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 Appraisee 2.Click on the “ PC/SC Appraisee ” tab 3.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 ” button 5.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: – – 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)