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SOAR user guide

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[updated January 2025]

This user guide has been updated from the previous video version to coincide with the SOAR appraisee redesign project and GMP changes.

All functions for Admins, Appraisal Leads and Appraisers remain the same.

Key points to watch out for:

  • You need a Turas account to login to SOAR
  • Before creating a new appraisal, check to make sure there's no historic incomplete appraisal history
    • If so contact admin for further assistance
  • If Recognition of Trainer (ROT) form does not apply to you - leave it blank
  • Appraisees can work on their draft forms at any point in the appraisal year - they just cannot submit/share with appraiser until they create a meeting on the system
  • Appraisers can only review an appraisee's submission via PDF

SOAR demo

Recording of SOAR demo (31/01/2025)

Overview

Overview of systems setup and processes, including how SOAR and Turas are linked.

How to login

Practical guide on how to setup SOAR and Turas accounts and linking them.

Create appraisal meetings

How to check for old incomplete appraisals, and how to create a new appraisal meeting on SOAR.

Appraisee dashboard

Getting familiar with the appraisee screens and setup

Completing appraisal forms

Looking at the appraisee dashboard and how to complete the appraisal forms.

Submitting appraisal forms to appraiser

Instructions on how to submit and send your completed forms to your appraiser for sharing.

How to review submitted forms (for Appraisers)

How the appraiser reviews the appraisee's submitted forms.

Making changes and resubmitting

How appraisees make changes to the submitted forms and share it with their appraiser

How to create a Form 4 (for Appraisers)

Step-by-step on how appraisers create a Form 4

How to create a Form 5 (in lieu of Form 4)

How appraisers would create a Form 5A or 5B in lieu of a Form 4.

How to review and approve a Form 4 (for Appraisees)

How the appraisee would access and approve (or make change requests) to Form 4.

How to add more documents after Form 4 has been unlocked

Sometimes Form 4s might be unlocked for additional documents to be added.

Recap/summary

Recap summarising key important points.

Sessional GPs form

Where to find this form

Preparing for the next appraisal

What happens when your appraisal is signed off

© 2025 NHS Education for Scotland

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