1. Quality Education for a Healthier Scotland Overview of Appraisal Processes on SOAR for Appraisers (Primary and Secondary Care)

2. Outline Step-by-step overview of an appraisal on SOAR Important key tasks for the Appraiser Further support The appraisal process on SOAR works the same for Primary and Secondary Care Differences only in the appraisal forms’ content.

3. Overview: an Appraisal on SOAR Assign login (on request) Administrator Allocate Appraisers & Appraisees (& Appraisal Co-ordinator) Create Interview (done by either Admin or Appraiser) AppraiserAppraisee Complete Appraisal Forms (upload Supporting Info) Agree Confidentiality Statement (MUST) Submit Appraisal Forms (MUST) Reviews submitted Appraisal Forms & Supporting Info APPRAISAL INTERVIEW Drafts Form 4 summary Agrees and Signs Disagrees Process completed: automated email confirmations sent Signs and Forwards Requests changes

4. Key tasks for Appraisers Create appraisal interview on SOAR – Key first step: this allows Appraisees to submit forms for sharing with you – Meeting details (date/location etc) to be arranged first, before adding to SOAR Review submitted forms and documents prior to appraisal Create and Draft Form 4 – Summary of discussions – Proof of appraisal (when signed off) Complete Feedback Form 6b

5. 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 info on Medical Appraisal Scotland site 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)