Quality Education for a Healthier Scotland

How to assign Appraisal Co-ordinators

For ALL roles associated with Academic Appraisal

(Primary and Secondary Care)

The Appraisal Co-ordinator Role

• This role is for those who need to be informed of the appraisal process but are not involved in it

• This would include:– Line Managers– Clinical Directors– Associate Medical Directors– University Administrators

− University Administrators can perform admin functions but only for those Clinical Academics assigned to them

Assigning a Co-ordinator

1. Search and select the relevant Appraisee2. Click on the “PC/SC Appraisee” tab3. Select Co-ordinator from ”Appraisal Co-

ordinator Assignment(s)” drop-down menu

− If the required Co-ordinator does not appear in drop-down list, the Co-ordinator role will need to be added to that user first. Please use PowerPoint #102 – “Create New User Accounts on SOAR” for reference

4. Click on the “Add Co-ordinator” button5. Click “Save”

• Click on the “PC/SC Appraisee” tab

• Select Co-ordinator from the drop-down menu

• If Co-ordinator is not in list, the user will need to be assigned the Co-ordinator role first

• Click “Add Coordinator”

• Click “Save”

Further support• Medical Appraisal Scotland website:

– 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.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)