Quality Education for a Healthier Scotland

Look up Appraisal details

for Appraisers(Primary and Secondary Care)

Appraisal history on SOAR

Primary Care (GPs):• SOAR was designed for GP Appraisal in 2002,

and as such, SOAR has all GPs’ appraisal history as recorded by the Appraisers…

• …but not copies of the Scot 4 forms, unless you used the online version

Secondary Care:• SOAR was introduced to Secondary Care in

2012, and as such, only appraisals done on SOAR using the online forms are recorded

• We have no function to log old paper interviews on SOAR, only new appraisals using SOAR’s online appraisal forms

Access to Appraisal history

• Appraisers only have access to their current assigned appraisees’ appraisal history – no one else

• If you try to access a former appraisee’s appraisal records, you will be met with a security violation message as you are no longer that appraisee’s appraiser

• Click on “Appraisees”On this page you can see:• Appraisee’s GMC number• Latest Interview Date (so you can see

when they are next due their appraisal)

• How many appraisals they’ve had• How many appraisals with you• If they have a Co-Appraiser (Clinical

Academics)• Click on Appraisee name for user

details

• Click on “Appraisals” tab• Appraisal History listed (latest at top)• Click on notepad icon (under Edit) to view corresponding appraisal

details• For GPs, brown notepad icons mean that appraisal was done using

online appraisal forms; white icons signify old/paper forms• For Secondary Care users, only appraisals done using online forms are

recorded on SOAR

• View Interview details• Check Interview Status

• Unconfirmed means the appraisee has not yet accepted confidentiality, or not yet submitted forms for sharing

• You can’t action this for your Appraisees – THEY must submit the forms and accept the confidentiality

• Submitted forms are accessed via read-only tabs along the top

• On this page, you can also remind/notify your appraisee of the scheduled appraisal (although there are system automated emails in place)

• You also have functions to “Create Form 4” after you’ve had your appraisal with the appraisee;

• Or if applicable, Form 5A: Exemption of Appraisal (Mat Leave; Sick Leave, Sabbatical etc)

Further support• Medical Appraisal Scotland website:

– www.appraisal.nes.scot.nhs.uk– Resources, FAQ and other useful sections

• Local Administration teams:– Contact details on Medical Appraisal Scotland

• SOAR Helpdesk– Black “Help” box on right when logged into SOAR;– or SOAR@nes.scot.nhs.uk

• Due to capacity issues we are unable to offer telephone support– You can request a call back via the Helpdesk – but

we need detailed descriptions of the issue(s)