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How PDP works on SOAR

Posted Date: 30 Jul 2015

Recently we have had an increase in queries on the helpdesk around how PDP works on SOAR for Secondary Care appraisees. We hope the below helps explain the functions and intended processes.

The information below is Secondary Care targeted, but the principles are the same for Primary Care GP users.

Before we explain how the PDP function works, there are 3x key points to highlight:

  • The Appraisal Period section on the interview page is used to track WHEN an appraisal interview took place - counting in fiscal years;
  • Within each appraisal, under the PDP section, you should be reviewing the agreed PDP items from last year's Form 4 (if you are a first time user this section will be blank); and
  • You should be logging what you wish to do in the year ahead

Any additional learning you did that was not logged in the agreed PDP should be documented in a CPD log and highlighted in Form 3 Domain 1 (same process if you are using SOAR for the first time).

Example: Interview is created for 2015/2016

When drafting Form 3, the PDP section at the bottom of the page allows the Appraisee to propose what they wish to do for the year ahead. This will populate their Form 4 PDP section once their appraisal forms are submitted.

After the appraisal meeting, there may be changes made to the PDP following discussions with the appraiser.  Either the Appraiser can make changes directly on Form 4, or the Appraisee can amend their draft Form 3 PDP and then resubmit the appraisal forms (which will refresh Form 4).

When Form 4 (for 2015/2016) has been signed off, the PDP on Form 4 will act as the Appraisee's PDP for the year ahead, and it's then listed accordingly on Form 3 PDP section (near bottom again). This is listed as 2015/2016 to show what was agreed at that interview. The Appraisee won't be able to change the text as this is taken from Form 4, but they can add comments and mark if any of the items have been achieved.

The idea is the Appraisee can access and update the agreed PDP throughout the year.

When the time comes for the next appraisal (2016/2017), again the Appraisee would propose new learnings for the year ahead, and also carry forward any items from that year that have not been marked as achieved (e.g. 2-year course). When the appraisal forms are submitted, the proposed PDP and the items from last year will get populated across to Form 4.

When Form 4 has been signed off, the added new learning needs, along with any "unachieved" items, will populate the Form 3 PDP section to be referenced as PDP for the year ahead.


If you have any queries about this please do not hesitate to get in touch - SOAR@nes.scot.nhs.uk

This page was last updated on: 30/07/2015