Directory: Manage Entities

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Directory: Manage Entities
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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 or deleting entities.

If you would like more information on this feature, please get in touch with ACEMAPP Support.

Adding Directory Entity

Step 1:

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

Directory Entity

Step 2:

Review the list of Entities to verify that the Entity has not been created. You can 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.

CreateNewEntity

Step 4:

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

image shows new entity information

Additional - Site Visit, Contract Dates, Primary Contact, Contact Info, Requirements

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

image shows additional tab

Step 5: Connection - Program

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

image shows connection tab

Closing an Entity

Step 1:

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

Pencil Icon

Step 2:

In the Status box, change the status to Closed.

edit entity form highlighting Status selection of Closed
*NOTE: Closing an entity will make that entity no longer available for further selection. However, any reporting or data already attached will continue to be accessible. Deleting an entity will make that entity no longer available, and any data attached will be LOST *

Attaching a Member to an Entity

Step 1:

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

image shows directory tab and members from drop down

Step 2:

Find the member you want to work with, and 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. 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

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

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

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

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

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

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

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

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

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

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