Directory - Manage Entities

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Directory - Manage Entities

Directory - Manage Entities

The Directory system allows you to create and manage entities specific to your organization. This includes adding general and requirements notes, managing contract dates, site visits, and sharing across multiple campuses, including closing entities or deleting them.

If you would like more information on this feature, please contact ACEMAPP Support.

Adding Directory Entity

Step 1:

Click on the "Directory" tab, then click "Entities".

image shows the directory tab and entity from the drop down

Step 2:

Review the list of Entities to verify that the Entity has not been created. You can also use the search bar to see if it has been created or review the list.

image shows search box

Step 3:

Once you have verified the Entity has not been created, select the "Create New" button.

image shows create new tab

Step 4:

Enter the Entity's information in the appropriate field and click "Save." If you would like to enter additional information for this Entity, including managing contract dates, site visits, and sharing across multiple campuses, see sections below.

image shows new entity information

Additional - Site Visit, Contract Dates, Requirements

To add information about the site visit, the contract information, or additional requirements, select the "Additional" tab in the Navigation panel. Here you can enter the appropriate date (if applicable) and click "Save".

image shows additional tab

Connection - Program

For this Entity to be available to other members, select the appropriate "Program" and select "Save".

image shows connection tab

Share - Include Additional Campuses/Programs

If you would like to have this Entity available for another program or campus, you can add that here.

image shows share tab

Closing an Entity

Step 1:

From the Directory Entity table, click on the "Edit" icon next to the entity you wish to close.

image shows edit icon

image shows closed tab

NOTE: Closing an entity will make that entity no longer available fur use, however, any data attached will continue to be accessible.

Step 3:

Click "Save" to save your status.

image shows save button

Deleting an Entity

Step 1:

From the Directory Entity table, click on the "Edit" icon next to the entity you wish to close.

image shows edit icon

Step 2:

Select the "Deleted" option from the drop-down.

image show delete tab

NOTE: Deleting an entity will make that entity no longer available and any data attached will be LOST .

Step 3:

Click "Save" to save your status.

image shows save button

Attaching a Member to an Entity

Step 1:

From your dashboard, click on "Directory", and then select "Members".

image shows directory tab and members from drop down

Step 2:

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

image shows edit button

Step 3:

While on the Edit screen, click "Share".

image shows share tab

Step 4:

On the Share screen, search for the Entity you wish to add the member to. As well as select the Member Type and the Program the member is associated with. Click "Save", to save your changes.

image shows share fields and save button

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