Managing Member Requirement Dates

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Managing Member Requirement Dates
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Managing Member Requirement Dates

As a school or clinical coordinator, you can enter the requirements' completion and expiration dates. Bulk uploading requirement dates allows you to enter dates for multiple students simultaneously.

Manage requirements with dates Script

Manage Requirement Dates

Step 1:

From your home screen, click "Members" and under "Affiliation," select the member type you would like to manage requirement dates for.

Image shows members drop-down with arrow pointing to "Student" under "Affiliation."

NOTE: Viewing members by "Affiliation" only shows members directly affiliated with your managing entity.

Step 2:

Locate the member in your list and click the "Requirement" icon in the "Actions" column.

Image shows Manage Students (Affiliated) table with an arrow pointing to the requirements button.

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 the "Members" tab and select the desired member type under "Rotation."

Step 3:

If applicable, locate the correct requirement name and enter the "Completion" and "Expiration" dates.

Image shows completion and expiration date fields.

NOTE: The completion date is when the service was completed.

Step 4:

Enter any notes or comments necessary for the requirement. Then, click the green "Save" button.

Image shows the "Requirement Notes" section and the "Save" button.

Bulk Manage Requirement Dates

NOTE: Bulk management of requirement dates is only possible for requirements set up for the entity you are managing.

Step 1:

From your home screen, click "Members" and select the member type in the "Affiliation" column.

Image shows "Members" dropdown with an arrow pointing to "Student" under "Affiliation."

Step 2:

Next, locate the student(s) you need to enter for the requirement dates. Once you find the student(s), check the box next to their name.

Image shows check box next to student name in "Manage Students (Affiliated)" table.

Step 3:

Once all students are selected, click the "Select" tab. Then, click "Export Selected" from the dropdown.

Image shows "Select" dropdown and "Export Selected" button.

Step 4:

Click the "Download CSV" button.

Image shows "Download CSV" button.

Step 5:

Once the CSV file has been downloaded, open the file and complete the appropriate columns.

For the requirement(s) you want to clear, enter the completion date (XX/XX/XXXX). Be sure to enter the expiration date if it applies to the requirement.

Once all fields have been updated, click "File" and then "Save As." Be sure your file remains in CSV format.

NOTE: Do not make any changes to Row 1 or Column A. Row 1 will provide the requirement name. You may click on this row to see the requirement for that column.

Step 6:

Once your CSV file has been updated and saved, go back into ACEMAPP. From your "Manage Students (Affiliated)" table, click the "Create" tab and "Bulk Upload."

Image shows the "Create" button dropdown and the "Bulk Upload" button.

Step 7:

Go to Step 2 and click on "Start Upload Process."

Image shows "Start Upload Process" button.

Step 8:

Select the program you are uploading member requirement dates for, then click "Browse" to choose your completed file. Once the CSV file has been uploaded, click "Submit."

Image shows "Select A Program," "Browse," and "Submit" buttons.

Step 9:

Information from the CSV file will be available for you to review. Please review and edit the information as needed, ensuring there are no errors.

Any fields that are highlighted in red will need to be updated. Make sure that completion dates are today's date or in the past. Make sure expiration dates are in the future. Once all fields are highlighted green, click "Submit."

You can click "Start Over" to return to the original information before uploading it. Any changes you made before clicking on the "Start Over" button will be lost.

You will receive a confirmation window to verify that your changes have been completed.

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation Dates

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation Dates

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation Dates

Related Articles

Managing Member Requirement Documents
ACEMAPP allows members to upload, share and store documents. As a school or clinical coordinator, if a document is required by your school or clinical site, it will need to be approved. If needed, you have the option to upload documents on behalf of students or faculty. To approve or deny requirements with documents, follow the steps outlined in this article.
Managing Member Tiered Requirements
Tiered requirements are divided into separate groups for completion used to manage requirements belonging to a series. Please review the description in the tiered requirement to ensure member documents or completion dates are uploaded/entered into the appropriate group to meet compliance. The student must select only one group to upload/enter completion dates according to how they meet compliance. Students will not show compliance if they upload or have completion dates entered within multiple groups for a tiered requirement.