Medical Appraisal Health Board Admin teams

(1) How do I deal with login requests?

How to search for a user on SOAR and amend their details (what to do with non medical users like dentists, public health or fellow admins etc)

(2) Create a new user account

If the person you are looking for is not on SOAR, you will need to create a new profile for them.

(3) Archiving user accounts

How to remove a user from SOAR and archiving their records.

(4) How do I grant access to former appraisees?

Former appraisees can login to SOAR to access their appraisal history to download their past Form 4s.

(5) How do I assign appraisers to appraisees?

Allocating appraiser to appraisees

(5a) How to assign co-appraisers?

For appraisees who are Clinical Academics with an honorary role with the NHS.

(5b) Assign an appraiser to a group of appraisees

Guidance on the different steps for primary care and secondary care admin teams.

(5c) How do I add an appraiser?

Appraisers are typically added to SOAR by the central team, but there are circumstances where you would need to add appraisers to the system yourselves.

(6) Who are appraisal co-ordinators?

Who they are and how to admins assign them.

(7) Tracking appraisal progress

How to track progress of appraisals in your health board

(8) How do I create an appraisal meeting?

How to create and delete an appraisal on SOAR

(9) How to create a Form 5A?

Creating a Form 5A (exemption of appraisal) and checking its progress

(10) Unlock a Form 4 after appraisal is completed

(11) What can I do with the revalidation dashboard?

Used to aid those admins with revalidation responsibilities.

(12) Reports available on SOAR

Outlining what reports are available on SOAR

(13) MARQA data

How to use the Prescribed Search function.