Quality Education for a Healthier Scotland Adding more documentation after appraisal has been signed off for Appraisers and Appraisees (Primary and Secondary Care)

Appraisal Forms reset after interview sign off (1/2) When an interview is completed, all appraisal forms and documents associated with this appraisal are archived; and Appraisee’s draft Form 3 is wiped/reset to allow for preparation of next appraisal Forms 1 (Background) and 2 (Job You Do) are not reset. Appraisees only need to edit details if there are any changes

Appraisal Forms reset after interview sign off (2/2) Because of this Form 3 reset function, it is NOT possible to amend submitted Forms after interview has been completed But you can add further documents if required This requires Form 4 to be unlocked, which means asking Health Board admins (or requesting via SOAR Helpdesk)

After Form 4 is unlocked, Appraisee navigates to Interview details page There should now be an additional tab along the top, “ Additional Documentation ” When adding docs make sure to add a Short Description and assign a folder Click button to upload docs directly here When finished, Appraisee can click the “ Notify Appraiser ” button, which triggers a system- automated to the Appraiser Appraisees will not be able to link documents from the Documents Library if they’ve already been submitted to the interview Any documents uploaded directly here will be stored/copied to Library as well

Appraiser reviews the submitted documents Tick the “ Seen by Appraiser ” tick box to date stamp (this lets the appraisee know you have reviewed the document) Amend Form 4 (if appropriate) and re- forward to appraisee for sign off When interview is signed off again, the newly added documents will also be archived to the appraisal

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)