Article: Directory: Manage Members

Adding Directory Member

Step 1:

From your home screen, click on the "Directory tab, and from the drop-down, select "Members".

User home page example highlighting Directory button and Members button from drop-down.

Step 2:

Verify if the name already exists. You can use the "Search" bar to confirm.
You may need to toggle between the Member Types.

Directory Members table highlighting Search field.

Step 3:

Once you have verified the name has not been added, you can select the "Create New" button.

Directory Members table highlighting Create New button.

Step 4:

Enter the member's information, then select "Save".

While entering the member's information, a panel will show to the right of Possible Matches. This is to assist with avoiding adding duplicate names

New member form example highlighting First and Last name fields and Save button.

Moving Directory Member to Inactive

Inactive members will not be able to be assigned to rotations or selected for Case and Time Logs by students.

Step 1:

Find the member in the table and click the "Edit" button in the Action column.

Directory Members table highlighting Edit button.

Step 2:

Change the member's status from "Active" to "Inactive".

Edit member general form example highlighting status selector.

Step 3:

Click "Save" to confirm and save the change. Edit member form example highlighting Save button.

Attaching Directory Member to an Entity

Step 1:

Click on "Directory"from your dashboard, then select "Members".

User nav-bar example highlighting Directory button and Members button from drop-down.

Step 2:

Find the member you want to work with and click on the "Edit" icon.

Directory Members table highlighting Edit button.

Step 3:

While on the Edit screen, click "Share".

Navigation example from Edit member page highlighting Share button.

Step 4:

On the Share screen, search for the Entity for which you wish to add the member. Select the Member Type and the Program associated with the member. Click "Save"to save your changes.

Edit members form example highlighting Entity, Type, and Program selectors and Save button.

A rotation is a scheduled clinical experience.

An Entity is a School, Clinical Site, High School, Company, etc.

Directory: Manage Entities

The Directory system allows school and clinical site coordinators to create and manage partner entities that do not use ACEMAPP. This guide will walk you through adding and closing Directory Entities.

Directory Entities Document Upload

The Directory system allows you to create and manage non-ACEMAPP entities specific to your organization. Once you add a Directory Entity, you are able to upload documents specific to that entity. Once you add a Directory Entity and connect a Member to the Entity, you are able to upload documents specific to the member and entity connection.

Directory Member Document Upload

The Directory system allows you to create and manage Member's specific to your organization. Once you add a Directory Member, you are able to upload documents specific to that member.

Directory System Reporting

The Directory System allows you to export information and run last used reports.

Article: Directory: Manage Members

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