1. Quality Education for a Healthier Scotland Create and Edit Form 4 for Appraisers (Primary and Secondary Care)

2. Appraisal Form 4 (Summary) Form 4 is a summary document of the appraisal discussions It is used by Appraisees as proof of their appraisal For Quality Assurance purposes, only the Appraiser can draft the Form 4 Appraisee reviews and approves forwarded draft

3. Overview: Form 4 process AppraiserAppraisee Complete Appraisal Docs (Forms 1 - 3) Agree Confidentiality Statement (MUST) Submit Appraisal Forms (MUST) Reviews submitted Appraisal Docs APPRAISAL INTERVIEW Drafts Form 4 summary Agrees and Signs Disagrees Process completed: automated email confirmations sent Signs and Forwards Requests changes

4. Navigate to interview details Navigate to Interview details in order to create Form 4 (for that interview) Use Powerpoint slideshow “Look up Appraisal details” as reference Quick recap: 1.Login to SOAR (as Appraiser) 2.Click on “Interviews” 3.Locate interview and click on corresponding notepad icon

5. When in Interview details, click on “ Create Form 4 ” button This creates the Form 4 and you will automatically be taken there

6. Three sections to complete: Summary of Discussion Summary Assessment of Supporting Information PDP Click “ expand ” to open each section You are not expected to complete this in one sitting, use the Save button as required When finished, click “ Approve and Forward to Appraisee ” for their review and sign off Form 4 will then be locked from further editing When Appraisee signs off / approves Form 4 – interview is completed If Appraisee makes Change Request, Form 4 will be unlocked for you to make changes as appropriate

7. In section A, you are asked to provide a 0, 1 scoring against each of the Core Elements The scores will populate the table in section B Until Form 4 is signed off, the scores on section B will remain as “TBC” GP Form 4 has an additional question, asking if the appraisee is on-track to provide sufficient info for Revalidation If the Appraisee has completed the Appraisal Forms correctly, PDP (section C) should be auto-populated – leaving you to amend as required following appraisal discussions If not, you can add the learning items in PDP section manually instead GP PDP more structured/reflective Secondary Care PDP more straightforward

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)