Quality Education for a Healthier Scotland How to assign Appraisers to Appraisees For Local Administration Teams (Primary Care)

Appraiser/Appraisee assignment It is the Health Boards’ responsibility to pair up Appraiser to Appraisee(s) – Agreed nationally at Scottish Government level – Actioned by the Local Admin teams – With assistance and guidance from Local Appraisal Advisers (LAAs) Appraisees CANNOT choose their own Appraisers Appraiser assignment requests sent to SOAR helpdesk will be forwarded to local teams – As we have no involvement in the process

To Allocate an Appraiser to Appraisees There are two ways to allocate Appraisers: 1.Assign Appraiser to Appraisee individually Clinical Academic Appraisees will also need a Co-Appraiser assigned to them (more in upcoming slides) A Co-ordinator can also be assigned to an Appraisee. Please use PowerPoint #106 – “Set up Appraisal Co- ordinators ” for reference 2.Assign an Appraiser to a group of Appraisees This can be useful if, for example, you wish to assign a single Appraiser to a number of GPs in a particular practice

Assigning Appraiser/Appraisee individually To assign an Appraiser to a single Appraisee: 1.Search for the Appraisee and click on their name once found 2.Click on “PC Appraisee” tab 3.Assign Appraiser from drop-down menu * 4.Click “ Save ” 5.Click “ Notify Appraisee / Appraiser of Assignment ” button to send confirmation to both parties If Appraiser not on list, contact SOAR for clarification

Click on “ PC Appraisee ” tab Select Appraiser from the drop-down menu Click “ Save ” Click “ Notify Appraisee/Ap praiser of Assignment ” button to send confirmation to both parties

Assigning a Co-Appraiser Clinical Academic Appraisees require a (University) Co-Appraiser assigned: From the “PC Appraisee” tab: 1.Select Co-Appraiser from drop-down menu 2.Check tick box if Appraisee is a Clinical Academic Academic Medicine form is then created for appraisee 3.Click “ Save ” 4.Click “ Notify Appraisee / Appraiser & Co- Appraiser of Assignment ” button to send confirmation to all three parties

Click on “ PC Appraisee ” tab Select Co-Appraiser from the Primary Care drop- down menu Check tick box to enable Academic Medicine form for completion Click “ Save ” Click “ Notify Appraisee / Appraiser & Co- Appraiser of Assignment ” button to send confirmation to all three parties

Assigning an Appraiser to a Group of Appraisees To assign an Appraiser to a group of Appraisees (for example a Practice) you can perform a Batch Assignment. To assign an Appraiser to a Practice: 1.Click on “ Practices ” from the menu 2.Search for the relevant Practice and select it 3.A list of all GPs in that Practice will appear. To change the Appraiser for each use the “ Assigned Appraiser ” drop-down menu 4.Click “ Save ”

Click “Practices” Search for the Practice, either by “Practice Name” or “Practice Number” Click the relevant Practice Number to select/view details You can also Delete Practices, but only if it has no GPs linked to it

An Appraiser can be assigned to each Appraisee in the Practice using the “ Assigned Appraiser ” drop-down menu Click “ Save ” when finished

Further support Medical Appraisal Scotland website: – – 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 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)