Primary and Secondary Care, and Deanery regional teams
This page has been split up into three sections:
The documents below are intended for all administrators. Where applicable, Primary/Secondary Care/Trainee specific documents are in the sub sections at the bottom of the page.
This applies to ALL roles associated with Academic Appraisal (Primary and Secondary Care)
The appraiser or co-appraiser for a specific interview can be changed as follows.
There are two possible scenarios where you (the local admin) might get asked to unlock a signed off Form 4:
Both will require the unlocking of Form 4 in the first instance
Form 4 has now been successfully unlocked and SOAR will email Appraiser and Appraisee confirming so. The unlocked Form 4 allows the Appraiser to make changes as required. However, to enable Appraisees to add more documents to the interview, there is one more step
Once you are assured that the user is NOT on SOAR:
A user may approach you for help with a login by phone or email. However, they should be advised to submit a SOAR Login Request form. Once this has been completed you will receive an email confirmation and you (as Admin) need to create the account following local checks e.g
A new user account will need to be created if:
In order to obtain the status of an appraisal, log on to SOAR and then click on the 'Interview' link on the left of the page to create a search. The search can be refined by selecting one or more of the options from the drop down boxes.
The interview status options have the following definitions:
The results table shows the status of both the interview and form 4. Interview details can be obtained by clicking on the pencil icon in the edit column of the table. Note that the columns with dark-blue text can be sorted by clicking on the column name. Also, clicking on enties in the Appraisee, Appraiser at Interview Time and Form status columns will open a new page that contains further details.
The entries in the 'Co' column refer to co-appraiser status at Interview Time
If required, interviews can be dleted by clicking on the red X () in the delete column. Note that the form 4 must be in draft form before this can be done.
When a doctor is no longer working in Scotland their SOAR user account needs to be archived.
To do this:
If a doctor is simply moving to a different Health Board in Scotland, their user account does NOT need to be archived In this case the doctor's role needs to be updated.
On occasion a former appraisee may request temporary access to documentation from their previous appraisals.
To do this:
It is the health boards' responsibility to pair up appraiser to appraisee(s). This has been agreed nationally at Scottish government level and is actioned by the local admin teams with assistance and guidance from Local Appraisal Advisers (LAAs). Note the following:
There are two ways to allocate appraisers:
In order for a doctor to appear on the RO's 'Ready to Revalidate' list, they will have:
Login and Change Role (if needed) to either 'Local Appraisal Adviser', 'Appraisal Lead', 'Administrator' or 'Co-ordinator' by clicking on your name in the top right-hand corner
Click on 'Revalidation Recommendation' in the menu on the left of the page to access the Dashboard.
Under a doctor's profile on SOAR, you can click on the 'Revalidation' tab where you can see, at a glance, whether a doctor has met the requirements to appear on the Ready list.
The RO Revalidation Readiness button can be used to move a doctor to or from the 'ready for revalildation' list and the 'not ready for revalildation' list.
Any further queries please submit a helpdesk ticket, either via the black 'Help' box to the right of every page on SOAR, or email SOAR@nes.scot.nhs.uk
This page was last updated on: 29/07/2015
© 2013 - NHS Education for Scotland