Assigning co-appraisers

Assigning co-appraisers

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If the appraisee is a Clinical Academic with an honorary role with the NHS, they will typically require (1) the Academic Medicine form enabled for their completion; and (2) a university (co)appraiser assigned.

Both steps are actioned under the user's Appraisee tab (in their profile):

1. Tick the corresponding tickbox in the widget near top right of page (this enables the additional academic medicine form for the appraisee to complete); and
2. allocate the university appraiser (assuming it's a different person to the main NHS appraiser) as a co-appraiser in the dropdown menu in the widget.
   • If it's the same appraiser representing the NHS and the university you do not need to assign a co-appraiser (although this is quite rare).

Please note the above steps describes how a co-appraiser is assigned to the user's profile.  For the co-appraiser to be included in the appraisal process, they have to be assigned BEFORE the appraisal meeting is created on SOAR; otherwise the co-appraiser will not appear in the appraisal and will not be able to review the appraisee's forms nor sign off the Form 4 summary.

If the co-appraiser allocation is changed or incorrect and this is discovered after the appraisal has been created, you can manually add/edit the co-appraiser details on the appraisal meeting details page (see 5) so long as the Form 4 has not been forwarded or signed off.  If it has, then you will need to contact the SOAR helpdesk for assistance and copy in the appraisers also (process at this stage would involved appraiser taking a copy of the Form 4, then deleting the Form 4, update the co-appraiser assignment, then appraiser can recreate the Form 4).

This page was last updated on: 08/08/2025