Additional Settings for SPs

When you create an SP user, three additional tabs appear on the left side of the New/Edit User window.

Personal Details

In Personal Details, you can register the SP's basic information. You can also add custom fields for additional personal details.



Always include units of measurement for height and weight values. 
(info) Accepted units of measurement (metric and imperial): ' " feet, foot, ft, inch, in, cm, m, lbs, kg
Learn more about filtering this data in the Standardized Patient Administration module: How to Filter by Case Requirements.

Custom Fields

Additional fields can be added under ‘Custom Fields’ for further identification of the SPs (e.g., Mother’s Maiden Name, etc.):


Warning

A new Custom field added to an SP user will appear at every other SP profile in Personal Details.
If a custom field is deleted at an SP, it and its contents will be removed from all other SP profiles and cannot be restored.


The exported Batch User Create (BUC) Excel files display the content of the Custom fields, allowing users to search/filter SPs based on the values of the Custom fields. The associated values are displayed in one cell, separated by a comma, for each SP.





NOTE: Updating custom fields and their values through Batch user upload is not available

Physical & Medical History

  • Physical & Medical History records the SP user's medical history and conditions.

Activity

  • Activity logs the latest SP data entry instances and sorts them by cases and activities.
    Any other action performed by the SP can also be registered manually. The red minus sign can also be used to delete logs.