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

2. Archiving User Accounts When a doctor is no longer working in Scotland their SOAR user account needs to be archived. To archive a User Account: 1.Find the user on SOAR 2.Click on “ Roles ” tab 3.Click “ Remove ” to delete all user roles 4.Click “ Save ” 5.Click the button to change account from “ Live ” to “ Archived ” 6.Click “ Save ” again to retain changes

3. When a User moves to a new Health Board in Scotland The Archive function is only used if the doctor is no longer working in Scotland – e.g. moving/relocating/emigrating, retiring, passed away, etc If a doctor is simply moving to a different Health Board in Scotland, their user account does NOT need to be archived In this case the doctor’s role needs to be updated – For Reference please use Powerpoint # 102 “Create New User Accounts and Dealing with Login Requests”

4. User Search Find user and click on their name From User Details, click on the “ Roles ” tab

5. First, the user’s Roles need to be removed by clicking “ Remove ” Click “ OK ” when popup box appears Click “ Save ” Account can now be archived Click “ Save ” again to store changes

6. 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)