1. Quality Education for a Healthier Scotland Overview of Appraisal Processes on SOAR for ALL roles associated with Academic Appraisals on SOAR (Primary and Secondary Care)

2. Outline Brief introduction to Academic Appraisal Overview of processes on SOAR – Form 4 process (including Co-Appraiser actions) Important tasks Support

3. Introduction (1/5) …Academic Appraisal on SOAR For those Appraisees who are Clinical Academics with an honorary role with the NHS, their appraisals will require 2 Appraisers: 1 from the university, 1 from Medical Appraisal (NHS) The co-Appraiser from the university will/should already be an Appraiser on SOAR This applies to both Primary and Secondary Care

4. Introduction (2/5) …Differences in Academic Appraisals Those identified as Academic Appraisees will have an additional Academic Form on their Form 3; The Form 4 sign off process will include the co-Appraiser.

5. Introduction (3/5) …New roles on SOAR Co-Appraiser (the university Appraiser) – Included in system emails – Has access to submitted Appraisal Forms – Involved in the drafting of Form 4 Appraisal Co-ordinator (university admin) – Has Admin access to assigned Appraisees – Can be included in system emails

6. Introduction (4/5) …University Administrator The way we differentiate between Health Board Admin and University Admin is via the Appraisal Co-ordinator role: – Health Board Admin has access to everyone in their Health Board – Appraisal Co-ordinator (University Admin) has access only to those who have been assigned to them

7. Introduction (5/5) …Initial set up required Academic Appraisees need to be identified Local Health Board Admins assign the University Administrator(s) as “Appraisal Co- ordinator” Pending local arrangements, either Local Admins or University Admins to: – assign the Co-Appraiser; and – mark Appraisee as Clinical Academic ( important – this brings up the Academic Form on Appraisees’ Form 3)

8. Overview: Academic Appraisal on SOAR Assign & Link Appraisal Co-ordinator (Uni Admin) Health Board Admin Assign Co-Appraiser (Uni Appraiser) Mark Appraisees as Clinical Academics AppraiseeAppraisal Co-ordinator Completes Appraisal Forms (inc Academic Form) AppraiserCo-Appraiser Reviews submitted Appraisal Docs Appraiser drafts Form 4 summary... Submit Appraisal Forms & Accept Confidentiality Create Interview APPRAISALINTERVIEW Optional: Manual trigger of notification email to Appraisee, Appraiser and co-Appraiser

9. Co-Appraiser = CoAPR Co-Appraiser Appraisee Appraiser APR sends (signed) Form 4 to CoAPR Co-APR signs and sends to Appraisee Co-APR makes changes, APR sign off is removed, edited Form 4 returned to APR Has CoAPR signed off? Yes No Approve and Sign? Yes No Approve and Sign? Form 4 signed off If APR makes changes to CoAPR draft, then CoAPR sign off is removed Yes No APR and CoAPR sign-offs are removed, APR and CoAPR receives email notification of change request, Form 4 process repeats with APR editing it as appropriate, and then forwarding to CoAPR etc Form 4 process: After Appraiser has drafted Form 4 Appraisee = APEEAppraiser = APR Process completed: automated email confirmations sent

10. Important Tasks (1/3) For Health Board Admins – Assign Logins – Assign Appraisal Co-ordinators (University Admins) – Allocate Appraisal Co-ordinators to Appraisees – Allocate Appraisers and Appraisees For University Admins (Appraisal Co-ordinators) – Assign logins – Assign Co-Appraisers to Appraisees – Mark if Appraisees are Academic Appraisees

11. Important Tasks (2/3) For Appraisers – Create Interviews – Review Appraisal Forms / Docs – Appraisal Form 4 (create and forward) For Co-Appraisers – Review Appraisal Forms / Docs – Appraisal Form 4 (approve and forward)

12. Important Tasks (3/3) For Appraisees – Complete Forms 1-2 – Complete Form 3 Upload Supporting Information Academic Medicine form – Go to Interview page: Agree Confidentiality Statement Submit Appraisal Forms – Sign off Form 4 – Complete Feedback Form 6A

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 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)