# ◾ Conditions for the SP Performance Assessment Checklist

# Setting Up the SP Performance Assessment Checklist

The **SP Performance Assessment** method consists of **evaluating the performance** **of the SP**. It can be applied as a complementary method for the [**Inter-rater Agreement**](/doc/3dbb8b56-f9b4-496a-a8a3-8753d5b6d635) measurement.


:::warning
**Important**

The **SP Performance Assessment Checklist** __cannot be applied on its own.__ The [**Inter-rater Agreement**](/doc/3dbb8b56-f9b4-496a-a8a3-8753d5b6d635) method has to be set up **beforehand** every time.

:::

## General Conditions


* Grant the **Observer** privilege to a preferred **Activity faculty group** user.
* Make sure the Case that the observed SP is involved in has an [**SP Checklist**](/doc/sp-checklist-a4oN6AGbnf)  
  **and**
* An [**SP Performance Assessment (SPPA) checklist**](/doc/sp-performance-assessment-checklist-p2zEvUDUil)**.**
* Check each section of the [**SP checklist**](/doc/sp-checklist-a4oN6AGbnf) and make sure that the **Observed** checkbox is selected at the top of each section.


 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/6f0242ad-e203-4d1f-a984-7fa5bed98252/76909818.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=2d9e18245f23807e3e8c9f180782f29238cf94935a46ff55d0ae885d6e846722&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

## Conditions for Live Observation



1. Meet the *General Conditions* of the setup.
2. Add the Activity, Case, learner, and SP to a room in Recording. An Activity and Case can be added either manually, with [**RNSA setup**](/doc/rnsa-how-to-reserve-a-room-without-scheduling-BkpJkdhEpm), or by a [**scheduled event**](/doc/d926db8b-bdec-4116-8943-9aa1dfa12464).
3. Have one of your video control users or automatic recording controls ([**user-action triggered**](/doc/d7d1166c-4306-4ed9-9529-11e518e49972) or [**timeslot structure**](/doc/5e4d120e-93ac-4423-8cdf-8ca033131d56) video control) launch the recording in the room.
4. Make sure that the observed SP fills out and submits the SP checklist for the learner featured in the video recording, who is portrayed as Case.



:::warning
**Important Note for Enterprise Lite Users**

This feature is for use with in-campus audiovisual (AV) inputs. Hence, it is not available for LearningSpace Enterprise Lite, which is used for web-conferencing-based virtual simulation encounters only. To unlock this feature, please upgrade to the LearningSpace Enterprise solution.

:::


:::info
The **Observer** user can now access the **Live Observation** of the SP under the **Data Entry Tools** by selecting the Activity.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/adbe05c9-8eca-424e-8fc7-82582013c8f0/76909819.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=3436f15d338323dfbaa323009a38e927a524b6fd0b90579752130a8b22f03636&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =538x210")

## Conditions for Post-Encounter Observation


1. Meet the *General Conditions* of the setup.
2. Have a saved video recording with the name of the learner performing the Case and the name of the observed SP.
3. Ensure that the observed SP filled out and submitted the SP checklist of the portrayed Case on the learner featured on the video recording.



:::info
The **Observer** user should have access to the **Post-Encounter Observations** of the Activity under the **Data Entry Tools** by selecting the Activity.  
After selecting the Activity, the **Observer** should see the video recording, the SP checklist, and the SPPA checklist displayed.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/01a8695f-6f52-4d87-aad5-4c6dfda6d159/76909820.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=0f3c63507da8fb74951d1faaed52de9a526ec80610c1f377cf45492e08609b1d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
About the Number of Encounters to Observe

***No encounters to observe?*** Check the **Observation Requirement** set up for the Activity in the [**Activity's Reporting Setup**](/doc/2aff9e9d-aac2-4387-8c7b-7bb7c0a211c8) to manage the number of encounters eligible for observation.

:::



:::tip
For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [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)