Directory: Manage Members

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Directory: Manage Members
Member Types:

The Directory system allows you to create and manage accounts specific to your organization. This includes adding programs, sharing across multiple facilities or schools, managing schedules, and providing preceptor details and license information. This also provides your students and faculty to view this directory list. This list is specific to your organization only.

Directory - Add Members

Step 1:

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

Directory Tab Members

Step 2:

Verify if the name already exists. You can use the "Search" bar to confirm.

SearchName

NOTE: You may need to toggle between the Member Types.

Step 3:

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

CreateNew

Step 4:

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

Addinfo

NOTE: 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.

To Change 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. image shows where Edit button is located

Step 2:

Change the member's status from "Active" to "Inactive". image were to change the status of a member from Active to Inactive

Step 3:

Click "Save" to confirm and save the change. image Save button highlighted with an arrow pointing to it

A rotation is a scheduled clinical experience.

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