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Overview of Form 4 processes on SOAR

Overview of Form 4 processes on SOAR. for ALL roles associated with Academic Appraisals on SOAR (Primary and Secondary Care). If you do not know how the Appraisal process or Form 4 works, please review other guides first

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Overview of Form 4 processes on SOAR

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  1. Overview of Form 4 processes on SOAR for ALL roles associated with Academic Appraisals on SOAR (Primary and Secondary Care)

  2. If you do not know how the Appraisal process or Form 4 works, please review other guides first • This PowerPoint is created as supplementary guidance for Academic Appraisals on SOAR

  3. Form 4 process: After Appraiser has drafted Form 4 Appraiser = APR Co-Appraiser = CoAPR Appraisee = APEE Approve and Sign? Form 4 signed off No Yes APR and CoAPR sign-offs are removed, APR and CoAPR receives email notification of change request, Form 4 process repeats with APR editing it as appropriate, and then forwarding to CoAPR etc Has CoAPR signed off? APR sends (signed) Form 4 to CoAPR Appraiser Appraisee Yes If APR makes changes to CoAPR draft, then CoAPR sign off is removed Process completed: automated email confirmations sent No Co-Appraiser Co-APR makes changes, APR sign off is removed, edited Form 4 returned to APR Approve and Sign? Co-APR signs and sends to Appraisee Yes No

  4. Form 4 processes • Main Appraiser creates interview • Appraisee completes and submits appraisal forms • Appraiser and co-Appraiser review submitted forms and documents • Joint Appraisal takes place • Main Appraiser drafts Form 4, signs and forwards to co-Appraiser when finished • Co-Appraiser reviews Form 4: • Signs and Forwards to Appraisee if ok with form; or • Makes changes and returns to Appraiser if not • Appraisee receives Form 4 when both Appraisers sign: • Reviews and signs Form 4 if ok with form; or • Makes change request if not – form is returned to Appraiser

  5. Appraiser creating Form 4: • Make sure co-Appraiser is included in interview first • Click “Create Form 4” • 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 • In Section A, there is an additional “Academic Medicine Summary” to be completed • When finished, click “Approve and Forward to Co-Appraiser” for their review • When forwarded, Appraiser “sign off” is added and Form 4 is locked • Co-Appraiser will be notified via system auto email

  7. Co-Appraiser to review: • Content of drafted Form 4 • If no further changes are required, Co-Appraiser approves and forwards to Appraisee for their review • If changes are needed, Co-Appraiser “Unlocks Form 4 for Editing”, makes the changes, and returns form to Appraiser for their review and sign off (again) • Form 4 goes back and forth between Appraiser and Co-Appraiser until both have approved • When both have approved, Form 4 is sent to Appraisee for their review and sign off • Appraisee will receive auto email requesting review: • When Appraisee approves, interview is completed

  8. Further support • Medical Appraisal Scotland website: • www.appraisal.nes.scot.nhs.uk • Resources, FAQ and other useful sections • Local Administration teams: • Contact info on Medical Appraisal Scotland site • 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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