How to assign Appraisal Co-ordinators

1. How to assign Appraisal Co-ordinators For ALL roles associated with Academic Appraisal (Primary and Secondary Care)

2. 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

3. Assigning a Co-ordinator • Search and select the relevant Appraisee • Click on the “PC/SCAppraisee” tab • 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 • Click on the “Add Co-ordinator” button • Click “Save”

4. 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”

5. 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)