Article: Incomplete Member Report content
The Incomplete Member Report allows you to track members (i.e., Students, Faculty, etc.) who have not completed all requirements for a specific program. This report can be filtered by rotation or affiliation, allowing you to view members' compliance status with their program's requirements.
Step 1: Access the Reporting Dashboard
Click the "Reporting" tab from your homepage to open the Reporting Dashboard.
Step 2: Run the Incomplete Member Report
On the "Reporting Dashboard," click "Run Report" under "Incomplete Member".
Step 3: Choose Your View – By Rotation or By Affiliation
The Incomplete Member Report can be viewed in two ways:
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View by Affiliation: Displays all members directly affiliated with your organization, showing the requirements for the selected program.
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View by Rotation: Displays members assigned to Active or Pending rotations for the selected program, along with any outstanding requirements.
You can toggle between "View by Rotation" and "View by Affiliation" using the buttons on the right.
Step 4: Select Member Type and Program
Select a "Member Type" and a "Program."
Step 5: Toggle Completion and Expiration Dates
You also have the option to display completion and expiration dates for requirements that have already been completed.
Step 6:Apply Filters When Viewing by Rotation
When viewing by rotation, optional filters are available to narrow the report results. Filter by a specific rotation by selecting the rotation from the "Rotation" drop-down. Other optional filters include experience, unit, partnership, start date, end date, and rotation status.
Click "Submit" to view the report.
Exporting the Report
To download the report in CSV format, click the "Generate CSV" button. Once the CSV file is ready, a pop-up window will appear, prompting you to download it.
Emailing Members from the Incomplete Member Report
You can email members directly from the Incomplete Member Report by following these steps:
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Select Members: Check the box next to the names of the members you wish to email.
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Email the Selected Members: Click the "Email Selected" button to compose and send an email to the selected members.
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Email All Selected Members: Alternatively, you can use the "Email All Selected" button on the left to email multiple members at once.
Follow the on-screen prompts to compose and send your email.
An Affiliation is a connection between a Member and an Entity.
Affiliations define Member Types and often include Graduation or End Dates.
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.
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.
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.
A rotation is a scheduled clinical experience.
An Affiliation is a connection between a Member and an Entity.
Affiliations define Member Types and often include Graduation or End Dates.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
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 rotation is a scheduled clinical experience.
