Article: Assure Admin User Guide

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Assure Admin User Guide
Member Types:

Assure Admins are school users whose organization is using ACEMAPP Assure for document management. Our Assure Admin User guide provides comprehensive coverage of all you need to swiftly start using Assure, including creating member accounts, assigning Assure packages, checking compliance, and, when necessary, initiating ACEMAPP collaboration.

Below are general steps for getting started for school users with an Assure membership, but please consult with your school for specific processes. Help desk guides are linked for reference, providing step-by-step instructions with screenshots.


ACEMAPP Account Access:

Step 1: Email Verification and Login

After creating your account, we'll send a verification email to the email address linked with your ACEMAPP account. You'll need to verify your email before logging in. Use the Resend Verification button on the acemapp.org login page.

After email verification, expect a message from ACEMAPP containing a link to set your password. If the Password Email isn't found, visit acemapp.org, click "Login", enter your email, and select Forgot Password to set it.

Step 2: Consent and Profile Completion

After logging in, you must agree to the FERPA consent, Honesty Pledge, and Terms and Conditions. As an admin, you only need to fill out the General tab in your Profile before accessing your School User homepage.

Step 3: ACEMAPP Navigation

Easily navigate ACEMAPP by creating shortcuts, setting your home page as default, and using bookmarks and breadcrumbs effectively.


Getting Started with ACEMAPP Assure:

Step 1: Create Assure Members and Assign Requirement Package

Multiple methods are available to create Assure members and assign them to their requirement package. To determine the most appropriate process for your organization, please review the help desk guide below.

An Assure package consists of a set of requirements assigned to an Assure member. Schools establish these requirements and the approval criteria for uploaded documents during the Assure setup process. Once documents are uploaded to meet these requirements, they are reviewed and managed by the ACEMAPP Assure staff.

Step 2: Monitor Compliance

As your Assure members upload documents to their Assure requirements, ACEMAPP Assure staff will manage them. School users can view Assure requirement documents and their status. Please see our help desk guide for instructions.

Step 3: Assure Reporting

Be sure to choose Reporting by "Rotation" and the "Assure Member" type where applicable or "Assure Package" for the (rotation) experience type.


Getting Started with ACEMAPP Collaboration:

Step 1: Request Partnerships

Before creating a rotation request, you must partner with the clinical site for your program. Once you've made the request, the clinical site will review When approved, the partnership will be listed under active partners in the partnership directory..

Step 2: Create Member Accounts

First, create students' and faculty's accounts in ACEMAPP to assign them to rotations and manage their compliance. Once you create their accounts, they are prompted to verify their email, log in, and complete their profiles and requirements.

Step 3: Create Rotations

You must create a rotation in ACEMAPP for your clinical partner to review your rotation request. The rotation request should include details like the requested unit, start and end dates, and the number of student slots.

Step 4: Assign Members to Rotations

Students can access clinical site requirements only after being assigned to the rotation. When you assign a student to a rotation, they receive notification of the rotation details and are prompted to check their account for clinical requirements.

Step 5: Review Clinical Requirements

Many clinical sites expect you to review and approve your students' and faculty's documents in ACEMAPP. You can confirm this responsibility in the comment section of the rotation request if necessary. When students upload documents, the requirement stays incomplete until it's approved.

Step 6: Monitor Overall Compliance

Compliance impacts when the rotation roster is sent to clinical sites. The roster shows rotation details, member compliance records, and profiles.

The completion of all required items in ACEMAPP.

The 365-day access period for any billable member type.

The Profile allows you to enter and edit personal information in ACEMAPP.

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

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

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

The completion of all required items in ACEMAPP.

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

A rotation is a scheduled clinical experience.

The connection between Entities in ACEMAPP.

An active Partnership between two entities is needed to create a rotation in ACEMAPP.

The connection between Entities in ACEMAPP.

An active Partnership between two entities is needed to create a rotation in ACEMAPP.

A rotation is a scheduled clinical experience.

The completion of all required items in ACEMAPP.

The Profile allows you to enter and edit personal information in ACEMAPP.

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

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

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

A rotation is a scheduled clinical experience.

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

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

A rotation is a scheduled clinical experience.

The completion of all required items in ACEMAPP.

The completion of all required items in ACEMAPP.

The Profile allows you to enter and edit personal information in ACEMAPP.

The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.

A rotation is a scheduled clinical experience.

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Email Verification
You will not be able to access your account without verifying your email. We will send a verification email to each email address on your account. Please check your email inbox, including spam folders, and click the link provided within the email to complete the verification process. Verification emails are valid for seven days, after which they will expire.
Tips & Tricks: ACEMAPP Automated Emails
In this video, we cover some of the important emails that are sent automatically by ACEMAPP. The information we cover applies to all ACEMAPP administrators.
Create A Rotation
Please follow these steps to create a rotation request with one of your partnered entities in ACEMAPP.
Create Multiple Rotations in Bulk
Create multiple rotations at one time using the same Partner, Experience Type, and Program
Assign Member(s) to Rotation
When you assign a member to a rotation, they receive notification of the rotation details and are prompted to check their account for clinical requirements. Students or Faculty can access clinical site requirements only after being assigned to the rotation.
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. To manage requirement documents uploaded by your members, please follow the steps below.
Uploading Requirement Documents for Members
ACEMAPP allows members to upload, share, and store requirement documents. Please follow the steps below to upload requirement documents on behalf of students or faculty.
Managing Member Tiered Requirements
Tiered requirements are divided into separate groups for completion and are 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.
Managing Member Requirement Dates
As a school or clinical coordinator, you can enter individual completion and expiration dates for requirements. Bulk uploading requirement dates allows you to enter dates for multiple students at the same time.
Checking Member Compliance with School and Site Requirements
This tutorial will cover how to check member compliance in ACEMAPP. If you have any questions, please contact us. 
Roster (Profile Completion Report) Sent
Rosters track members (students, faculty, etc.) that will be at each clinical site. The rotation roster gives the clinical site access to view the rotation information, member compliance records, and member profile data. The Rotation Roster Set email includes a link to download the Profile Completion Report.
Bulk Upload New Members
Bulk uploading members is a quick and efficient way to add new members for management in ACEMAPP.
Create New Member Account
Create new member accounts for Students, Clinical Faculty, Preceptors, and Observers using the "Add One" feature.
Partnerships: Document Manager
ACEMAPP allows you to house affiliation agreements and other documents that may pertain to your partnerships, such as liability insurance records and policy documents.
Log in to ACEMAPP
How to log in to your ACEMAPP account.
Completing Your Profile
Completing your profile is an essential step to meet clinical rotation compliance. This guide from the help desk offers instructions for filling out each section of your profile.
Tips & Tricks: Navigation
This tips & tricks video is intended to help our members navigate ACEMAPP. Watch the video above or follow the steps outlined to learn these key techniques.
Navigating Between Dashboard and Member Home Pages
Access your dashboard for easy navigation between your member home pages. Set a default home page to be directed to that page upon login.
Create Assure Members and Assign Packages
ACEMAPP Assure offers professional document review services to its members. This help desk guide provides instructions for Assure School Users on how to create Assure member accounts and assign Assure packages.
Assure Requirement Packages
An Assure package is a set of requirements assigned to an Assure member. The Assure requirements included in a package and the approval criteria for documents uploaded to Assure requirements
View Assure Member Documents
ACEMAPP Assure offers professional document review services to its members. When you add ACEMAPP Assure to your organization's subscription, you'll create a one-stop shop for your students and/or faculty to manage academic and clinical requirements. Follow this guide to view Assure Member documents.
Checking Assure Member Requirement Compliance
ACEMAPP assure is a professional document review service with personalized service and support. This help desk guide provides instructions on how to review Assure member requirement compliance.
Search and Request Partnerships
The partnership directory is where schools and clinical sites manage their partnerships in ACEMAPP. Use the partnership directory to request new partnerships and manage partnership documents. Schools must have an active partnership with the clinical site to request a rotation.
Partnership Directory: Contact Coordinators
The partnership directory "Contacts" page displays contact information for coordinators with other organizations.
Assure Reporting
Please see the selected ACEMAPP reports that will pull Assure requirement data. Be sure to choose Reporting by "Rotation" and the "Assure Member" type where applicable or "Assure Package" for the (rotation) experience type.