(6) Who are appraisal co-ordinators?

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Who are Appraisal Co-ordinators?

The Appraisal Co-ordinator role is for those who need to be informed of the appraisal process but are not involved in it. This would include:

• Line Managers
• Clinical Directors
• Associate Medical Directors
• University Administrators (can perform admin functions but only for those Clinical Academics assigned to them)

Assigning a Co-ordinator

1. Follow steps as outlined in item 5 and navigate to the user's "Appraisee" tab
2. Select Co-ordinator from 'Appraisal Co-ordinator Assignment(s)' drop-down menu.**
3. Click on the 'Add Co-ordinator' button
4. The addition should then be saved automatically

** If the required Co-ordinator does not appear in drop-down list, the Co-ordinator role will need to be added to that user first. Please see item 2 on creating user accounts for reference.

Allocating appraisees to co-ordinators

Once the co-ordinator role has been assigned, the last step is to link them to appraisees.

Appraisal co-ordinators have the same access as Admins except they can only access those linked to them - by yourselves.

For primary care admins, because this function is not used as commonly as secondary care, you can only assign appraisees to co-ordinators on an individual basis (see steps outlined in item 5 to get to the "Appraisee" tab and update there).

For secondary care admins, you could assign them individually as above, or use the batch function as described in item 5b to assign appraisees to a co-ordinator.

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