Quality Education for a Healthier Scotland

Grant Access toFormer Appraisees

For Administration Teams(Primary and Secondary Care)

Former Appraisees

• On occasion a former appraisee may request temporary access to their previous appraisals’ documentation on SOAR.

• Former appraisees would include:– Doctors who have moved from Primary to Secondary

Care (or vice-versa). These doctors can only access appraisals for

their current role so a temporary role will need to be set up to access previous appraisals

– Doctors who no longer work in Scotland– Doctors who moved abroad

Granting Access to Former Appraisees

1. Find User on SOAR and click on “Roles” tab2. If the account has been archived it will need to be

made “Live” first, and click Save – then:3. Select either PC or SC Appraisee Role (dependent on

their previous role/access they require)4. Select Health Board as “Other” – Do NOT use any

other Health Board for this purpose5. Click “Save”6. User can now access SOAR using previous login details7. Add an Admin Note, provide details on why the account

was added to “Other” Health Board8. Ask the user to inform you once they no longer require

access, so the account can be re-archived accordingly

• Click on the “Roles” tab

• If the account is Archived it will need to be made “Live” first (and then click “Save”)

• Select the user’s Role from the drop-down menu

• Select the Health Board from the drop-down menu as ”Other”

• Click the “Add New Role” button

• Click “Save”

“Other” Health Board

For your information…• As our internal protocol, we check users in the

“Other” Health Board periodically• We will check for the users’ Admin Notes first,

before making contact with the user to see if they still need access to SOAR

• Upon user confirmation, we will either– Remove the user role and re-archive the account; or– Leave the account as is to allow user more time

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)