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Create and Edit Form 4

Create and Edit Form 4. for Appraisers (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 For Quality Assurance purposes, only the Appraiser can draft the Form 4

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Create and Edit Form 4

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  1. Create and Edit Form 4 for Appraisers (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 approves forwarded draft

  3. Overview: Form 4 process Appraisee Appraiser Process completed: automated email confirmations sent Complete Appraisal Docs (Forms 1 - 3) Reviews submitted Appraisal Docs Agrees and Signs Agree Confidentiality Statement (MUST) APPRAISAL INTERVIEW Disagrees Signs and Forwards Submit Appraisal Forms (MUST) Drafts Form 4 summary Requests changes

  4. Navigate to interview details • Navigate to Interview details in order to create Form 4 (for that interview) • Use Powerpoint slideshow “Look up Appraisal details” as reference • Quick recap: • Login to SOAR (as Appraiser) • Click on “Interviews” • Locate interview and click on corresponding notepad icon

  5. When in Interview details, click on “Create Form 4” button • This creates the Form 4 and you will automatically be taken there

  6. Three sections to complete: • Summary of Discussion • Summary Assessment of Supporting Information • PDP • Click “expand” to open each section • You are not expected to complete this in one sitting, use the Save button as required • When finished, click “Approve and Forward to Appraisee” for their review and sign off • Form 4 will then be locked from further editing • When Appraisee signs off / approves Form 4 – interview is completed • If Appraisee makes Change Request, Form 4 will be unlocked for you to make changes as appropriate

  7. In section A, you are asked to provide a 0, 1 scoring against each of the Core Elements • The scores will populate the table in section B • Until Form 4 is signed off, the scores on section B will remain as “TBC” • GP Form 4 has an additional question, asking if the appraisee is on-track to provide sufficient info for Revalidation • If the Appraisee has completed the Appraisal Forms correctly, PDP (section C) should be auto-populated – leaving you to amend as required following appraisal discussions • If not, you can add the learning items in PDP section manually instead • GP PDP more structured/reflective • Secondary Care PDP more straightforward

  8. 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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