1 / 7

Look up incomplete appraisals

This PowerPoint guide streamlines appraisal tracking for both primary and secondary care professionals. Appraisers can easily identify incomplete forms and stay organized. It provides step-by-step instructions for filtering results and chasing up incomplete appraisals. The tool assists both administrators and appraisers in managing interviews effectively. Additional resources and support contacts are also provided for further assistance.

mmaddux
Download Presentation

Look up incomplete appraisals

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Look up incomplete appraisals for Appraisers and Administration teams (Primary and Secondary Care)

  2. Incomplete appraisals • There are a couple of reports for administrators to check who they need to chase up to complete appraisals, but these reports are not available to Appraisers • This Powerpoint slideshow shows a more straightforward way of checking who needs to be chased up • All you need to do is login to SOAR, and click on “Interviews” from the menu • Same steps for Primary and Secondary Care Admin and Appraisers

  3. All interviews scheduled in Health Board are listed • Need to filter results • You can filter search by: • Interview Status • Form 4 Status • Interview dates • Appraisal Period • Appraiser(surname) • Instructions for Appraisers: • Appraisers will only be able to view interviews they are appraiser for • Appraisers cannot delete interviews • Instructions for Admins: • Admin teams can access all interviews in Health Board • Admins can delete any duplicate interviews • If you are unsure which interview to delete due to incomplete forms, contact SOAR Helpdesk for assistance

  4. Search for incomplete interviews • Set Interview Date range (From/To) • (or Appraisal Period) • With date range set, you need to do two searches: • Set Interview Status to Unconfirmed and Search • This lists all interviews scheduled within a defined period, where the Appraisee has not yet submitted their forms • Set Interview Status to In progress and Search • This lists all interviews scheduled within a defined period, where appraisee has submitted forms and is awaiting Form 4 sign off • You can define this list further with Form 4 status

  5. Interview and Form 4 Statuses • Interview Status: • Unconfirmed (No forms submitted by Appraisee) • In Progress (Forms submitted by Appraisee) • Form 4 Status: • Not Created (Awaiting Appraiser to create) • Draft (Awaiting Appraiser to finalise and forward) • Forwarded (Awaiting Appraisee to review and sign off • Change Request (Awaiting Appraiser to review request and re-forward Form 4)

  6. Chasing up • Local protocols are in place regarding who chases up the Appraisees, but… • SOAR automated email reminders will kick in at 2-week and 4-week intervals, from creation of Form 4 • At 2 weeks, email goes to whoever needs actioning • At 4 weeks, email goes to Appraiser and Admins • After 4 weeks, it is up to local teams to chase up • Some Health Boards may send letterheaded reminders to Appraisees urging action • Some Appraisers may give Appraisees a phone call to remind them, etc • If you appraise in more than one Health Board, please check with Admin teams if you are not sure about local protocols (each Health Board will be different)

  7. 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)

More Related