Article: Overview of Member Affiliated Table

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Overview of Member Affiliated Table
Member Types:

The overview of your member's affiliated table is meant to help you get familiar with the layout and show you what you can do from the affiliations table. Please see the other help desk guides link for more detail on various functions.

Navigate to Member's Affiliated

Click the "Members" tab in your navigation bar, and select the appropriate Member Type from the drop-down menu.

User home page highlighting Members dropdown button and member types in Affiliation column.

Manage Students table example.

Member's Affiliated Table Tabs

Manage Students table example highlighting Create, Manage, Select and Switch dropdown buttons.

Create

Manage Students table highlighting Create dropdown button and Add One Student and Bulk Upload buttons.

  • Add One Student: You can create a new member account as a school or clinical coordinator.
  • Bulk Upload: As a school or clinical coordinator, you can create several new members simultaneously with our bulk upload process.

Manage

Manage Students table example highlighting Manage dropdown button and Bulk Manage, Manage Tags, Assessment Report, SCORM Scors, Assignment Data, and Upcoming Invoices buttons.

  • Bulk Manage: Use the Bulk Manage feature to manage a member's status between active, graduated, on Hold, or withdrawn in ACEMAPP.
  • Manage Tags: You can create tags by graduating class, cohort, or any other way that may be beneficial. You can also add multiple tags to student accounts.
    • Please see our Help Desk Guide for further guidance: Tags
  • Assessment Report: Quickly access this report and use it by selecting an assessment and seeing who has/has not completed the assessment.
    • Please see our Help Desk Guide for further guidance: LMS Report
  • SCORM Scores: Quickly view SCORMS Scores for your members.
  • Assignment Data: The Assignment Data can be entered by bulk uploading it for students. The information added can be used to identify students in ACEMAPP based on Assignment Data quickly.
  • Upcoming Invoices: If your organization pays for member accounts (i.e., Students), you will receive a notification. This notification will let you know when you have upcoming invoices containing member accounts about to expire.

Select

Manage Students table example highlighting Select dropdown button and Export Selected, Tag Selected, Email Selected, Assign to Course, and Schedule Report buttons.

  • Export Selectd: Export selected member data to a downloadable CSV file.
  • Tag Selected: Select the members you want to add a tag to by checking the box by their names.
  • Email Selected: Select the members you want to email by checking the box by their names.
  • Assign to Course: You may assign students and course admins to all required courses for their program at once.
  • Schedule Report: Quickly access this report and use it by selecting what members you want. This report allows you to view all student schedules simultaneously.

Switch

Quickly switch over to another member type.

Manage Students table example highlighting Switch dropdown button and member types in the Affiliation column.

Member Statuses

Manage Students table example highlighting student status filter tabs.

  • Active: Members who have active ACEMAPP accounts. They can be updated, managed, and assigned to clinical rotations.
  • Graduated: Members who have successfully graduated from their program or whose accounts have reached their "Access End Date."
  • On Hold: Members who are not currently active in ACEMAPP but may need to be active again.
    • (For example, An adjunct faculty that may not be teaching for a semester or a student that is taking a semester left.)
  • Pending Entity Approval: Members who have requested to affiliate with an organization but have not yet been approved or denied.
  • Pending Member Approval: Members who have been invited to affiliate with an organization but have not yet approved the request.
  • Withdrawn: Members who no longer need access to ACEMAPP and the access end date do not apply.
    • (For example, a student that has dropped from their program)

Member Affiliation Table Features

Records per Page

Allows you to expand the records per page.

Manage Students table example highlighting table options.

Search

Allows you to search by Name, Email, and Tags.

Manage Students table example highlighting Search field.

Select All Box

Allows you to select all members to export, tag, email, assign to a course, or run the schedule report.

Manage Students table example highlighting Select All checkbox.

Action Icons

  • Edit: (Pencil Icon) Allows you to edit incomplete member's general information, emergency contact, security info, assign new programs, update affiliated programs/access end date, access/due date (only if the member has not yet logged in), add or remove email(s), edit licenses, tags, photo, and custom fields.
  • View: (Eye Icon) Review a members general information and ACEMAPP history.
  • Requirements: (Book Icon) Manage member requirement dates.
  • Member Documents: (Paper Icon) Manage member documents when this icon turns blue.
  • Manage: (Gear Icon) Take you to member's manage page. View ePortfolio, member's general information and ACEMAPP history, requirements, member documents, manage affiliations and programs, custom fields, member document log, assessments, access faux member view (this is a feature that ACEMAPP must enable), and view expiring items.

Manage Students table example highlighting Action buttons.

Sort Columns

This feature enables you to sort each column in the affiliation table.

Manage Students table example highlighting column sort buttons.

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation or End Dates.

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

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation or End Dates.

Related Articles


Create New Member Account
Create new member accounts for Students, Clinical Faculty, Preceptors, and Observers using the "Add One" feature.
Managing Member Tiered Requirements
Tiered requirements are divided into separate groups for completion and are 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.
Managing Member Requirement Dates
As a school or clinical coordinator, you can enter individual completion and expiration dates for requirements. Bulk uploading requirement dates allows you to enter dates for multiple students at the same time.
The Schedule Report
The Schedule report allows you to view all students schedules all at once, either in a Calendar view or a List view, or even a generated .CSV to allow you to import the data into a spreadsheet program.
Course Assignment
You may assign students and course admins to all required courses for their program at once. Their courses and requirements will not be visible until the course start date.
Managing Expiring Members
If your organization pays for member accounts (i.e., Students), you will receive a notification on your ACEMAPP home screen. This notification will let you know when you have upcoming invoices that contain member accounts that are about to expire.
Assignment Data
The Assignment Data can be entered by bulk uploading it for students. The information added can be used to quickly identify students in ACEMAPP based on Assignment Data.
LMS Report
The LMS Report. This report allows you to see either complete or incomplete assessments by member type and selected assessment.
Tags
It is helpful to group members in ACEMAPP using tags. You can create tags for students by graduating class, cohort, or any other way that may be beneficial. Members can have multiple different tags, as well.
Managing Membership Status
Using the bulk manage feature is easy to change a student member's status in ACEMAPP between Active, Graduated, and On Hold.
Bulk Upload New Members
Bulk uploading members is a quick and efficient way to add new members for management in ACEMAPP.
Managing Member Requirement Documents
ACEMAPP allows members to upload, share, and store documents. As a school or clinical coordinator, if a document is required by your school or clinical site, it will need to be approved. To manage requirement documents uploaded by your members, please follow the steps below.