# Pre-Encounter Learner part

![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/4087baeb-8777-4e10-8be1-bb8255b08bb8/76908527.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=e0391544bcea9856f780def28f6b561edb053cae0a0474544629d0ad396319ee&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
**Filled out by** Learners

**Purpose:** learner orientation, or assessment of a learner's prior knowledge

:::

This part contains any **textual or multimedia content that provides learners with background information about the Case and patient before the encounter**.  
There may also be **questions** for students to fill out, which may or may not be scored.   
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/bd2ebe5f-ae92-424f-a620-a712b4ddc5cd/66356575.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=b627bdbf28a359aae8b4fc69393600d870286a498abdebf2e70b32be9113ef9a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =627x471")


:::warning
The Pre-Encounter Learner section is fully displayed only once. The part will not be displayed upon the next login once the learner submits it.  
It can be accessed via a link at the top of the [**Post-Encounter Learner**](/doc/post-encounter-learner-part-Dsb7Mo6i7o) checklist.

:::



:::tip
Uncheck the respective checkbox within their individual checklists to enable Learners to access the Pre-Encounter Learner part (door note) again.  
This can also be helpful if **the video recording start** is set on the Pre-Encounter Learner part display and needs to be reset for some reason. (See [How to Set Up User-Action-Controlled Video Recording](/doc/how-to-set-up-user-action-controlled-video-recording-jymJBufKpG).)

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/4f344559-f4ca-4e38-9e95-2a9f1c749ade/134283323.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=7085f21f6fa70170f8aa0c889e014caafe2f942b45362c3c997e9907db902362&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
For details on creating a checklist, see the [**Checklists**](/doc/8fee6da1-f8fc-4e59-8b53-70eae5518b30) page.

:::

**The __Item counter__** option is checked by default, so items are numbered sequentially.

## Time limit

You can set up a time limit for learners at the top of the pre-encounter checklist in the **Case Content** editor.  
If a learner runs out of time while filling out their checklist, the system will **sign the learner out and save all answers entered up to that poin**t.



:::warning
Even if the learner does not click the **Submit** button, the **system will save the responses** as if they were submitted.

:::

## Responses are final

If the ***Responses are final*** option is checked, learners can only submit their checklists once; they will not have access to modify their responses later.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/e3a19fe6-53ee-4262-bfb3-1b6d839dc1cc/103219949.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=e72a12b11b6c2196b42e8e243db515079e983ed724d3e72d3963cf35cbbd9068&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =672x447")

## All/None Switches

With one click, you can enable or disable **Comment boxes** for every question of the checklist and /or mark every question as **Answer required** all at once. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/6faefe0a-943d-4ff4-b658-0e222d86977c/24117640.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=4489b17fc121138b23381713d819100c504017afdad3886b8aed8e2a2a460721&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =33x")

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/ce8043af-f9fd-4994-9954-e22d107439d7/24117641.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=8c682ebda46d803d0d3e20935cc567e5ede24bd92569366029aeadf75a8719a9&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
The ***All/None*** switches at the top of the checklist apply to every item on it.

|     |     |     |
|:----|:----|:----|
|  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/93a6d077-989e-4c89-a051-66e7b2ab73e9/24117642.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=1830cc97f5914a4f06cf0e90e167337c56229ca328c8eb869353b8ea4c6ade1b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) | **Comment box** | When enabled, every item will have a comment field displayed at data entry for learners to add notes. |
|  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/11c6313b-c35e-48aa-a9bf-4a9c5fbd5c96/24117643.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=83d04c0a31bf9f48dff797833a4d20ccc61aa3ba079bad4687f5d5039328ccf7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) | **Answer required** | When enabled, submitting the checklist is not allowed until all questions are answered; if no questions are required, the checklist can be submitted even if none have been answered. |

## Show Points for All Items 

Admin or case manager users can ***show scoring details (Points)* for all items** in a checklist at once, with one click, for a better overview of how each item is scored:

The **‘Show points’** checkbox has **three states**:


1. ==Checked== - scoring information is shown **for all items** in the part.

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/8ff11d31-c893-4fdb-b2e0-9b14de483f15/show%20points%20activated_case%20content_CUT.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=d9c9cb8db55b972a7a23f52d39896a1f3e9a2c6175471f466e3a275be045f965&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =685x301")

   
2. ==Dash (horizontal line)== - scoring information is shown **only for some items** (‘partially checked’).

   
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/c02fc759-cf44-43ff-85a0-53c23fe27c87/show%20points_partially%20checked%20CUT.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=a5d3f467d6bdf847af88da7881547b7e48f22bef8e59aebaa277d552515ebd2b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =685x451")

   
   
3. ==Unchecked== - scoring information is **hidden for all items**. 

## Joint Evaluation Option

The new Joint Evaluation Option enables grouping questions for [OEQS scoring](/doc/oeqs-scoring-page-25NfRaNDcH) in Case Manager. With this feature, questions can be linked in the Case editor so that they can be **graded together** using a **single grading questionnaire** in OEQS.  
A **joint‑evaluation item** always relies on a **main item** that **uses a questionnaire scoring method**.


:::success
**One or more joint‑evaluation items** can be linked to a main item simultaneously.

:::


 ![Scoring method drop-down - Joint Evaluation option](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/2c638f31-9103-461e-a22d-083a4a076a5b/Joint%20eval_Scoring%20dropd_CUT.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=520da02e65acfa9a6f04c0c73d9840e4d65afd6b15a4f4d118e28b0fe6b96237&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =642x345")


 ![Select question to joint dropdown](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/3ecf9838-68a6-4cd5-b128-a64abe6fdc91/joint%20evaluation_question%20selector%20dropdown.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=077fd63af9881ab89d8d09c0f6324b6283545062d8a6d3b5cd7ad5d4b40d90c5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =642x460")



:::warning
IMPORTANT: A joint item can only select a main question from within **the same section**; the main question must be located in the same section as the joint item. 

:::

Joint evaluation option is available for[ text](/doc/text-PjSbuSmn61) and [structured text items](/doc/structured-text-Ut7O0LkBNp) in the Pre-encounter and [**__Post-encounter__**](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/post-encounter-learner-part-Dsb7Mo6i7o) parts of a case.  
*NOTE:* Only questions **within the same** [**case part** ](/doc/checklists-case-parts-MEst6SU79S)and **section** can be linked.


:::info
For more details, go to [**How to set up Joint Evaluation**](https://kb.learningspace.elevatehealth.net/s/17639c1d-a746-4d46-8875-c5a8626d2928) **and** [**How to use Joint Evaluation**](https://kb.learningspace.elevatehealth.net/s/2ebef32a-04e9-456d-a260-8d8fd2fcb104)**.**

:::


:::tip
For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr).

:::

---

**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)