Article: Directory: Manage Entities

Adding Directory Entity

Step 1:

From the dashboard, click on the Directory tab, then Entities
User home page highlighting Directory button and Entities button from dropdown.

Step 2:

Review the list of Entities to verify if the new Entity has already been created. You can use the search bar to see if it has been created or review the list. Once you have verified the Entity has not been created, select the Create New button.
Directory Entities table highlighting Create New button.

Step 3:

Enter the Entity's name, select the status, and select the entity type. You can also enter additional details for this Entity on the form, including the address, contact information, and information on managing contract dates, site visits, and sharing across multiple campuses. New Entity form highlighting Entity Name field, Status selector and Entity type selector.

Step 4:

Additional - Site Visit, Contract Dates, Primary Contact, Contact Info, Requirements You can select the Additional tab in the Navigation box to add additional information about the Entity, including the site visit, contact information, or additional requirements. Once you enter the extra information, click Save.

Add Entity additional information form example highlighting Additional button and Save button.

Step 5:

Next, select the Connection tab. To make this Entity available to other members, select the appropriate program here and click"Save".

Add Entity Connection form example highlighting Program selector and Connection button.

Step 6:

An entity is not entirely connected if you see a Lost and Found button on your Directory Entity table. Click the button, then click the pencil icon for the Entity listed. Confirm the information. If you want to keep the Entity, add the program to the Connection tab. If you want to delete the Entity, go to the status field and move it to deleted or closed.

Directory Entities table highlighting Lost and Found button.

Closing a Directory Entity

Step 1:

From the Directory Entity table, click the Edit icon next to the entity you wish to close.

Directory Entities table highlighting Edit button.

Step 2:

In the Status box, change the status to Closed.

Closing an entity will make that entity no longer available for further selection. However, any reporting or data already attached will continue to be accessible. Deleting an entity will make that entity no longer available, and any data attached will be LOST

Edit entity form example highlighting Status selection of Closed option.

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

Directory: Manage Members

The Directory system allows you to create and manage accounts specific to your organization. This includes adding programs, sharing across multiple facilities or schools, managing schedules, providing preceptor details, and license information. This also provides your students and faculty to view this directory list.

Directory Entities Document Upload

The Directory system allows you to create and manage non-ACEMAPP entities specific to your organization. Once you add a Directory Entity, you are able to upload documents specific to that entity. Once you add a Directory Entity and connect a Member to the Entity, you are able to upload documents specific to the member and entity connection.

Directory System Reporting

The Directory System allows you to export information and run last used reports.

Article: Directory: Manage Entities

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