Tips & Tricks: Managing Member Compliance (For Administrators)

In the video above, we cover tips and tricks for navigating the system and managing member compliance. The tips we cover apply to all ACEMAPP administrators.

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.

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 still needs to 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

The tables are already presorted by rotation status, such as Pending, Approved, Completed, etc.

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 the compliance status of your students based on their requirements. Any students assigned to a rotation will be listed in this table, separated by rotation status.

To quickly locate a member, use the search field.

Manage Students Table

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 of the "post" icons to view a list of incomplete or expiring items.

If there is a red x, your student still needs to 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

Use the "Requirements" buttons to manage member documents and requirement dates under the Actions Column. 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

Questions?

We hope these quick navigation tips and tricks will help you when using ACEMAPP. If you need further assistance, please contact ACEMAPP support at support@acemapp.org or 844-223-4292.


See tips and tricks for students here.