1. Quality Education for a Healthier Scotland Creating New User Accounts on SOAR For Administration Teams (Primary and Secondary Care)

2. When to create a new user account on SOAR A new user account will need to be created if: A doctor is no longer a trainee (post CCT) – Trainee accounts are separate from the Primary and Secondary Care accounts on SOAR – Qualified/post-CCT trainees will need a new Primary or Secondary account created for appraisal – Trainee accounts will be archived post CCT A doctor is new to working in Scotland – SOAR is only used by those working in Scotland – Doctors joining from outside Scotland (England, EU, etc) will need an account set up – You may need to request a Form 4 equivalent to confirm they’ve been appraised

3. To create a new user account Check to ensure the user is not already on SOAR – Search GMC number, email and spelling of surname Once assured user is NOT on SOAR: 1.Create the new user account Fill out the General Details for the new user Allocate a new login name and password 2.Add the user’s roles 3.Re-enter the password (to trigger an email to the user)

4. Click on “ New User ” when logged in as administrator

5. Enter the new user’s GMC number Enter the new user’s name Enter the user’s email address Fill out the rest of the General Details as appropriate Insert a new unique login name for the user Give the user a password Confirm the password Password must be at least 8 characters long and include a number Leave the “Security Questions” blank. The new user will add this information once logged in Click “ Save ” If the login name inserted is already in use you will be prompted to change it

6. When saved, a new “ Roles ” tab will appear - click on this Select the user’s Role from the drop- down menu Select the user’s Health Board from the drop-down menu Click the “ Add New Role ” button Click “ Save ” Return to the “ Details ” tab

7. Re-enter the password Confirm the password again Click “Save” This triggers an email to the user informing them of their login details

8. 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)