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Appraisal Form 4 (Summary): Review, Edit, and Approve

Appraisal Form 4 (Summary): Review, Edit, and Approve. for Appraisees (Primary and Secondary Care). Appraisal Form 4 (Summary). Form 4 is a summary document of the appraisal discussions It is used by Appraisees as proof of their appraisal

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Appraisal Form 4 (Summary): Review, Edit, and Approve

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  1. Appraisal Form 4 (Summary):Review, Edit, and Approve for Appraisees (Primary and Secondary Care)

  2. Appraisal Form 4 (Summary) • Form 4 is a summary document of the appraisal discussions • It is used by Appraisees as proof of their appraisal • For Quality Assurance purposes, only the Appraiser can draft the Form 4 • Appraisee reviews and approve forwarded draft

  3. What is on Appraisal Form 4? • Summary of agreed actions and outcomes as per appraisal discussions • Overview and summary (if applicable) of self declarations on Health, Probity, and Complaints • Overview of Core Elements’ Supporting Information submitted in current and previous appraisals • Agreed learning needs from Form 4 will form the Appraisees’ PDP for the year ahead • Signed off Form 4’s can be exported as PDF

  4. How to review my Form 4? • If you have not signed off your Form 4, SOAR will send email reminders at 2 and 4-week intervals – follow the provided link in the email • To review your past Form 4’s: • Login to SOAR • Navigate to “My Appraisals” • Decide the appraisal you wish to review, and click on the notepad icon • Go to the Form 4 tab

  5. Login to SOAR • Click My Appraisals • Click Appraisals tab • Your Appraisal History is listed, latest one at the top • To view an appraisal’s details, submitted forms / docs, or the Form 4 (if done using SOAR), click on the corresponding notepad icon under the “Edit” column • For GPs, brown notepad icons mean that appraisal was done using online appraisal forms; white icons signify old/paper forms • For Secondary Care users, only appraisals done using online forms are recorded on SOAR

  6. When in Appraisal details, click Form 4 • Expand each section to review in full • If Form 4 has been approved/signed off, you can save it as a PDF • If you were changing jobs (outside of Scotland) you can use this PDF as proof of your appraisal • You cannot edit Form 4 – all changes have to be done by the Appraiser

  7. Why can't I make changes to my Form 4? • For purposes of quality assurance (of Appraisers), and for avoidance of collusion, only the Appraiser can draft and edit Form 4 • If you have changes you wish to make, or you spot a mistake on your Form 4, make a "Change request" once the Form 4 has been forwarded to you • You will be asked to document the changes you wish the appraiser to make (e.g. "typo in paragraph 2 under domain 1"; or "missed discussion about my medication" etc).

  8. To make a Change Request: • Click Change Request • Enter details of your change request in the pop up box • Use the Hide button to return to the Form 4 to check the content • When you click Change Request again, the text entered will still be there • Click Submit to send the request to your appraiser • History of sign offs is recorded on Form 4

  9. I am happy with the form, how do I sign it off? • “Approve Form 4” button is near the bottom right of page (above the “Change Request” button mentioned) • Once the Approve button is clicked, the appraisal process on SOAR is complete • SOAR will send an automated email confirmation to: • Appraisee • Appraiser • Health Board Administration team

  10. Approve Form 4: • Appraiser will forward Form 4 to you when it is finalised • Review it, and if happy with it, click Approve Form 4 • You will be prompted with an “Are you sure?” message – click OK to proceed • Form 4 is signed off, and appraisal process is completed – SOAR will email automated confirmations • Sign off is recorded at bottom of Form 4

  11. Who can see my Appraisal Form 4? • Appraisee (you) • Your current assigned Appraiser • Your Local Appraisal Adviser / Appraisal Lead (for Quality Assurance of Appraisers) • Your Responsible Officer • The above have access to your Form 4 • Apart from you and your current assigned appraiser, NO ONE will have access to your submitted Appraisal Forms and documents

  12. Further support • Medical Appraisal Scotland website: • 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.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)

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