage requirement dates for.

NOTE: Viewing members by "Affiliation" only shows members directly affiliated with your managing entity.

Step 2:

Locate the member in your list and click the "Requirements" icon in the "Actions" column.

NOTE: For school users, viewing student requirements under the "Manage Students (Affiliated)" table only shows school requirements. To view requirements from the clinical site, please click the "Members" tab and select the desired member type under "Rotation."

Step 3:

If applicable, locate the correct requirement name and enter the "Completion" and "Expiration" dates.

NOTE: The completion date is when the service was completed.

Step 4:

Enter any notes or comments necessary for the requirement. Then, click the green "Save" button.

Bulk Manage Requirement Dates

NOTE: Bulk management of requirement dates is only possible for requirements set up for the entity you are managing.

Step 1:

From your home screen, click "Members" and select the member type in the "Affiliation" column.

Step 2:

Next, locate the student(s) you need to enter for the requirement dates. Once you find the student(s), check the box next to their name.

Step 3:

Once all students are selected, click the "Select" tab. Then, click "Export Selected" from the dropdown.

Step 4:

Click the "Download CSV" button.

Step 5:

Once the CSV file has been downloaded, open the file and complete the appropriate columns.

For the requirement(s) you want to clear, enter the completion date (MM/DD/YYYY). Be sure to enter the expiration date if it applies to the requirement.

Once all fields have been updated, click "File" and then "Save As." Be sure your file remains in CSV format.

NOTE: Do not make any changes to Row 1 or Column A. Row 1 will provide the requirement name. You may click on this row to see the requirement for that column.

Step 6:

Once your CSV file has been updated and saved, go back into ACEMAPP. From your "Manage Students (Affiliated)" table, click the "Create" tab and "Bulk Upload."

Step 7:

Go to Step 2 and click on "Start Upload Process."

Step 8:

Select the program you are uploading member requirement dates for, then click "Browse" to choose your completed file. Once the CSV file has been uploaded, click "Submit."

Step 9:

Information from the CSV file will be available for you to review. Please review and edit the information as needed, ensuring there are no errors.

Any fields that are highlighted in red will need to be updated. Make sure that completion dates are today's date or in the past. Make sure expiration dates are in the future. Once all fields are highlighted green, click "Submit."

You can click "Start Over" to return to the original information before uploading it. Any changes you made before clicking on the "Start Over" button will be lost.

You will receive a confirmation window to verify that your changes have been completed.