For Primary and Secondary Care Appraisers
Please also see other resources available for Appraisers at bottom of page (or via sub menu on left)
We are pleased to confirm that the latest SOAR updates have been deployed. Our thanks for your continued patience and support.
We have redesigned SOAR with the aim of improving navigation and ease of use in mind, following user feedback collated and a review of our helpdesk queries from the past few years.
As part of the redesign we have created a new "Dashboard" for each user role. It is designed to bring key user functions and information to the user as soon as they login.
A new "Timeline" feature is available on the dashboard to show within an appraisal cycle, where they are at, what they still have to do - and with quick link to take them to the page that requires actioning (Accept confidentiality, complete forms, submit, etc).
An Appraisee should only have one timeline on their dashboard. If you login and see more than one timeline, it means you have an incomplete/open appraisal from the past that either needs manually closed off or deleted. Please contact the helpdesk for further assistance.
A new interviews list is available on their dashboard to show list of appraisals that's been scheduled and what the status is (forms submitted, Form 4 to be reviewed, etc). As part of this, there is also a feature that displays a list of all the appraisees who are due an appraisal within 3 or 6 months, so that you can make contact / necessary arrangements.
Similar features have been made for Admins, Appraisal Leads, ROs, and other Trainee related roles.
Previously we had a lot of users who were confused about uploading documents and the need to link them to Form 3. As a result, we have removed the "My Documents" facility on SOAR. All previously uploaded documents on SOAR are now held in the "Archived" section when you login, and they can be reused for future appraisals if so desired.
To upload documents now, it can only be done directly on Form 3 Domains.
The idea here is to help you focus on the appraisal you are working through, and to help / limit you to one appraisal at a time.
From the user feedback, we have redesigned the PDF of Form 4 so that it is a better formatted document. This allows Appraisees to download the new PDF and forward it to their relevant agencies or place(s) of employment as proof of appraisal.
In collaboration with NSS, we have developed a Sessional GPs Claim Form on SOAR.
The claim form will automatically appear on your appraisal pages once Form 4 has been approved. (You will also be reminded of this via system automated emails.)
The submitted claim forms are downloaed and processed by NSS in regular intervals (monthly/quarterly etc), and this all takes place outside of SOAR. We will only be able to show you when you submitted your claim forms and when the forms were downloaded by NSS.
Once forms have been downloaded by NSS, you can contact them directly for updates thereafter (contact details will appear on your submitted claim forms).
A new section has been added to the bottom of form 3 to allow Secondary Care users with trainer roles to add further information.
ROs and Appraisal Leads are now able to request permission to view an Appraisee's forms 1-3 through SOAR.
First agree a meeting date, time, and location with the Appraisee via phone / email etc (outside of SOAR)
There will be occasions where more than one meeting is required for an appraisal:
To record additional meetings, DO NOT create another interview
Appraisal Period is used to log WHEN an interview took place in fiscal years (1st April to 31st March) – rather than what materials were discussed
This is to satisfy Revalidation requirements and allows us to track whether an appraisee has
been maintaining their annual appraisals
We expect appraisal discussions to be centred around material within last 12 months/since
Form 5A is used in lieu of a Form 4 if the appraisee has a legitimate and valid reason for
exemption from appraisal in a particular appraisal year.
The Appraiser should consult with their Local Appraisal Adviser (PC) or Appraisal Lead (SC) before filling out this form.
NB: Form 5B is used to log anyone who fails to engage with the appraisal process.
This function allows you to contact groups of Appraisees, Appraisers, Local Admins, etc within SOAR – depending on your user role
As of mid-2018, a site-wide autosave function was introduced to all users.
By default, Autosave is disabled for all users.
But when enabled, it is triggered every 60 seconds, saving whatever form you were filling in. If you altered your form and tried to leave the page before the autosave kicked in, you will be prompted to save the content of your form before leaving the page.
However, there are compatibility and performance issues (speed) for those using Internet Explorer as their web browser.
We appreciate that it is not always possible to change or upgrade the web browser you use, especially if you are in hospital offices or using GP practice computers. So to remedy this, we made made the Autosave an opt-in function.
If you are using Internet Explorer and you experienced speed performance issues on SOAR, please consider using an alternative web browser first. If not possible, then you can disable the Autosave.
## As an Appraiser, please consider enabling the Autosave for the purposes of drafting Form 4s. ##
Autosave can be enabled / disabled by:
Please note - there will be some pages on SOAR where the Autosave is not applied. In these pages, the autosave status message in the header will display "Not available/applicable", indicating that you need to click Save on the page before progressing.
Where Autosave is enabled or not applicable, the status message will be blue.
This page was last updated on: 04/06/2015
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