Creating and editing scenarios

A scenario is a simulation case: its objectives, setting, patient, progression, diagnostics, and facilitator notes, plus the files that go with it.

On a phone

You can open and read scenarios on a phone, but creating and editing them needs a tablet or computer. On a phone, Create scenario and the Edit / Preview switch are hidden, the scenario menu only offers View, and an editor link opens the read-only view instead. Tap the menu button at the top left to open the sidebar.

Create a scenario

Directors and facilitators can create scenarios.

1. Open Scenarios in the sidebar.
2. Choose Create scenario.
3. Enter a Scenario name. Names must be unique among the organization’s active scenarios.
4. Under Template, keep Blank scenario or pick one of your organization’s templates.
5. Choose Create scenario.

The scenario opens in the editor. A blank scenario starts with no sections. A scenario created from a template starts with the template’s sections and any content saved with it. You become the scenario’s owner.

The editor

The editor has three areas:

• The main column: the scenario’s title and description, then each of its sections.
• The tool rail on the left: Details, Resources, Diagnostics, Outline, Share, and Versions. Select a tool to open its panel, and select it again to close the panel.
• Assistant on the right: the case assistant.

Use the Edit / Preview switch at the top to move between editing and the finished, read-only view of the case.

Saving and editing together

Changes save automatically as you type. The indicator at the top shows Saving, Saved, or Save failed.

Several people can edit the same scenario at once. Everyone’s changes appear live, and each editor is listed as a contributor in Details.

Work with sections

• Choose Add Section to add one. Sections are grouped by category in the menu. Each section type can be added once per scenario, and ones already in use are marked Added. See Sections for what each one contains.
• Drag a section by its handle, or use the move up and move down buttons, to reorder it.
• Collapse a section to focus on the others.
• Delete a section with its delete button. If you delete one by mistake, restore an earlier version from Versions.

Some sections let you hide individual fields you don’t need. A hidden field keeps its content, so you can show it again later.

Panels

Panel	Use it to
Details	See contributors, created and last-updated dates, where the scenario came from (a template or a duplicated scenario), and manage its tags.
Resources	Attach files and links. See Resources and file uploads.
Diagnostics	Enter lab values and add diagnostic images. See Sections.
Outline	Jump to any section.
Share	Give people and teams access. See Sharing and versions.
Versions	Browse and restore earlier versions.

Tags and status

Tags help you find scenarios later. Add them in the Details panel, and manage the organization’s scenario tags under Settings → Scenario tags.

Every scenario has a status:

Status	Meaning
Draft	Work in progress. Not shared with session participants.
Published	Ready to run. Its participant prep resources are shared with participants of sessions that use it.
Archived	Retired. Kept for reference, not shared with participants.

To change the status, select the status badge in the scenarios list, or open the row’s menu and choose Publish, Unpublish, Archive, or Restore.

Find, duplicate, and delete scenarios

The Scenarios list can be searched by name and filtered by status and tag.

Each row’s menu offers:

• View: open the read-only preview.
• Edit: open the editor.
• Duplicate: copy the scenario and its content into a new scenario named … (Copy).
• Delete: remove the scenario.

Duplicate and Delete are also in the ⋯ menu inside the editor, along with Download PDF and Save as template.

If you can open a scenario but not edit it, the editor shows View-only access. Ask its owner for edit access.