# Additional Settings for SPs

When creating an SP user, three additional tabs are added to the left side of the **New/ Edit User** window.

## Personal Details

In **Personal Details**, the basic information of the SP can be registered. It is also possible to add custom fields for further personal details.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/5e3c9d76-d35d-4bfc-a9e1-c1399844afcf/103219657.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=ac706979f69850f75e92ba48ba4ba0e2cdabb7327d656108a5758b94885edf3b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =685x639")



:::warning
Always include **units of measurement** for height and weight values.   
(info) Accepted units of measurements (metric and imperial): ***' " feet, foot, ft, inch, in, cm, m, lbs, kg***  
Learn more about filtering this data in the [**Standardized Patient Administration**](/doc/standardized-patient-administration-spa-module-Ct144bz7D3) module: [How to Filter by Case Requirements](/doc/how-to-filter-by-case-requirements-WCWY4eREdV).

:::

### Custom Fields

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

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/cd7cde45-e29e-42a0-9444-79e8cbeec340/custom%20fields_edit%20user.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=f7fed34e9cea6e07de6aa3026e2190de2d6b0492c9a3d7c40acc23d34aa0dac2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x636")


:::warning
**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**.

:::


:::tip

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/9360985d-676a-4673-9290-84d8823a2b0f/buc%20download_sp%20group.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=df0039fc3f96ff0b5cc7d3a383b1667ce88074fa57dd7dbea229fac267883f82&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject "right-50 =286x185")The exported [Batch User Create](https://kb.learningspace.elevatehealth.net/doc/batch-user-create-KqZQGjRkyv#h-b-download-data-of-an-existing-group) (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.



 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7eab7d04-e968-4eeb-8e33-acf6b3ff5457/excel_custom%20fields.jpg?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=ac3abd69fa3ad47a61c8636ffacbcd28f06f9180d778504559c2f9843270586d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =2725x658")


***NOTE:*** **Updating** custom fields and their values through [**Batch user** **upload**](https://kb.learningspace.elevatehealth.net/s/ae6670cf-7680-4308-9378-7bad117623ac) **is __not__ available**

:::

## Physical & Medical History

* **Physical & Medical History** is used to record 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.


 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/be0d1d3e-279b-47c6-af93-fb8d43388aaf/138215431.gif?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=9e0b7fc630d68d1e3af9c24b454bc3cc7fef882b25c5d78dcfcd5ac25c7bbc28&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



#

---

**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)