# ◾ How to Create Cast Sheets :::info The page explains to SP coordinators how to **create a new** [**Cast sheet**](/doc/cast-sheets-YRPTbYPckT) from scratch in the [**Standardized Patient Administration**](/doc/standardized-patient-administration-spa-module-Ct144bz7D3) module of LearningSpace. ::: ## Creating Cast Sheets :::info **Cast sheets** are designed to encase simulated patient scenario [**Sessions**](/doc/fc5491e0-acc0-4c74-ab05-e1599c331bcc) that are part of your long-term medical training programs. ::: :::warning Important: **Cast Sheets Are Not Equivalent to Activities** Your Cast sheet can correspond to the [Activities](/doc/activity-manager-8Z2fsIu6LP) created in your LearningSpace system by choice. However, **cast sheets function independently of activities**: the two components are not interchangeable and cannot be tied together in any way. ::: 1. Enter the SPA module from your [**Dashboard**](/doc/login-and-dashboard-RUgPhfwowz). You will land on the [**Casting tab**](/doc/casting-tab-1PUPxieYgL) of the SPA module. 2. Stay on the tab, and click **New**. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/dcab5c6d-e783-4102-9696-3c5c5b739635/137068640.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=7dc063bf21b0cbaf239f288223d34ae142c707c5947cddea50bd30d2c3c5d24e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 3. A pop-up opens where you can enter the **name** of your new cast sheet. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/950d00a4-efcb-4023-b2d3-107c7cb69cea/137068641.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=4104c8c380dad0a45d2463e711675b6126308759ab9b9f45cfee08bea16cc922&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) Add your Cast sheet to an existing [**Cabinet**](/doc/cast-sheets-YRPTbYPckT) or click the **+** sign next to the **Cabinet** **drop-down** to create a new one. :::info You can only save a new Cast sheet if you add it to a Cabinet. ::: :::success See also: [How to Delete Cabinets](/doc/how-to-delete-cabinets-QnDfjePzpo) ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/04e408b0-2a5d-4ac2-8198-dd442905ce95/137068642.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=29f1c6aed46aad3086a25d5f6ab945627ae938a9f2dd84aaf6bff2f67594c3a2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 4. Click **Create** once you have named your Cast sheet.  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/62f7667c-4359-49ad-8bf5-d1aabebdaca9/137068643.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=18aab8cc28e4fad971b3586aacd3bccaae6d0729542d2e8a9cce72ae89599e6e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 5. Once your cast sheet is ready, you can start [**adding Sessions**](/doc/how-to-create-sessions-1j8YB459Ti): ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/6e5124e3-16a5-4be3-bffb-77b658384688/137068644.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=1d79551c0541eb1e890e586dc851ad8afe6f6074c8b9daf7373c06a87289e140&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) You will be notified about having successfully added a new Session: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/562b8878-9c1c-4449-b72a-53f805469bd3/137068645.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=4b19c5fbec61c9c8d3549edffee73aed240f519f811b38b8dc6f22604570f8c0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::success To create a **Group chat** for all confirmed SPs within a Cast sheet, use the Chat icon on the right in the Cast sheet's header. You can also use the Create SP Group option to create a specific **SP group** for all confirmed SPs within a Cast sheet. The group will be listed and managed in the [User Manager](/doc/user-manager-jY5BSEdZwv) under [**Groups**.](/doc/editing-groups-T4u7Vgv1PH) ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e28a2073-8c07-427f-a1c3-1f28b3155eb0/137068646.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=c3703edbd783e167525debc9dd51cdaa33a574bd2556820bbb7dc4b42449c377&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ## Copying Cast Sheets Cast sheets can be copied by clicking the Copy icon in the upper right corner of the Casting page. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/aecb07ac-578b-4ba0-b581-3205c00f7124/70386661.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=ea1b5323883088aed1a97b19716c8c5c0c159d40d753b19c775bb2b609408852&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) * The copied Cast sheet will have the original Cast sheet's title followed by '*(copy)'.* * ***Session name*** *and **Cases*** of the original Cast sheet will be copied over * ***Date*** *and the* ***SPs*** will **not be** copied to the new Cast sheet. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/7b527935-a62c-4ede-9f4a-5b2001810e14/70386662.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=6c5959dc18d457f41b107198d75423b2a699ba361f44a58562e50829ca53bcc1&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::success Cast Sheet title and Cabinet can also be changed for the copied Cast sheet. ::: ## Exporting Cast Sheets The data from the Sessions included in the Cast sheets can be **exported** into **XLSX or PDF files** using the **Export Cast Sheet** option, located in the upper right corner of the Casting page. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/78986ae2-6d1a-48d3-bd72-f0729c01d947/70386663.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=7fa9f2ade386c1ace703d3bcc0bb9a7fd75501d24e7d8d8c193519a4b06e9af5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/545567dd-2b08-4168-bffd-31d1670b9aea/export%20cast%20sheet%20pdf%20%20xlsx.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=c6668da78493d8367682d0d1fb394476f191320498835aa51df1b6a8a6c53063&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x882") :::tip See also [Exporting Cast Sheets](/doc/cast-sheets-YRPTbYPckT). ::: :::tip For further information, visit our [Standardized Patient Administration](/doc/standardized-patient-administration-spa-module-Ct144bz7D3) and [Standardized Patient Administration - How to](/doc/standardized-patient-administration-how-to-hIpagYNLCP) pages. ::: --- **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)