# ◾ How to Filter by Case Requirements :::info In the [**Recruit SP**](/doc/sp-recruitment-gsWl9BYKkx) popup, you can set up the **search criteria** to filter your user database for SPs with specific traits and experience. You can **import** search [**requirements**](/doc/requirements-tab-KE5Tw5SB7H) from a [**Case**](/doc/cases-of-sessions-pTlkcAzVwk) that has been added to the [**Session**](/doc/sessions-2aZ5cOyh5C), or you can **manually set up** the criteria. ::: In the **Recruit SP** popup, start editing **Filters** on the left. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b1a6d9e5-3601-42f2-a2fb-c83c7971c22e/76908221.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=fd70c9c8fe3108c533a56972e01f2ac5272115895e3579408d4933ddd0d7991f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) **Filtering Categories** **Physiological characteristics** * **Age**: specify an interval by entering birth years ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/938208e8-27ed-4b2d-ae42-dee9f2e7f0b6/24123418.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=0fb107fe81a860f6dfb191c37daa213cfe6e433272756da6cdfd4c583f4247ff&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) * **Weight and height**: specify an interval :::tip Enter decimal numbers in the fields without any symbols or abbreviations. ::: :::info Check [**Personal Details**](https://help.caelearningspace.com/cf/display/EntHS/Additional+Settings+for+SPs#:\~:text=In-,Personal%20Details,-%2C%C2%A0the%20basic) in the SP profiles to be sure about the unit of measurements used in your system. ::: :::warning ***WARNING:***  SPA filter uses the **metric** system. Therefore, in the Recruit SP pop-up always enter **weight and height values calculated in __kg and cm__**. ::: * **Sex**: select one or more checkboxes ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/fcdfc616-f37d-4c57-b146-6d833cb2ec52/24123420.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=e250eebea9b8e3bc242fe708a67ef22fd2b000ad28fdb0f1c399a241e469559e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) **Race**: select one or more checkboxes * ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/fcf3c75b-2fa1-4110-bfda-0c46d32c81e8/70386400.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=785a2f425ff99fac79071bdce6e0728e34db780e586d85ccb9e69a433dfe2da7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =179x119")**Personal information** * **Family status** (Children) ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4fcba4b6-77a8-45a9-b85b-38f7c9cf9a16/24123385.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=5ff2dc480dec5b9509ee48b9ab8da31edc74a39fb15d079281e460ac63982eae&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) * **Special examinations** :::info Here, you can consent to undergo certain physical examinations. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/54327cb0-8972-4287-8670-c5d20949bcf7/24123422.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=21bc6d2bf83680c047e5a5fcb6902c88948b983c1ed9e11ed61b6d929efd921c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) Real-life **Medical Conditions** that SPs have included in their application or on their profile that can affect their work. :::success Search for existing medical conditions using the quick search bar. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2fc96ca9-f9b1-4877-ab5b-5344ad03ca6b/24123423.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=1991a213f864ab9f6d11effc9ac3d5dc93c3586124cf214ad6f45bb27ded1c86&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning Only those medical conditions can be pulled up that have been entered into the global medical condition list. The comprehensive list of medical conditions added to the system is displayed on the right side of the **Physical & Medical History** tab inside every SP's user profile in **Users**. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0d42aa0d-3610-4b9d-a083-c7f672b5ef47/70385927.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=dddd96ce899094a6ab785b216d5ad99a15295cb011c138feffc2799c3bdadb4a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info The **Medical Conditions List** on the left contains the medical conditions the SP has provided about themselves. ::: **Import** search **requirements** from the **Case** that has been added to the **Session**, or **set up** the criteria **manually**: [How to Edit Case Requirements](/doc/2e215c4f-b199-4d8c-b266-068b8d548d15) ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/568060c9-1f3d-46bd-99e1-f2806264c12c/140247074.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=53e38ae8c8ca2f45d5f5f74d059921ef014ebadcbf34bff1a07623cfb8f5fcff&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 1. Switch on ***Apply Case Requirements*** to import and automatically fill in the appointment's case requirements. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/86e2cde4-7389-47a2-8f2e-b9f1dc8876bb/76908219.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=d5d2a292989256998cd389c7366b0cb6e27648b8df5451a7a5a1ada481ea600f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::success If the auto-populated case requirements are not exactly what you had in mind, you can edit them manually. Editing auto-populated filters **will not affect** the requirements saved at the case in **Cases**. ::: :::info The ***Apply Case Requirements*** switch will be automatically disabled after manually editing imported search criteria. ::: :::tip If you switch ***Apply Case Requirements*** on again, your manually added changes will disappear and the filters will be reset to the default requirements of the case. ::: 2. Set up **search criteria manually** if you do not have a Case added to the Session. Click **Filter** to search for SPs. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/759c7487-3188-405a-9a86-aa80040164b6/76908217.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=b1975641e5169c57354c1f2fe8876e200cc3c4e696b8ccc7016ef98ca089b395&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) SPs will be filtered down in the **Results** column in the middle: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ed1d6706-e406-48ba-86de-154ca27b0c88/135921838.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=25512d27a2af66333c6dc0cde30d67d9dc81eb51d8e4975d3cd1b81d8c0f7059&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info Once you have found the most suitable candidates for your scenario,  you can send requests to them with the [**Recruit SP feature**](/doc/how-to-recruit-sps-for-sessions-ZN12yo42cy). ::: :::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)