1. Quality Education for a Healthier Scotland Create New User accounts & Dealing with SOAR Login Requests For Administration Teams (Primary and Secondary Care)

2. Dealing with Login Requests User may approach you for help with login: – Telephone – Email Users are encouraged to submit SOAR Login Request form On completion you will receive email confirmation Submitting the Login Request Form does NOT automatically create the user account – you (as Admin) need to action this following local checks

3. Example login request email from SOAR

4. Checking the user details (1/2) Check to see if the user works for your Health Board Primary care: GP on the performers list ? Secondary care: consultant on the HR system ? Doesn’t work for you? Send it to SOAR@nes.scot.nhs.uk SOAR@nes.scot.nhs.uk If the user is on the list – proceed to search and amend their login details as necessary.

5. Checking the user details (2/2) Search for Existing account – Search GMC number, email and spelling of surname Amend login details – Check “last updated” date (in case already actioned by someone else – Assign dummy password; or – Use Reset button to wipe password and security questions – System will send automated email to user confirming their login details

6. Search terms Surname Email address GMC number No user found? Create a new one!

7. 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 account created for appraisal purposes – 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

8. To create a new user account Once assured user is NOT on SOAR: 1.Create the new user account Fill out the General Details for the new user Required fields are forename, surname, email address and GMC number Allocate a new login name and password (must be alpha- numeric and at least 8 characters long) 2.Add the user’s roles 3.Re-enter the password (to trigger an email to the user)

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

10. 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

11. 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

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

13. 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)