SP Recruitment

After adding Cases (simulated patient scenarios) to Sessions within your Cast sheets, continue sending requests to selected SPs from inside your center management system.

Go to a Case, and click the + Recruit SP button to open the Recruit SP tab.

The pop-up is divided into three parts: Filters, Results, and Responses:

1. Filters

   You can add search criteria by enabling Case requirements or manually setting up filters to find the best SP candidates for the scenario.

   See How to Edit Case Requirements.

   
   
   
   Learn more about filtering categories on this page.

2. Results: Upon filtering your user database, the second column lists every SP who met the applied search criteria. You can then select SPs from the list and send them requests to participate in the simulated patient scenarios.
   
   

3. Responses

   In the last column, you can view every SP sent a request. Their current status is also displayed in the Recruitment Status column.

   You can sort SPs by alphabetical order or recruitment status using the arrows next to each column header.

   SP requests can have the following Response statuses:

Status	Meaning	Note
	The request has been sent to the SP, but they have not yet shared their availability.	The SPs may or may not have viewed the notification on their mobile phones yet.
	The SP has accepted the request and is ready to be confirmed for the Case by one of the SP coordinators.	The SP's name is displayed in grey in Session view at the Case.
	An SP coordinator has approved the accepted request.	The SP's name turns blue and gets ticked in the Session, at the Case.
	The SP has declined the request.	If necessary, the SP coordinator can repeatedly send a request to SPs who initially declined it.