How to Build an SP Training

Criteria for building an SP Training Part

  • The Practice and Evaluation sections are necessary for SP Training, while the Materials section is optional.

  • Strict order: as The Evaluation section is for selecting the Practice section to be used for evaluation, the Practice section must be set up before an Evaluation section. The Materials section can be created at any time.

  • To use an Activity for SP training, it must contain the Case in which the SP Training Part is created.

  • Before users can access the SP Training Part, there has to be an SP submission for the SP Part of the Case and a video recording assigned to a learner for the Case.

No Evaluation section is needed if the SP trainees only have to watch the video recording and complete the checklist. The SP manager can then review the results in the SP Training Report.
However, the training evaluation section must be included if you want the SP trainee to see the agreement scores after they submit the checklist.

Creating a Materials Section

On the SP Training tab of the Case Content page within a selected case, clicking the New Section button prompts a selector to be displayed where the section type can be selected.

By clicking Materials, a new Materials section will be added. It requires a title and—optionally—a section abbreviation to be entered.

The New Item panel contains only one available item type, Note, which allows users to enter a message and display it. The Insert Media option is available for every type of item, allowing videos and pictures to be attached to any item added to a section. Thus, it is possible to attach file(s) via the Note item type.

Note items or Materials sections used for other SP Training can be inserted via the Reuse panel on the left side of the screen (below the New Item panel) by typing a required letter combination in the search field.

Creating a Practice Section

IMPORTANT: The Practice section's sole purpose is to specify the learner-SP encounter that would be the basis of the training. No item can be added to this section.

When selecting Practice as the type of a newly added section, the section requires the following data to be determined:

  • Title (required) and section abbreviation (optional)

  • Weight - determines the weight with which the section is counted in the SP score

  • Show Video & Checklist - drop-down menu where it can be set how the recording and the questionnaire would be displayed:

    • together - the video and the SP questionnaire are displayed at the same time

    • after each other - the video is played first; then the SP questionnaire is displayed for the user to fill out

The user cannot view the video again once the SP questionnaire is displayed.

  • Activity - drop-down menu for selecting the activity from which to display the recording

The drop-down lists only Activities that have the specific Case assigned within which the SP Training Part is created, where data entry is submitted for the SP Part, and where a recording of the learner-SP encounter is also available.

  • Learner - drop-down menu for selecting the learner whose video (i.e., encounter with an SP) to display

  • Checkboxes:

    • Hidden - hides the section from reports and will NOT be counted in the SP performance scores

    • Affects case training total - checked by default; if NOT checked, the section will NOT be counted in the case training score but will still be displayed on the reports.

Creating an Evaluation Section

When selecting Evaluation as the type of a newly added section, the only setting to be determined in this section is the section of the SP Training part that would be used for evaluation, in addition to the title and the optionally provided section abbreviation.

The Selected Section drop-down lists the Practice Sections created within the SP Training part.

Setting Part Properties

Checking the relevant box(es), it can be decided whether the responses should be treated as final and if the item counter should be shown. The checkboxes are in the top right corner of the SP Training tab. 

  • Responses are final - Leaving this box checked makes participants UNABLE to change their previously submitted answers for this case part. Unchecking this box allows participants to re-visit questionnaires in this case part and change answers, provided the activity with which the case is associated is still open, and participants have access to a computer authorized to access the questionnaire.

  • Show item counter - Leaving this box checked activates the automatic item counter in the checklist.

As the only section where items can be added is the Materials section, and only Note item type can be used (which is not numbered but listed by letters), the counter is relevant in that the added notes are listed with or without letters indicating their order.

The SP Training part is evaluated in the SP Training Review report, which compares the SP's performance to the experienced SP's efficiency.

For further information, visit our Case Manager and Cases - How to pages or watch our Case Manager Training Videos.