1. Quality Education for a Healthier Scotland Dealing with SOAR Login Requests For Deanery Teams

2. Dealing with Login Requests Trainees may approach you for help with login: – By Telephone – By Email Users are encouraged to submit SOAR Login Request form Currently, Trainee login requests are sent to: – Vicky.Hayter@nes.scot.nhs.uk Vicky.Hayter@nes.scot.nhs.uk – Laraine.Wood@nes.scot.nhs.uk Laraine.Wood@nes.scot.nhs.uk Submitting the Login Request Form does NOT automatically create or update the user account – you (as Admin) need to action this, following local checks

3. Example login request email from SOAR

4. Checking the Trainee details (1/2) Check to see if the user is on Pinnacle If not on Pinnacle, refer to the deanery regional procedure and await user’s addition Trainee doctors are added to Pinnacle from UK national systems – (after a number of checks are performed)

5. Checking the Trainee details (2/2) Search for existing account on SOAR – Search GMC number, email and spelling of surname Amend login details – Check “last updated” date (in case already actioned by someone else) – If account locked: unlock, save, then reset Accounts are locked if user provided correct login name and password – but entered incorrect security question 3x times – Assign dummy password (at least 8 characters long and alpha-numeric); or – Use Reset button to wipe password and security questions System will send automated email to Trainee confirming their new login details

6. Search terms Surname GMC number Current region Click on name to access details

7. Displays Pinnacle imported data Shows summary of declarations SOAR Login details -Trainee can provide different email address (e.g. home email) -Change password if user forgot password -Set account to “unlocked” if locked -(and Save before next action) -Reset if Trainee forgot Security questions or is struggling to login for whatever reason

8. Trainee not on SOAR? Check Pinnacle All Trainee data on SOAR is imported from Pinnacle in an overnight process If a Trainee’s start date is set in the future, the Trainee’s details will not get imported until that date Check for Start Date typos (e.g. entering wrong year by accident) Email SOAR@nes.scot.nhs.uk for further investigationSOAR@nes.scot.nhs.uk

9. 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)