Article: Assure Admin User Guide

Getting Started with ACEMAPP Assure:

Step 1: Create Assure Members and Assign Requirement Package

There are multiple ways to create Assure members and assign them to a requirement package. To determine the best method for your organization, refer to the help desk guide below:

Create Assure Members and Assign Requirement Packages

An Assure package is a predefined set of requirements tied to an Assure member. The school configures this requirement package during the initial setup process, including required documents and approval criteria. Once members begin uploading documents, the ACEMAPP Assure team will review and manage these submissions for compliance.

Assure Requirement Packages

Step 2: Monitor Assure Member Compliance

As members submit documentation to fulfill their Assure requirements, the ACEMAPP Assure team reviews and updates their compliance status. School users can track this progress and access uploaded documents through their dashboard.

Step 3: Generate Assure Reports

Use ACEMAPP’s reporting tools to monitor compliance and activity for Assure members. When generating reports, be sure to:

Select the "Rotation" reporting type
Choose "Assure Member" as the member type
Or filter by "Assure Package" for experience-based reporting
Assure Reporting

Getting Started with ACEMAPP Collaboration:

Step 1: Request Partnerships

Watch our video on the process: ACEMAPP Tips & Tricks: Requesting Partnerships

Before creating rotation requests, you must first request a partnership with the clinical site. Once the site reviews and approves your request, the partnership will appear in your Active Partnership Directory. This active partnership allows you to manage rotations and track agreements with the clinical site.

Search for New Partners and Request Partnership

Step 2: Create Member Accounts

Watch our video on the process: ACEMAPP Tips & Tricks: Creating Member Accounts

To assign students and faculty to rotations, you must first create their accounts in ACEMAPP. Once their accounts are set up, they’ll be prompted to verify their email and complete their profiles. Managing accounts is made easy with bulk upload options and automated email reminders, ensuring your members are up-to-date with their requirements.

Step 3: Create Rotations

Watch our video on the process: ACEMAPP Tips & Tricks: Creating Rotations

Creating rotations is essential for managing clinical placements. You’ll need to submit a rotation request with details such as unit, start/end dates, and student slots. This step is crucial for getting clinical site approval and ensuring the proper placement of your students.

Step 4: Assign Members to Rotations

Watch our video on the process: ACEMAPP Tips & Tricks: Assign Members to Rotations

After creating rotations, be sure to assign students enough time to meet compliance requirements before the rotation begins. Students won’t see clinical site requirements in ACEMAPP until they’re assigned to a rotation. Early assignment allows time for notifications, account review, and completion of any required documents—helping ensure students are fully prepared by the start date.

Assign Students and other Members to Rotations

Step 5: Review Member Requirements

Watch our video on the process: ACEMAPP Tips & Tricks: Review Member Requirements

Clinical sites often require that you review and approve documents submitted by students and faculty in ACEMAPP. You'll manage document approvals and ensure that all necessary requirements are met before the rotation begins. This is essential for ensuring compliance and avoiding any delays.

Step 6: Monitor Member Compliance

Watch our video on the process: ACEMAPP Tips & Tricks: Managing Compliance

Compliance tracking is key to ensuring smooth rotation processes. You can easily monitor student and faculty compliance, making sure all necessary documentation is complete before the rotation starts. This proactive approach ensures that you meet clinical site deadlines and that your roster is accurate.

The completion of all required items in ACEMAPP.

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

The completion of all required items in ACEMAPP.

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

The completion of all required items in ACEMAPP.

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

The completion of all required items in ACEMAPP.

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

The completion of all required items in ACEMAPP.

A rotation is a scheduled clinical experience.

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.

A rotation is a scheduled clinical experience.

The Profile allows you to enter and edit personal information in ACEMAPP.

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

A rotation is a scheduled clinical experience.

The completion of all required items in ACEMAPP.

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

A rotation is a scheduled clinical experience.

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

The completion of all required items in ACEMAPP.

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

A rotation is a scheduled clinical experience.

The completion of all required items in ACEMAPP.

The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.

A rotation is a scheduled clinical experience.

Email Verification

To access your ACEMAPP account, you must verify your email address. A verification email will be sent to each email address associated with your account. Be sure to check both your inbox and spam/junk folders for the email. Click the link provided in the email to complete the verification process. Please note, the verification link is valid for seven days and will expire after that period.

Tips & Tricks: ACEMAPP Automated Emails

In this video, we cover some of the important emails that are sent automatically by ACEMAPP. The information we cover applies to all ACEMAPP administrators.

Create A Rotation

Please follow these steps to create a rotation request with one of your partnered entities in ACEMAPP.

Create Multiple Rotations in Bulk

Create multiple rotations at one time using the same Partner, Experience Type, and Program

Assign Member(s) to Rotation

When you assign a member to a rotation, they receive notification of the rotation details and are prompted to check their account for clinical requirements. Students or Faculty can access clinical site requirements only after being assigned to the rotation.

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.

Upload Requirement Documents for Members

ACEMAPP allows members to upload, share, and store requirement documents. Please follow the steps below to upload requirement documents on behalf of students or faculty.

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.

Check Member Compliance with School and Site Requirements

This guide will walk you through the process of checking member compliance with both school and clinical site requirements in ACEMAPP. If you have any questions or need assistance, feel free to reach out to us!

Roster (Profile Completion Report) Sent

Rosters track members (students, faculty, etc.) that will be at each clinical site. The rotation roster gives the clinical site access to view the rotation information, member compliance records, and member profile data. The Rotation Roster Set email includes a link to download the Profile Completion Report.

Bulk Upload New Members

Bulk uploading members is a quick and efficient way to add new members for management in ACEMAPP.

Create or Affiliate Member Accounts

School coordinators must create, or affiliate member accounts in order to manage them in ACEMPP. To do this, you must follow the process to create an account for each member. A "member" refers to non-admin users, such as students, faculty, preceptors, and observers. This guide will show you how to create a student account, but the steps are the same for creating accounts for any member.

Partnerships: Document Manager

ACEMAPP allows you to house affiliation agreements and other documents that may pertain to your partnerships, such as liability insurance records and policy documents.

This Help Desk guide will walk you through the steps to verify your email, log in to your ACEMAPP account, and use the "Forgot Password" option if needed.

Complete Your Profile

Completing your profile is an essential step to meet clinical rotation compliance. This guide from the help desk offers instructions for filling out each section of your profile.

Tips & Tricks: Navigation

This tips & tricks video is intended to help our members navigate ACEMAPP. Watch the video above or follow the steps outlined to learn these key techniques.

Navigate Between Dashboard and Member Home Pages

Access your dashboard for easy navigation between your member home pages. Set a default home page to be directed to that page upon login.

Create Assure Members and Assign Packages

ACEMAPP Assure offers professional document review services to its members. This help desk guide provides instructions for Assure School Users on how to create Assure member accounts and assign Assure packages.

Assure Requirement Packages

An Assure package is a set of requirements assigned to an Assure member. The Assure requirements included in a package and the approval criteria for documents uploaded to Assure requirements

View Assure Member Documents

ACEMAPP Assure offers professional document review services to its members. When you add ACEMAPP Assure to your organization's subscription, you'll create a one-stop shop for your students and/or faculty to manage academic and clinical requirements. Follow this guide to view Assure Member documents.

Check Assure Member Requirement Compliance

ACEMAPP assure is a professional document review service with personalized service and support. This help desk guide provides instructions on how to review Assure member requirement compliance.

Search and Request Partnerships

The partnership directory is where schools and clinical sites manage their partnerships in ACEMAPP. Use the partnership directory to request new partnerships and manage partnership documents. Schools must have an active partnership with the clinical site to request a rotation.

Partnership Directory: Contact Coordinators

The partnership directory "Contacts" page displays contact information for coordinators with other organizations.

Assure Reporting

Please see the selected ACEMAPP reports that will pull Assure requirement data. Be sure to choose Reporting by "Rotation" and the "Assure Member" type where applicable or "Assure Package" for the (rotation) experience type.

Article: Assure Admin User Guide

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