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Quality Education for a Healthier Scotland Creating New User Accounts on SOAR For Administration Teams (Primary and Secondary Care)

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Presentation on theme: "Quality Education for a Healthier Scotland Creating New User Accounts on SOAR For Administration Teams (Primary and Secondary Care)"— Presentation transcript:

1 Quality Education for a Healthier Scotland Creating New User Accounts on SOAR For Administration Teams (Primary and Secondary Care)

2 When to create a new user account on SOAR A new user account will need to be created if: A doctor is no longer a trainee (post CCT) – Trainee accounts are separate from the Primary and Secondary Care accounts on SOAR – Qualified/post-CCT trainees will need a new Primary or Secondary account created for appraisal – Trainee accounts will be archived post CCT A doctor is new to working in Scotland – SOAR is only used by those working in Scotland – Doctors joining from outside Scotland (England, EU, etc) will need an account set up – You may need to request a Form 4 equivalent to confirm they’ve been appraised

3 To create a new user account Check to ensure the user is not already on SOAR – Search GMC number, and spelling of surname Once assured user is NOT on SOAR: 1.Create the new user account Fill out the General Details for the new user Allocate a new login name and password 2.Add the user’s roles 3.Re-enter the password (to trigger an to the user)

4 Click on “ New User ” when logged in as administrator

5 Enter the new user’s GMC number Enter the new user’s name Enter the user’s address Fill out the rest of the General Details as appropriate Insert a new unique login name for the user Give the user a password Confirm the password Password must be at least 8 characters long and include a number Leave the “Security Questions” blank. The new user will add this information once logged in Click “ Save ” If the login name inserted is already in use you will be prompted to change it

6 When saved, a new “ Roles ” tab will appear - click on this Select the user’s Role from the drop- down menu Select the user’s Health Board from the drop-down menu Click the “ Add New Role ” button Click “ Save ” Return to the “ Details ” tab

7 Re-enter the password Confirm the password again Click “Save” This triggers an to the user informing them of their login details

8 Further support Medical Appraisal Scotland website: – – 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 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)


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