Article: Relationship Management content
The Relationship Management feature allows administrators to document and view notes on members and partner entities, including phone calls, emails, and general updates. Notes are not visible to the member or partner entity, and are only visible to other admins within your organization. This guide walks you through creating notes for individuals and organizations, and shows how to access all interactions in one central location for easy tracking and collaboration.
Member Notes
Step 1: Access Members
From your home page, click the "Members" button and select the member type from the dropdown under "Affiliation".
Note: If you are a Clinical User, please select the member type under "Rotation".
Step 2: Open Member Profile
From the Members Affiliated Table, click the "View" (eye) icon in the actions column of the member.
Step 3: Open Member Notes
Click the "Member Notes" button.
Step 4: Add a Note
Select the "Note Type" (Note, Phone Call, etc.) from the dropdown. Write your note in the "Note" field and click the "Save" button.
Note: Any previous notes for the member will be shown at the bottom of the pop-up.
Partner Entity Notes
Step 1: Access Partnership Directory
From your home page, click the "Partnership Directory" button.
Step 2: Open Partner Notes
Click the "Notes" (book) icon in the actions column of the partner.
Step 3: Add a Note
Select the "Note Type" (Note, Phone Call, etc.) from the dropdown. Write your note in the "Note" field and click the "Save" button.
Note: Any previous notes for the partner will be shown at the bottom of the pop-up.
Relationship Management
View all notes for members and partners in the Relationship Management area.
Step 1: Access Relationship Management
From your home page, click the "Relationship Management" button in the navigation bar.
Note: Depending on the size of your screen, you may need to select from the "More" drop-down.
Step 2: View All Notes
In the Relationship Management area, you can see all previous notes for members in "Member Interactions", and all notes for partner entities in "Entity Interactions".
An Entity is a School, Clinical Site, High School, Company, etc.
An Affiliation is a connection between a Member and an Entity.
Affiliations define Member Types and often include Graduation or End Dates.
A rotation is a scheduled clinical experience.
The Profile allows you to enter and edit personal information in ACEMAPP.
An Entity is a School, Clinical Site, High School, Company, etc.
The connection between Entities in ACEMAPP.
An active Partnership between two entities is needed to create a rotation in ACEMAPP.
The connection between Entities in ACEMAPP.
An active Partnership between two entities is needed to create a rotation in ACEMAPP.
An Entity is a School, Clinical Site, High School, Company, etc.
