# ◾ About SP Performance Assessment

:::info
Privileges

Only users with **Observer** privilege can fill out the SP Performance Assessment ([SPPA](/doc/sp-performance-assessment-checklist-p2zEvUDUil)), and only if they are members of the [**Faculty group of the Activity**](/doc/participants-tab-s7Xyhg8PtB).

:::

## What is SP Performance Assessment?

SP Performance Assessment offers a **quantitative approach** to measure the performance of your SPs.

## Why Apply SP Performance Assessment?

* To **compare** SP's performances more **objectively** to each other
* To make sure that learners are training with SPs whose **portrayals are adequately consistent** and realistic
* To identify those SPs who might **need additional training** to better their performance

## How Is SP Performance Assessed?

Only a user granted the **Observer** privilege can conduct an SP Performance Assessment, which consists of **two progressive phases**:


1. **Inter-rater Agreement**

   You can measure the accuracy of an SP's assessment skills with the **Inter-rater Agreement Method**.
   * Here, the user with the **Observer** privilege observes the **SP in action**, portraying a scenario.
   * Meanwhile, the **Observer** fills out the SP checklist of the Case to set up the expected standard of the SP data entry.

     
:::warning
     The **Observer** should complete the SP checklist as if they were portraying the scenario to create a benchmark for the SP data entry.

     Setting the benchmark depends on the learner's performance who is currently featured in the scenario:   
     If a learner does not, e.g., use the correct technique, the Observer should remark it accurately on the SP checklist. From the observed SP's point of view, this will be the correct answer and [**not the answers marked as correct in the Case Content**](/doc/case-content-NaCHuJ1Rn3) editor.

     If the SP still provides positive feedback on the SP checklist despite a learner's poor performance, then the SP will receive a lower score on their [**Inter-rater Agreement**](/doc/3dbb8b56-f9b4-496a-a8a3-8753d5b6d635).

     :::

     After the scenario, **the SP also fills out the SP checklist** on the same learner. The system then checks how SP data entry correlates to the **Observer's** data entry.  

     
:::info
     Conditions for Observer Inter-rater Agreement

     Find out more about how to set up an Inter-rater Agreement [**here**](/doc/3dbb8b56-f9b4-496a-a8a3-8753d5b6d635).

     :::

     
2. **SP Performance Assessment Checklist**

   Apply an **extra data collection method** along with the first one, which consists of evaluating the SP's performance: the **SP Performance Assessment Checklist**.  
   Here, the **Observer** fills out a checklist dedicated to evaluating the performance of the SP.

   
:::info
   Conditions for SP Performance Assessment Checklist

   Find out more on the [**Conditions for the SP Performance Assessment Checklist**](/doc/1151ca43-49e0-4309-99b0-417a049fd7e9) page.

   :::


# Setting Up Data Entry Tools for SPPA  


:::warning
***IMPORTANT:*** Data Entry Tools for SPPA can be set up in **Classic view**, for which the diagonal arrows button at the right end of the header has to be clicked.

:::

Expanding the Data Entry Tools tab in [Classic view](/doc/classic-view-LyPF8Dx15R) displays the **SP Performance Assessment - Live Observation** panel.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0191902f-9b41-4cd0-a04d-5c7ceaa9ec18/137068572.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=bc15853bf0da0b3a93c3ef20bba60ddb1e0a9cd98cb7d8b56abc8fef4b4dab41&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

* Select a running Activity from the drop-down menu, click **Select**,
* then narrow it down using the **Room**, **Activity**, **Case,** and **Learner** drop-downs.  
    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/369adef9-415b-483b-bf0d-9fbfa65890cd/76909804.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=380440576a5898b7ff182f5bca1d7651b9cbf7fc66a37692d77ca179f6fa1ec5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =627x244")  
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b235634e-329f-4bc3-9b6f-9a8eb7fdeaf7/137068573.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=8d3c8e4c750ff8f62419206f2154d660becdc9823e094417825d7d91157b75b5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

  
  
  On the **SP Performance Assessment - Post-Encounter Observations** panel:  
* an Activity has to be selected from the **Activity** drop-down,
* then clicking **Select** will navigate to the **Post-Encounter Observation** page.
* Clicking **Go** next to the encounter intended to be observed will redirect to a page
* where the **video recording** of the encounter can be watched, and the SP and/ or SPPA checklists, if any, can be filled out.  
    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4497b105-79ae-4b19-9e04-23f126e76a9d/137068574.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=8f193561162d5d0f5eb384329231be238cd98aad60a3db0463536789fb703674&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


# Setting Up SP Performance Assessment  


:::warning
***IMPORTANT:*** When making a **post-encounter observation**, the system gives a **randomly generated list of encounters** that should be observed.  
These encounters are selected so that, together with currently existing observations, they will satisfy the [**Observation Requirement**](/doc/sp-performance-assessment-observation-requirements-of-an-activity-mQDAeoH5Ms), which refers to the number of encounters that should be observed.

:::

On the **Preset Reports** tab of the **Reports** module, select the Activity you want to work with. Click the *Activity Reporting Setup* link at the bottom of the tab.  


:::warning
***NOTE:*** The link only appears when an Activity has been selected.

:::

On the **SP Performance Assessment** tab, select the desired preferences from the radio button options and specify the percentage/ number via the drop-down menu:


1. **% from all encounters** - the required number of observations calculated based on all the encounters
2. **% from the encounters of each SP** - the required number of observations calculated based on the number of encounters each SP
3. **encounter(s) per SP per day (event)** - the required number of observations equal to the number of encounters each SP has a day/ event

To determine the threshold for when SPs are marked, enter percentage values in the threshold percentage fields.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d3ca35d0-6d88-4681-a3fa-abe53c2cefa5/76909806.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9e5fc733e9868f7a2bdcb73ec08442c6880ebf1c44c582754bc925cbbce242ff&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =538x195")

# Accessing SP Performance Assessment Report  


:::warning
***IMPORTANT:*** The **SP Performance Assessment Report** is used to evaluate the performance of each SP for each assigned encounter and Case.  
It shows a table listing all the Cases of the Activity with separate lines for each SP who participated in a certain Case.  
Each row shows the main SP-evaluating scores and there are also tools to review the observation for each encounter observed.

:::

The report can be accessed by selecting the desired Activity on the **Preset** **Reports** tab of the **Reports** module, which activates the **SP Performance Assessment** button in the **Test Activity Management** column.


 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/6f306d25-1cfb-4465-867c-1cb26f0c04e1/137068575.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=c7de5121c430c078ff520f26c88b49abc83af37ba912ddecee78c28eeb50740e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
The **SP Performance Assessment** report is only available when the Activity has already been selected.

:::

On the **SP Performance Assessment Report** page, the following scores are displayed:

* [**Inter-rater Agreement**](/doc/inter-rater-agreement-yTGAzJPbpB)**:** The accordance of answers given by the SP and the observer for the same SP checklist is expressed in percentage.
* [**SP Performance Evaluation**](/doc/scoring-the-sp-performance-assessment-part-rVaDaViV58)**:** The result of the SPPA checklist, if any, expressed in percentage.
* [**Total SP Performance Score**](/doc/overall-sp-performance-ReapVUbaNf)**:** The mean of the Inter-rater Agreement and the SP Performance Evaluation results.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d58ccbe6-2e58-499c-b68e-d54faf52fce4/76909808.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=35878b3774fe2e98e97bd57e525a553650fbb9c4a71e991539bb2563a0b6ac97&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

## SP Observation Comparison

When selecting an observation from the **Observations** drop-down, the **SP Observation Comparison** screen appears, where any differences between the SP's and the Observer's answers concerning the selected learner's performance are highlighted in yellow.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/3e437b32-fcb6-4626-9ca1-df47a8027cc6/76909810.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ac6b0049d8e3762d0524357b6e24e55837066f1009f0ff52c1ef770c6f18bcbd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4cbf5727-7aa2-4c3d-b26a-9e679effa4d8/76909809.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=37053c3a9008098fd7bb815f3614ff1787fbb8f3fb59e8a17ff78fed7ca209c6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::tip
For further information, see the [Case Manager](/doc/case-manager-QdAIr4bLwJ) pages and the [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)