# Requirements tab

The Requirements tab of the Case Manager module's Case Editor allows you to set up the case's specifications.  
[**Case**](/doc/case-manager-QdAIr4bLwJ) **requirements** are **customizable specifications** that SPs need or should meet to be selected for a **specified patient scenario**.


:::warning
***IMPORTANT:* Only use numerical values** in the **weight and height** fields, and always **calculate the values** in **metric** units of measurement: ***__kg__*** *__for weight and **cm** for height.__*

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/d462454e-a885-40e1-bbdb-ba4b5c5f2583/103219853.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=05d46646f6200ea088e7e39c082261c7bb10c4586278de1cf9f91a5c86a4a3e8&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =672x495")

Later, during the [**Recruitment**](/doc/sp-recruitment-gsWl9BYKkx) phase, SP coordinators can easily apply Case requirements as **filtering criteria** when looking for the best **SP candidates** registered in the system.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/1b85278d-0499-41f1-b62d-6c358e8d8ef6/137068695.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=164eb79c7eced69416844292c168ce1eb046c6bd0b91b6c5351e5e37b061bc60&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
***WARNING:***  SPA filter uses the **metric** system. Therefore, weight and height must always be entered in **__kg and cm, respectively,__** in the Recruit SP pop-up.

:::


:::info
Learn more about filtering this data in the [**Standardized Patient Administration**](https://help.caelearningspace.com/cf/display/EntHS/Standardized+Patient+Administration) module: [How to Filter by Case Requirements](https://help.caelearningspace.com/cf/display/EntHS/How+to+Filter+by+Case+Requirements).

:::

# Requirement Categories

### **Personal Details**

#### **Physiological characteristics**

* *Age:* specify an interval by entering birth years using the drop-downs.  
  Every SP born between the two dates will be included in the search results.  
* *Weight and height:* specify an interval by using the drop-downs.  
  The search results will include every SP who falls into the specified intervals.  
* *Sex:* select one or more checkboxes.  
  Every SP who matched the selected sex will be included in the search results.  
    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/a72257ad-1b90-4571-aa17-f49425c30fa9/image.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=2cbc37909258f31d773ea15dd219b0578e155c151470a270545c7c712d28c01f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)
* *Race:* select one or more checkboxes.  
  The search results will include every SP who matches either of the selected races.  
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/1b433d26-342f-40b0-bfdc-39edb57c4ec5/image.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=4c920808074e986ef85c06c96d0e5eae69b42f21f61d5c72dcce9886b8850dfd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

#### **Personal information**

* *Family status (Children)*:  select one or more checkboxes.  
  Every SP who matches either one of the selected family statuses will be included in the search results.  
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e6ca27e3-5418-4550-93ba-7012ecb04586/image.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=e3f058920c385f65c1c516fd653642847e5045d0396b28ee6917cdb2a32b3cbb&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)
* *Special examinations*

  
:::info
  You can select one or more physical examinations that SPs must undergo while portraying the scenario. When filtering for SPs, only those who have consented in their profiles will appear in the results and be eligible to undergo the selected examination.

  :::

  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/1d3f343a-d26b-4852-b964-d2fb4081f8d1/image.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=8bcb5dff23c9156ae17ad459843ad7d679b435a60929e8eed6feb08ebbcf0b9e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
  *Certifications*: select one or more certifications needed for the scenario.
* You can select one or more certifications required of SPs to perform the scenario. When filtering for SPs, only those who have listed the examinations on their profiles will appear in the results.

  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/7382d732-0b0a-4227-b902-d9e48328e5b9/image.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=1918aa9775c4de634a5a7af968026e32d46a1e8a6f64c5ee73d91964dff430d6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

  ### **Physical & Medical History**  
* Set up real-life **Medical Conditions** that may affect the portrayal of the scenario, given that the SP has the medical condition. 

  
:::success
  Search for existing medical conditions using the quick search bar: start typing in the *Add condition* field to list search results.

  :::

    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/976cfad0-8ce0-4ec6-bfd9-cf80e8554d15/image.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=368681c670e99ca1abe0bed9c4eed8b16780ba3e9739715421dad54498e3fb6f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

  
:::warning
  Only medical conditions entered into the global medical condition list can be pulled up.

  :::

  The comprehensive list of medical conditions added to the system is displayed on the right side of the [**Physical & Medical History**](/doc/additional-settings-for-sps-ejKoVjIJlQ) tab inside every SP's user profile in [**Users**](/doc/edit-user-pop-up-p53l4RpOgR)**:**

  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/be0d1d3e-279b-47c6-af93-fb8d43388aaf/138215431.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=9e0b7fc630d68d1e3af9c24b454bc3cc7fef882b25c5d78dcfcd5ac25c7bbc28&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

  


:::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)