Directory: Manage Members

Directory - Add Members

Step 1:

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

image shows directory tab

Step 2:

Verify if the Member's account has been added. Once on the appropriate Member Type, you can review the list or use the "Search" bar to see if the Member has been added.

image shows search field

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

Step 3:

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

image shows create new tab

Step 4:

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

image shows fields to create a new member

NOTE: While entering the member's information, a panel will show to the right of Possible Matches. These matches look across all entities which you are affiliated with.

To Select the Possible Match

Step 1:

Click on the link to be taken to that entity Edit Member screen.
To use this member click the "Share" button in the Navigation panel.
Select a "Directory Entity" that you would like to associate this member with.
- If you cannot find the Entity you wish to associate the member with, you will need to add a new Directory Entity with this current entity and the entity where you originally wanted to add the member if you have not already done so. See our Help Desk article: Directory - Add Entities on how to add a Directory Entity.
Skip to Step 3

Step 2:

Next, select the "Connection" tab. Here, you can select the type of member and the program and select Save.

image shows connection tab under navigation

Step 3:

If you would like to share this Member across multiple campuses or programs, select the "Share" tab.

image shows share tab

Step 4:

If you would like your students to view these members, then you can navigate to the Preceptor tab and update the Public Profile toggle to "Yes", and select "Save".

image shows preceptor tab

NOTE: If you would like to add additional information for the Preceptor, you can provide additional preceptor information, their schedule, and their license information.

If you have any questions in regards to completing these fields, please get in touch with ACEMAPP Support.

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

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.

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 Features

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

Directory Adding Entities & Entity Documents

Directory: Adding Entities & Entity Documents Welcome to the introductory tutorial to ACEMAPP’s directory system. In this tutorial, we will look at adding entities and uploading entity documents.

Directory: Manage Members

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