Article: Tips & Tricks: Managing Member Compliance (For Administrators)

This tips & tricks video will help our admin members navigate the system and manage member compliance. Watch the video or follow the steps below to learn these key techniques.

IMPORTANT: Please see our Related Help Desk Guide for further guidance at the bottom of this article for additional details.

Managing Members by Affiliation

Members Tab

• To access your Manage Students (Affiliated) table from your home screen, click the "Members" tab, then "Student" in the affiliation column.

• The Manage Students (Affiliated) table displays essential details of your student's account, including profile information, last login date, and email address. Affiliated students are those directly connected students to your entity.

• If your entity has requirements set up, this table will show you their completion status.

  • NOTE: To quickly locate a member, use the search field.

Compliance Column

• The Compliance column indicates if your student is pre-compliant, meaning the student has completed your school's requirements.

• If there is a red x, your student must complete all your school requirements.

• Hover over the red x to view a list of incomplete items.

Requirements Button

• Under the Actions column, click the "Requirements" button (book icon) to view and manage student requirements and documents, including requirement completion and expiration dates.

• The "Requirements" button will be blue if the member has a pending document.

  • 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 "View By Rotation" in the upper right-hand corner of the table.

Managing Members by Rotation

Members Tab

• To access the Manage Students (by Rotation) table from your home screen, click the "Members" tab, then click "Students" in the rotation column.

• The Manage Students (by Rotation) table displays your students' compliance status based on their requirements. Any students assigned to a rotation will be listed in this table, separated by rotation status.

  • NOTE: To quickly locate a member, use the search field.

Manage Students Table

NOTE: The table is already presorted by rotation status, such as Pending, Approved, Completed, etc.

• The Manage Students (by Rotation) table separates the student's compliance by category. "Pre-" items are your school's requirements.

• The clinical site assigns "Post-" items. Hover over any "post" icons to view a list of incomplete or expiring items.

• If there is a red x, your student must complete all school requirements. Hover over the red x to view a list of incomplete items.

• "In Progress" means that the student has not completed all pre-compliance items.

Requirements Button

• Under the Actions column, use the "Requirements" button (book icon) to manage member documents and requirement dates.

• The "Requirements" button will be blue if the member has a pending document.

Reports

ACEMAPP also offers a wide range of reports to view and manage compliance. Please see the reports listed below and access our Help Desk guides to learn more:

• Rotation Member Compliance Report
• Rotation Compliance Report
• Incomplete Member Report
• Document Status