If you appraise in more than one health hoard (more common in primary care) or you do cross specialty appraisals between primary and secondary care (an increasing trend), the main thing to take note of is that on SOAR, access is restricted to the user role and health board you are in.
If you are logged in as a primary care appraiser in Ayrshire & Arran, but you are looking to setup or look into details of a secondary care appraisee in Highland, you need to login as the Highland secondary care appraiser in order to gain the correct access.
Change the login role to the correct one by clicking on the dropdown menu in the top right hand corner.
Similarly, if you run into problems with an appraisee or an appraisal that requires your Appraisal Lead’s advice, make sure you contact the correct person!
Please also bear in mind, different health boards will have different resources in place, so please be patient with your queries!
Other areas for consideration include your attendance of the local appraiser group meetings and your performance appraisal (again mainly in primary care).
Each health board will hold regular local appraiser group meetings. These meetings allow you to meet up with your fellow appraisers and discuss any issues or concerns you may have, and will often include developmental/educational elements. Usually, they meet up twice a year. Some areas may hold more frequent meetings, depending on size and workload.
For those appraising in more than one health board, you may wish to alternate local meetings to attend or you may wish to attend all of them depending on circumstances. If you are unsure check with the Appraisal Leads.
Attendance at these meetings is strongly recommended, and some may even be compulsory (check with your Appraisal Leads).
Performance appraisals is more common place in primary care, though some secondary care do undertake annual 1-2-1 with their appraisals depending on resources and availability.
If you are a primary care appraiser appraising in more than one health board area, it is possible to arrange for your Performance Appraisal to be alternated between your Appraisal Leads, with the results / documentations shared between them for quality assurance.
For example, you do one session each in Highland, Grampian and Tayside. You could arrange to have your Performance Appraisal with the Appraisal Lead in Highland one year, with the documents shared between the three Appraisal Leads afterward to satisfy them that the performance review took place. Next year it would be with Grampian, and again the paperwork and result would be shared for quality assurance. The following year it would be the turn of Tayside’s Appraisal Lead to conduct the Performance Appraisal. After that the cycle repeats itself.
Similar to appraisal there are templated forms to help steer the discussions. Usage of these are not mandatory but check with your Appraisal Leads in the first instance.
This page was last updated on: 12/05/2026
