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

2. 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

3. 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

4. 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 “SC Appraisee” tab 3.Assign Appraiser from drop-down menu * 4.Click “ Save ” 5.Click “ Notify Appraisee / Appraiser of Assignment ” button to send confirmation email to both parties If Appraiser not on list, contact SOAR for clarification

5. Click on “ SC Appraisee ” tab Select Appraiser from the drop-down menu Click “ Save ” Click “ Notify Appraisee / Appraiser of Assignment ” button to send confirmation email to both parties

6. Assigning a Co-Appraiser Clinical Academic Appraisees require a (University) Co-Appraiser assigned From the “SC 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 email confirmation to all three parties

7. Click on “ SC Appraisee ” tab Select Co-Appraiser from the Secondary 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 email confirmation to all three parties

8. Assigning an Appraiser to a Group of Appraisees To assign an Appraiser to a group of Appraisees you can perform a Batch Assignment To assign an Appraiser to a group of Appraisees: 1.Click on “ Appraisee Assignment ” from the menu 2.Select Appraisees that need Appraiser amended using tick boxes 3.Expand “ Assign new Appraiser to selected Appraisees” 4.Select the name of the Appraiser you wish to assign the selected Appraisees to using the drop-down menu 5.Click “ Submit”

9. 1.Click Appraisee Assignment to assign multiple appraisees to an appraiser 2.Select the Appraisees who need a change of Appraiser Use the column headings to sort in order, if it helps 3.Expand (green +) Assign new Appraiser to selected Appraisees 4.Select the name of the Appraiser you wish to assign the selected Appraisees to 5.Click Submit You can only assign appraisees one page at a time. You cannot select appraisees across multiple pages. You need to do the assignment page by page. We are looking to improve this for the future.

10. Further support Medical Appraisal Scotland website: – www.appraisal.nes.scot.nhs.uk www.appraisal.nes.scot.nhs.uk – 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 SOAR@nes.scot.nhs.ukSOAR@nes.scot.nhs.uk 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)