1. Quality Education for a Healthier Scotland Appraisee wants changes made to Form 4 for Appraisers (Primary and Secondary Care)

2. Making changes to Form 4 Only Appraisers can create and edit Form 4 (for Quality Assurance purposes) When forwarded to Appraisee, Form 4 is locked from further editing To make changes, Appraisee needs to make a Change Request This unlocks Form 4, allowing you to edit as appropriate

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. Form 4 – Change Request (1/2) Change Request has to be made by Appraisee But they will not be able to make a Change Request if Form 4 has not been forwarded – in which case you are still drafting Form 4, so edit as required If you are still drafting Form 4, you will see the formatting toolbar in the comments boxes on the form

5. Form 4 – Change Request (2/2) When Form 4 is signed off, the appraisal is marked as completed and is archived If Appraisee wants to make changes to Form 4 at this stage, you need to request this via Health Board Admin (or SOAR Helpdesk) Appraisee will not be able to amend submitted Appraisal Forms via Resubmit, but can add further documentation if required (e.g. MSF, PSQ etc) Appraisee instructions (and Admin instructions) are available in separate Powerpoint slideshows

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)