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  1. Scroll down to Notification emails on the Activity Scheduler page:



    You will be redirected to the Scheduling (Learner assignments) page, where you can edit the notification email you are going to send out to the learners.

  2. Select a from address in the Email From drop-down.

    Info

    To set up further from addresses, go to the Emails tab in System Manager.


  3. Enter the subject of your email in the Subject field.
  4. Edit the message body of your email in the Message field.
  5. While editing your message, apply the new Learner timeslot merge tag. 
    (info) To apply the new merge tag, you first need to create the Learner notification email template in Emails:
  6. Click on the System Settings button at the bottom of the page to access the Emails tab in System



  7. Select "Learner notification email" from the Email templates drop-down:



  8. While editing the template, click on the Learner timeslot tag to add it to your message.
    Return from the Emails tab to your event notification email setup using the back arrow.

    The timeslot (#{TIMESLOT}#) tag will be added to your message:



  9. Click on Preview to see how your email will be displayed to each of your recipients.
    The Email Preview page displays your message by each user. 

    The timeslot merge tab will list every timeslot a learner has been assigned to:



    Return to editing with the back arrow.

  10. Select a recipient group from the Recipients drop-down.
  11. Click Send.
    After you have sent out the date request emails, the system will log the time and date of sending.

This page will walk you through the most significant changes made to the CAE LearningSpace Enterprise system to accommodate distance learning:

  • here, you can go through the steps of creating a virtual event;
  • also, you will find further essential setting options that you can apply to optimize the virtual OSCE workflow:

Table of Contents
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Info

Create users with combined Activity Manager + SRP or + SRP (full control) privileges. With this combination, the user can edit the activity that was shared with them for reading and writing; at the same time, they will have access to Advanced Scheduling.

Important Changes

1. Renewed Pre-Selection Pages

The Case Pre-Selection (for learners) and Learner Pre-Selection (for SPs) pages contain new options:

Note
titleDuration of Pre-Selection Page Display

Pre-Selection pages are only available for SPs and learners from the start to finish of the event they are assigned to.
Otherwise, learners can only access data entry through the basic case selection page where they have to select a case from a drop-down manually:

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Basic case selection page without virtual event details

This might result in accidentally filling out the wrong checklist.

Also, SPs will not be able to access the renewed Learner Pre-Selection page prior to or after the event.

Start/Stop meeting options for SPs to start hosting or end the virtual encounter from CAE LearningSpace.
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Note
titleImportant - End a Meeting Properly

SPs need to end the meeting with the End Meeting for All option in Zoom and the Stop option in CAE LearningSpace to allow learners access to their post-encounter checklist.
Otherwise, video processing will not start, and learners will be presented with the following message when trying to access their post-encounter checklist:
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2. Virtual Rooms Instead of Authorized Workstations

a. Virtual Rooms Cannot be Used as Authorized Workstations 

In a distance learning environment, virtual rooms cannot be applied as authorized workstations since every participant of the activity logs into CAE LearningSpace on their personal devices.

Consequently, there are specific Options in the activity editor that must be avoided: 

Do not restrict data entry to specific computers based on their IP address or hostname endings.

Note

Make sure "Data entry only allowed from..." setting is unchecked.

Do not allow data entry from manually authorized workstations.

Note

Make sure "Data entry only allowed from manually authorized workstations" setting is unchecked.

b. About the Devices Meetings Are Accessed From

(warning) An important restriction applies to the devices used by the participants attending a virtual CAE LearningSpace event: the devices the virtual meetings are accessed from cannot be added to CAE LearningSpace as a station.

The selected meeting provider will not open on the devices that are added as stations to CAE LearningSpace. This means that SPs will not be able to start meetings, and learners and observers will not be able to join a running meeting.

Check the Stations tab in your CAE LearningSpace system for every added device. If there are devices added that will be used by SPs or learners for connecting to virtual events, remove them with the Delete button.

Tip

Identify the devices by their names or IP addresses displayed in the Stations tab.

c. No Automatic User-Forwarding

Upon login, SPs and learners are not automatically forwarded to the

  • Case Pre-Selection page (for learners) and
  • Learner Pre-Selection page (for SPs).

This limits automated data entry presentation to these users. 

Tip
titleSolution

During the event, SPs and learners need to go to their Dashboards and click SP Data Entry or Data Entry next to the activity they are participating in—as explained in the standardized patient and medical student guides—to access their Pre-Selection pages.

3. Video Processing

Virtual event recordings are first saved to Zoom: they are stored temporarily in the cloud of your Zoom owner account. Once recording files are saved to the cloud, CAE LearningSpace begins video processing and downloads the duplicates of the recordings through a secure HTTPS channel to the Video Review module. 

Note
titleImportant

Virtual encounter recordings are not available in Video Review until video processing is finished.

When the recordings arrive in the Video Review module, the original video recording files are moved to the Trash folder in your Zoom account:

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Info

This is the default setup of the Zoom virtual room integration to always leave you with enough storage in the cloud for your virtual encounter recordings.

Tip
titleDisable Automatic Transfer of Zoom Cloud Recordings to the Trash Folder

Would you like your cloud recordings to remain in the Recording Management folder after they arrived in the Video Review module? Upon your request, we can disable the automatic transfer of Zoom cloud recordings to TrashContact CAE LearningSpace Customer Service for more information.

Downloading virtual event recordings from Zoom's cloud to CAE LearningSpace might take some time, but if you notice that the recordings have not arrived in the Video Review module within 6 hours, you can retrieve the meeting recordings and upload it to CAE LearningSpace manually:

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titleClick here if your video recordings got "stuck" in the cloud

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How to Recover Recordings from the Trash Folder in Zoom

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Tip

You can log straight into the Zoom user account of a virtual room to retrieve the recording of the virtual event.
If you log directly into an account, go to Recordings:

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Info

You can choose either option: here on, the steps of recovering your recordings from the trash are the same with either approach.
The screenshots included in this section show the recovering process inside an owner account.

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Go to the Trash folder: use the link on the right.

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Tip
titleTip

The start time of each recording shows the moment when the SP in charge launched the virtual meeting from their learner pre-selection page. The recording immediately begins once the SP starts hosting the meeting.

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Info

Otherwise, the recording remains in the Trash folder, and you will not be able to download the recording and its attachments—such as chat history or the separate audio file of the recording—from Zoom.

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     11. Hover over a file to download it or to access further options.

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Info

Here you can also find and download other types of files related to the meeting: audio-only, screen share files, or chat history (if available).

    12. After downloading the video, you can upload it to the Video Review module. 

Info

Virtual encounter recordings display the host and participant—SP and learner—side-by-side. 

Tip
titleAnnotations

CAE LearningSpace adds annotations to the recordings to let you know when the learner has joined the virtual encounter. 

Recommended Activity Settings

1. Pre-Selection Page Display

a. Virtual Event Access through Your Activities 

When selecting cases for virtual events, make sure that the cases you add to an activity contain each of the following checklists:

  • SP checklist
  • Pre-Encounter checklist and
  • Post-Encounter checklist

Otherwise, SPs and learners might not be able to access their pre-fill pages on the Your Activities pane, or their pre-fill pages might not list every meeting they are supposed to attend. 

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b. Time Limitations of Pre-Selection Page Access

Pre-Selection pages are only available for the duration of an event.

Otherwise, SPs and learners can only access data entry from their basic data entry selection pages where they have to select a learner or a case from a drop-down manually.

Note
titleWarning

If there is no scheduling time threshold set up, some learners will have less time than others to fill in their checklists on their Case Pre-Selection pages: namely, the learners who are scheduled for the first or last timeslots of an event.

Also, without a scheduling time threshold SPs will not access their Learner Selection-Page to complete data entry following their last virtual encounter. 

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titleSolution

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(warning)The scheduling time threshold applies to every event created in your CAE LearningSpace system.

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titleExample

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2. Limit the Availability of Learner Data Entry 

Even if you ensure that learners have plenty of time to access their Case Pre-Selection pages during the event, they can still access data entry during the entire activity.
If they access Data Entry outside of the event and the scheduling time threshold, they will land on the basic case selection page without the context of the event they are assigned to.

Tip
titleSolution

Align the activity's entire duration with the event's duration extended by the scheduling threshold:
This way, data entry will only be available through Pre-Selection pages.

  1. Schedule your virtual event (e.g. 10 a.m. - 2 p.m)
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  2. Set a scheduling time threshold on the General tab in System:
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    Pre-Selection pages will be available from 9:45 a.m. until 2:15 p.m.
  3. Go to the Dashboard, select and open the activity you are working on for editing. 
  4. On the Basics tab, adjust the time of the entire activity to the event's duration extended by the scheduling time threshold:
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3. Disable Post-Encounter Checklist Access Before the Virtual Encounter

After completing the above steps, access to checklists will be time-restricted.
Although learners could still access their post-encounter checklist before their virtual encounter without applying the following restriction:

Tip
titleSolution

Select the "Allow Post-Encounter access only after student encounter" in the Options tab of the activity. 
When selected, learners can only access their post-encounter checklist once the virtual meeting ended/was Stopped by the SP in CAE LearningSpace. 

Virtual Event Setup

Create a new event with Advanced Scheduling

Note
titleImportant

Virtual encounters can only be set up in Advanced Scheduling.

Only one learner can participate at a time in a virtual encounter, which means Group size must always be 1. 

Info

Check the Group size drop-down on the Activity Scheduler page of your activity at the bottom of the Event Setup pane and make sure it is set to 1.
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Set up timeslots and have valid round setups.

Note
titleNumber of Timeslots

To allow your learners to join the virtual meeting of each case required of them, the number of timeslots within a round should be equal to (or the multiple of) the number of virtual cases.
This will ensure the correct rotation of learners: within one round, every one of them can participate in each virtual encounter they need to complete.

Add one virtual room to each case at Stations.

Tip

You can conduct the same case in several different virtual rooms just as running the same case on more than one station.
(warning) Likewise, physical rooms, you cannot assign the same virtual room to more than one case.

Warning

Do not add physical rooms to your virtual event or add virtual rooms and physical rooms simultaneously to virtual events.
Only virtual rooms work in this setting.

Note
titleImportant

Virtual rooms do not function as authorized workstations, which means automatic user-forwarding to pre-selection pages is not provided.
Learners can still access their checklists, but they have to manually select their case from a drop-down menu, which might lead to mistakes in data entry.

Refer to the Recommended Activity Settings mentioned above to direct your learners to the Case Pre-Selection page.

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Info

You can assign more than one SP to the same virtual room.

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titleMultiple SP Assignment

Every assigned SP will have the same Learner Pre-Selection page displayed and everyone can potentially control meetings:

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Note

However, virtual rooms allow only one meeting at a time. Only one SP can start a meeting while others will not be able to launch simultaneously other meetings.

Once one of the SPs starts a virtual meeting with a learner, all other learner appointments will be disabled:

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Note

Make sure that the SP who is portraying the scenario controls the virtual encounter.

Warning
titleWarning

Do not apply a timeslot structure template to your event.
SPs are in charge of launching and ending virtual encounters.

Notify Learners about Their Exact Timeslot Schedule

After assigning learners to timeslots, send the exact virtual encounter dates to your learners via notification emails.

Tip
titleTimeslot Dates

From now on, in your event notification emails, you can inform learners about the exact timeslots they are assigned to. 

A new merge tag is available in the Emails tab in System: Learner timeslot that displays the timeslot date(s) the recipient is assigned to.

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Select a from address in the Email From drop-down.

Info

To set up further from addresses, go to the Emails tab in System Manager.

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Click Send.
After you have sent out the date request emails, the system will log the time and date of sending.