# ◾ How to Assign SPs to Scheduled Events :::info For an introduction to [**Advanced Scheduling**](/doc/advanced-scheduling-6uw4GlWcNY), please visit the [How to Understand Concepts within Advanced Scheduling](/doc/how-to-understand-concepts-within-advanced-scheduling-5ekv8XY5Zs) page. ::: You can assign **SPs** to your scheduled [**Events**](/doc/events-jgKvWwXKxY) if you are not planning to use [**simulators**](/doc/simulators-tab-XSl7T4iehs) in your **scenarios**. :::warning Make sure that you have an [**SP group assigned**](/doc/ff1925ff-fd52-4c9c-aa57-46170623cc04) to your Activity. ::: :::success ***TIP:*** SP groups can be created in the [Standardized Patient Administration (SPA Module)](/doc/055f7881-e8bd-4b7a-aa7d-5bd0bf7cfe7b) as well! These SP groups - **including all confirmed SPs** for a [Session](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/sessions-2aZ5cOyh5C) - will be listed and can be managed in the [**User Manager**](/doc/user-manager-jY5BSEdZwv) under [**Groups**](/doc/editing-groups-T4u7Vgv1PH)**,** and can be used **for setting up Events** (see [Managing Events](/doc/b111ec07-894e-4711-a29d-de8dfa58fea0) ) or **Scheduling** ([Advanced Scheduling](/doc/713a18e8-dc2e-4ae9-b38f-affdbd23be04)). See more at [How to Create SP groups](/doc/5fe80c41-cc34-4f74-b02d-3c7a97a26b8f) ::: # SP Scheduling Features There are __5 options__ located at the bottom of the [**Activity Scheduler**](/doc/63a51495-8003-49d3-b259-b9e29289ec48) page that can help you with SP scheduling: * **__Date Availability Emails__**__:__ You can send emails to the SP group of your selected Activity to find out **which SPs are available**. * **__Review Date Request Emails__**__:__ The system **summarizes the submitted availabilities** on the **Review SP Requests** page. * **__Generate Assignments:__** This is where you assign SPs to your event's cases. If SPs already submitted their availability through the Date Availability Emails, you can use the collected appointment requests. * **__Review Assignments__**: This page contains the latest SP assignments. Generated assignments are not final; you can always reschedule them on the SP Assignments (Generate Assignments) page if necessary. * **__Send Notifications__** *(optional):* Use the **Send Notifications** option to email **SPs confirming their schedule** or informing them if they were not assigned. # How to Send Date Availability Emails to SPs 1. Access the **Activity Scheduler** page of a selected Activity. Scroll down to the panel with the Learner and SP columns at the bottom of the screen. The SP assignment features are on the right. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/7e2411f8-37ac-44c4-ac4c-b8f24f5bb233/76910795.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=8601a64ecf278ee476d7b44b80b149a333d3ddf2dd2a308349366e0e300a16db&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x224") 2. Click on *Date availability emails* in the **SP** column: You will be redirected to the **Scheduling (SP Date Availability Emails)** page, where you can set up your email and send it to the SPs assigned to the Activity. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/3bf8a99a-3dbd-43ac-bed5-08e09558e23b/image.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=ee9ed97c60e9d0a1539a66fc41a4b5f56411a2afc6211cd4e87b7b94c1e1d65a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =599x651") 3. Select a ‘**From address’** in the *Email From* drop-down. If you need to create more email addresses, you can do so on the [**Emails**](/doc/emails-tab-woqXxbUw5h) tab in [**System Manager**](/doc/system-manager-ar9EDnlVcL). 4. Enter the **subject** of your email in the *Subject* field. :::warning **NOTE:** You must enter a subject. LS will not send the email without a subject. ::: 5. If necessary, you can edit the **message body** of your email in the *Message* field. 6. Use the *Attachment* field to attach a file. (**Browse** for a file on your computer and once selected, **upload** it.) 7. Set up a *Deadline* for SP feedback: 1. You can set up the response deadline *relative* to the start date of the __entire Activity__—(warning), **not the event.** 2. OR an *Exact date* can be set for the **deadline** of your choice. 8. To review the email before sending it, click on **Preview**. The *Email Preview* page displays your message **to each user**.  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/2a845fd5-9308-40c3-9d2d-c60e28bf374b/SP%20DATE%20AVAIL%20EMAIL_PREVIEW_elevate.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=e477add62a9fd939e46d011df69477fa0d895b04310fe17e008eafdbbfad3e8d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x1038") 9. **Return** to email editing with the **top-left back arrow**. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/84e0df77-819f-49c3-98a0-9a5fc45e9955/SP%20date%20r%20email.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=225f3bc83986cc7f1fef1e73e5dec94808d3cd620b3bf6670f83e8872e79b896&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =471x176") 10. When the email is ready, click **Send.** The system **logs the time and date** of sent emails: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4bae774e-931a-469c-8475-ba9e586ffe5a/76910801.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=ecef084dfe237dd4f0bebdb4dd771367874112e476ba861439ffa81434ba95cc&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x136") :::tip The system also **displays the number of SPs who have responded** to your request.  To see the details for each SP’s availability, click on *Check SP Requests*. ::: :::info * ***Optional:*** Check the **Send only to those who have not responded yet** box. Apply this option if you repeatedly send out date availability emails and some SPs have already responded. ::: :::tip *If the **==SP availability email==** template was set up in* [***System Manager***](/doc/system-manager-ar9EDnlVcL)*, you might notice that the message body contains **snippets of text surrounded by hashtags and curly brackets**:* *#{FIRSTNAME}# | #{TITLE}# | #{REQURL}# etc.* ***💡*** *These snippets are referred to as* [***merge tags***](/doc/a2270058-bc70-4569-a019-27c3ccd322c6) *in the system.* ***Merge tags personalize the emails*** *you send out to your recipients:* *The system automatically **replaces the merge tags with the corresponding unique data** of your recipients in the body text.* ***To apply merge tags****, set them up and save them in the default email templates in* [***Emails***](/doc/email-settings-uhmQ5aeTGr)***—click on the System Settings button at the bottom of the page to be redirected.*** ::: # How to Review SP Availability :::warning ***NOTE: ***On the *Review availabilities* page, you can only __view__ the **cumulative list of SP requests submitted** so far. ::: 1. Go to the **Activity Scheduler** page of the Activity. 2. Click *Review availabilities* in the **SP** column: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/59814a64-396b-4312-85d6-5a1f8f0f399f/76910796.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=63e4156390a4cce23cc1074cf9164348e75895b9b6801c618dfc1bfd817d1f2d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =514x198") 3. You will be redirected to the *Scheduling (Review SP Requests)* page, where you can view each SP's date request list. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/eff27a44-b0b3-42e7-b56c-050e78d2e1d5/SP%20availability.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=6b49fa79b520583f8e324c675af3cc2fbb4d18664ed1437e75d278c6db9bf386&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1932x637") 4. The columns can be sorted by selecting the corresponding radio button. 5. To assign SPs to the event according to Cases, go to [**Generate Assignments**](/doc/how-to-assign-sps-to-scheduled-events-8fk6D6d0ND). # How to Generate SP Assignments 1. Go to the **Activity Scheduler** page of the Activity. 2. Click *Generate assignments* in the **SP** column: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/6fb83bcc-a984-4c5e-88ba-076e1cbda529/76910797.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=c18e0aa2e916b925a0646d945985ecf1f94683fcb1c07a4a56b594c79ef71ddc&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x224") 3. You will be redirected to the *Scheduling (SP assignments)* page, where you can assign SPs to the appropriate stations for the Event. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/d2f107bb-465e-4faa-82ef-ee74b536f64c/image.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=b76a087a5fbd36ff5522484ccf713e682debc010e5e0959f8d2eb587c0540d62&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x324") 4. Select the appropriate SP for the station from the drop-down menu. If the SP submitted their availability, you can see the **availability status in brackets** after the SP’s name. 1. If an SP **confirms they are available for the event, [av]** is displayed after their name. 2. If an SP responded that they are **available “if needed,” [in]** is displayed after their name. 3. If an SP responded that they are **not available for the event**, **[na]** is displayed next to their name. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/41e2dbc3-45fc-4529-bc9e-03baee135299/av%20in%20na.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=f2493bdd3a7ecf292e139c071a62a93bc835ca07e2c443617da65eb95870915c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =214x181") 4. If an ‘**\*’** appears at an SP's name after assigning them, that means the SP has already been assigned to another event taking place at the same time. However, you will not be prevented from assigning the SP to the current event if necessary. 5. A **red exclamation mark** may also appear **if the SP has already encountered at least one learner** participating in the event.![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/c3167071-7c3b-4b33-acde-c75ce6617a9b/76910809.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=8e2272f515d0222c60e771aed49d48d3b2bba03533c4afeaefec4e2e2f55e24d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =21x") **Click** the exclamation mark to display the name(s) of the learner(s) who already worked with the SP, as well as the Activity, Case, and Date of the previous encounter. Click the exclamation mark again to close the popup. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7777c719-6b4a-4517-b262-f45728e29b12/image.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=fa1275b1cef73addace1ce6b362b8126f36871c72b37f2fa2f30655b9d009141&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =214x271") 5. Click **Save** or **Save & Return** to save your assignment settings. Click Save to continue assigning SPs to other Events. Click Save & Return to return to the Activity Scheduling page. :::warning **Confirmation Emails** To send confirmation to assigned SPs, go to **Notification emails***.* ::: # How to Review SP Assignments 1. Go to the **Activity Scheduler** page of the Activity. 2. Click *Review assignments* in the **SP** column: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2b5403f8-79e7-4d1f-973f-1f6222004f87/76910803.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=66a6a2a255854ac743d3cc85b9e79d1e945442a9c1d434536b93ab5a6d47f5b3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x224") 3. You will be redirected to the *Scheduling (Review SP Assignments)* page, where you can check the **event(s)** each SP has been assigned to. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/25f0b6bc-0ee1-4bc0-ac36-92b79244049b/137068561.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=ea6e1b74e25b80b75ba7e2d2cdb028616f971f05fc75e47ff7567845ed9f4ffe&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x399") :::warning **Note** By default, SP assignments are sorted by the *Event dates and times*. Select the **respective radio buttons** to sort the assignments by *Cases or SPs*. ::: # How to Send SP Notification Emails 1. Go to the **Activity Scheduler** page of the Activity. 2. Click *Notification emails* in the **SP** column: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8daee781-cf12-446e-b8ec-e83e9c661f83/76910807.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=94e8faf7a2602a939a01bbcc39a09849db06d41d8694f91c96734b18cd014891&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x224") 3. You will be redirected to the *Scheduling (SP Notification Emails)* page, where you can edit the notification emails for your SP group. 4. Select a **From address** in the *Email From* drop-down. To set up further from addresses, go to the [**Emails**](/doc/email-settings-uhmQ5aeTGr) tab in [**System Manager**](/doc/system-manager-ar9EDnlVcL). 5. Enter the **subject** of your email in the *Subject* field. 6. Use the *Attachment* field to attach a file (**Choose a File** from your computer and hit **Upload**) 7. Click on **Preview** to see how each recipient will display your email. The *Email Preview* page displays your message to each user. 8. **Return** to email editing with the **top-left back arrow**. 9. Click **Send** to send out your emails. There are **two kinds of emails** to prepare for your SP group. :::warning **NOTE:** To ensure a working email setup, prepare the **contents of both kinds of emails**. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/427167d8-da8e-4457-84cb-a60e0df8a825/email%20to%20confirmed%20sp.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=9eec020495d59ad71ee9272aa70a9965d1fd7acb3809cb02e3de1673094ea168&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x805") ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/d7f36d8e-632b-460b-95fd-c8fe7512af5a/email%20to%20notconfirmed%20sp.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=6380021be21ab5c1aa1f5465b2b4b443375d32cfce0433418bcd43d084731ee4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x141") 1. The first email is for those SPs who have been assigned to the event(s). **Email Templates** [**You will find the template**](/doc/email-settings-uhmQ5aeTGr) of this email under * the name of *SP notif. email (assigned)* in the System manager, * the *Message (For assigned SPs)* in Advanced Scheduling. 2. The other email is for the SPs who responded with their availability, but **were not assigned** to the event. **Email Templates** [**You will find the template**](/doc/email-settings-uhmQ5aeTGr) of this email under * the name of *SP notif. email (unassigned)* in the System manager, * the *Message (For unassigned SPs)* in Advanced Scheduling. :::warning SP Notification emails can only be sent to the **assigned SPs** if emails are **also sent to the unassigned** ones. **If you don’t fill in the unassigned email body, the assigned email cannot be sent out, either.** ::: :::info If the *SP notification email* templates were set up in [**System Manager**](/doc/system-manager-ar9EDnlVcL), you might notice that the message body contains snippets of text surrounded by *hashtags and/or brackets*: \#{TITLE}# | #{FIRSTNAME}# | #{CASE_PATIENT}# etc. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/c8ffa89d-b242-43d0-906d-3e53cbac1469/137068562.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=4eea8daeb28913db8d069e250da6b3c014f0e0c7fffb9b51838f186b020616df&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/3bf65080-39e5-4c00-9ca7-014e69e1d045/137068563.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=96e98cc62180523027257609def8d241f6c66c10d7ae562c021cad9eebf3fa40&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :bulb: *These snippets are referred to as* [***merge tags***](/doc/a2270058-bc70-4569-a019-27c3ccd322c6) *in the system. Merge tags personalize the emails you send out to your recipients: the system automatically replaces the merge tags with the corresponding unique data of your recipients once they receive your message.* *To apply merge tags, set them up and save them in the default email templates in* [***Emails***](/doc/email-settings-uhmQ5aeTGr)***—click on the System Settings button at the bottom of the page to be redirected.*** ::: :::info There is no need to select a recipient (addressee) group—each message will be sent to the correct SPs based on the event's assignment information. ::: After you have sent out the notification emails, the system will **log the time** and date the emails were sent. :::tip For further information, visit our [Advanced Scheduling](/doc/advanced-scheduling-6uw4GlWcNY) pages and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms). ::: --- **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)