# ◾ How to Recruit SPs for Sessions :::info The page explains **how to** **search for SPs** by *demographics or skills*, **how to send requests** to candidates for patient scenario [**Session**](/doc/sessions-2aZ5cOyh5C) dates, and explains the **statuses** SPs can have in the [**Recruit SP popup**](/doc/sp-recruitment-gsWl9BYKkx). ::: [https://vimeo.com/1208372163](https://vimeo.com/1208372163) Once you have added [**Cases**](/doc/cases-of-sessions-pTlkcAzVwk) to your Sessions, you can start recruiting SPs for the patient scenarios. 1. Click on the **Recruit SP** button inside a Session under Case.  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/62d805ce-39fa-4e6a-936b-3f62b0a90c06/70386240.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=b7d2bbbc6290cf9efb04ca6604d6c3e753778b40033ac1ddc357ae46943c558a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) The **Recruit SP** popup opens. :::info Here, you can set up the **search criteria** to [**filter**](/doc/how-to-filter-by-case-requirements-WCWY4eREdV) your user database for SPs with *specific traits and experience* and notify the candidates about the job opportunity by sending a **request**. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/52accd33-a2f8-4eef-ab2e-ceb0bde7ad3d/135921856.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=75a86b7a2b4b521a6dab6c6a6463440b51a13444ca8e5677d3f4e1115526b4df&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 2. Set up SP filtering requirements. :::info Learn more about [filtering categories.](/doc/how-to-filter-by-case-requirements-WCWY4eREdV) ::: You can **import** search **requirements** from the Case that has been added to a Session, or you can **manually set up** the criteria: 1. Switch on ***Apply Case Requirements*** to fill in automatically the case requirements: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/3879a6ae-f7a2-43fe-8c19-6d3bb4becd84/70386243.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=5638245e5bdb2aa1bac206f1522542482ead73aafc81ba5cd8ce96de8bfb4f9e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info The ***Apply Case Requirements*** switch will be automatically disabled after manually editing the search criteria. ::: 2. Set up search criteria manually if you do not have a Case added to a Session. :::success Learn more about [**adding a Custom Subject**](/doc/how-to-add-cases-to-sessions-TPza7EyzXV). ::: 3. Click **Filter** to search for SPs. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/62d805ce-39fa-4e6a-936b-3f62b0a90c06/70386240.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=b7d2bbbc6290cf9efb04ca6604d6c3e753778b40033ac1ddc357ae46943c558a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) SPs will be filtered down in the [**Results**](/doc/sp-recruitment-gsWl9BYKkx) column in the middle: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/119f911e-85e1-4f1a-9665-0b103802c39a/70386247.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=cb1402a86428f6efae1a5aea26cd02e6ff91d4a5caab3eaca83d4f85cdbab60e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 4. Select SPs from the *Results* column: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e2db5715-e9be-40e5-a8a5-995cee8186b2/135921857.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=5ac651a05f1a95237f262a2e145453cb3e927dc9de2999874e426e2329bd02ac&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::success Use the checkbox in the header to select every SP in the filtered list. ::: 5. Click **Send Request** to notify the SPs about the appointment date.  A confirmation dialogue opens that recites every SP you are about to send the request: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8ec94f71-f412-45c9-9b43-fca90fa61060/70386249.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=fd2ed4a4929fb4b5c62d816fd43d10361817fd24f2528f58f40db080657b3022&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning From here on, you **cannot modify the date and time** of the Session or the Case associated with it. Only the Session's name can be edited henceforth. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e1f75da8-0191-4e52-a967-1da2327a5864/135921858.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=7a2ea564fc598f078a60c558812a127363326b279a8be55af5634410ce106eab&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 6. The requested SPs will be copied to the [**Responses**](/doc/sp-recruitment-gsWl9BYKkx) tab. :::info Sort SPs by *alphabetical order or recruitment status* using the arrows next to each column header. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ef15f022-a27c-4360-9163-3b076217e444/135921859.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=d6905ddbf219b1489b360fb55d825f7f45100be67080916bee12633195c698ef&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info The status of SPs will remain "*Waiting for Response"* until they **approve or decline** their availability. ::: SPs will receive a new notification in the **Requests** tab inside their [**SPA mobile application**](/doc/spa-mobile-application-aS1sW4QEDb) account: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/778a9af9-0df5-4f19-8312-e08b4d020023/70386252.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=89ede19da598b1fa1a845dbaa4f882ffbe97f7dc6fb5e73edbda6a8004edbe98&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =314x610") 7. Return to the Case's **Recruit SP** popup to check up on the recruitment [**Response statuses**](/doc/sp-recruitment-gsWl9BYKkx)**:** **SP Response Statuses** | Status | Meaning | Note | |--------|---------|------| | ![](https://help.caelearningspace.com/cf/download/attachments/24123063/image2022-4-1_10-57-58-.png?version=1&modificationDate=1649151509000&api=v2 "Enterprise Help Site > How to Recruit SPs for Sessions > image2022-4-1_10-57-58-.png =180x30") | The ***request has been sent to the SP***, but the SP has not shared their availability yet. | The SPs may or may not have viewed the notification on their mobile phones yet. | | ![](https://help.caelearningspace.com/cf/download/thumbnails/24123063/image2022-4-1_10-59-36-.png?version=1&modificationDate=1649151510000&api=v2 "Enterprise Help Site > How to Recruit SPs for Sessions > image2022-4-1_10-59-36-.png =110x") | The ***SP has accepted*** the request and is ready to be confirmed by one of the SP coordinators for the Case. | The SP's name is grey in the Case in Session view. | | ![](https://help.caelearningspace.com/cf/download/thumbnails/24123063/image2022-4-1_11-0-53-.png?version=1&modificationDate=1649151510000&api=v2 "Enterprise Help Site > How to Recruit SPs for Sessions > image2022-4-1_11-0-53-.png =105x") | An ***SP coordinator has approved ***the accepted request. | The SP's name turns blue and gets ticked in Session at the Case. | | ![](https://help.caelearningspace.com/cf/download/thumbnails/24123063/image2022-4-1_11-3-54-.png?version=1&modificationDate=1649151510000&api=v2 "Enterprise Help Site > How to Recruit SPs for Sessions > image2022-4-1_11-3-54-.png =95x") | The ***SP has declined*** the request. | If necessary, the SP coordinator can send a request repeatedly to SPs who have initially declined the request. | ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2c727db2-5089-4987-b94d-b22c2d447cc8/70385873.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=f5a97bea85cfda2dc7d173bc01823c2b1d48b31082e132876d2953a32da7837a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) **Available SPs** are also listed directly at the Case, in grey: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/a60794dd-5f9a-42aa-ad75-9d7b58df6216/135921860.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=072d3183c348cec8565958a68bc6f74b84ce727053697a784bc58f10e9137191&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info If you already have available SPs, you can continue **confirming one or more** for the patient scenario Sessions. Confirmed SPs will appear and portray the patient scenario at the confirmed date and time. ::: :::warning **Important** However, confirmed SPs can still choose to **cancel (decline)** their spot through the mobile application. Once declined, SPs will also appear as *Declined* in the SP Responses popup in the **Responses** column: ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/28d67b42-7160-4c43-8472-b5f5756dd7a0/70385870.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=6088a0ee0bc0543ef81da01e53cb195296a43998c5aa8eb29c0bc7700ddfab2c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning In the current version of the SPA Mobile Application, SPs can decline their confirmed appointments right until the starting time of a Session. Since this could lead to difficulties in finding a new SP and/or rescheduling the Session, SPs need to consult their SP coordinators before declining an appointment at such short notice. ::: :::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)