Overview of form 4 processes on soar
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Overview of Form 4 processes on SOAR PowerPoint PPT Presentation


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Overview of Form 4 processes on SOAR. for ALL roles associated with Academic Appraisals on SOAR (Primary and Secondary Care). If you do not know how the Appraisal process or Form 4 works, please review other guides first

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Overview of Form 4 processes on SOAR

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Overview of form 4 processes on soar

Overview of Form 4 processes on SOAR

for ALL roles associated with Academic Appraisals on SOAR

(Primary and Secondary Care)


Overview of form 4 processes on soar

  • If you do not know how the Appraisal process or Form 4 works, please review other guides first

  • This PowerPoint is created as supplementary guidance for Academic Appraisals on SOAR


Overview of form 4 processes on soar

Form 4 process: After Appraiser has drafted Form 4

Appraiser = APR

Co-Appraiser = CoAPR

Appraisee = APEE

Approve

and Sign?

Form 4

signed off

No

Yes

APR and CoAPR sign-offs are removed,

APR and CoAPR receives email notification of change request,

Form 4 process repeats with APR editing it as appropriate,

and then forwarding to CoAPR etc

Has CoAPR

signed off?

APR sends (signed)

Form 4 to CoAPR

Appraiser

Appraisee

Yes

If APR makes changes

to CoAPR draft, then

CoAPR sign off is removed

Process completed:

automated email

confirmations sent

No

Co-Appraiser

Co-APR makes changes,

APR sign off is removed,

edited Form 4 returned to APR

Approve

and Sign?

Co-APR signs and

sends to Appraisee

Yes

No


Form 4 processes

Form 4 processes

  • Main Appraiser creates interview

  • Appraisee completes and submits appraisal forms

  • Appraiser and co-Appraiser review submitted forms and documents

  • Joint Appraisal takes place

  • Main Appraiser drafts Form 4, signs and forwards to co-Appraiser when finished

  • Co-Appraiser reviews Form 4:

    • Signs and Forwards to Appraisee if ok with form; or

    • Makes changes and returns to Appraiser if not

  • Appraisee receives Form 4 when both Appraisers sign:

    • Reviews and signs Form 4 if ok with form; or

    • Makes change request if not – form is returned to Appraiser


Overview of form 4 processes on soar

  • Appraiser creating Form 4:

  • Make sure co-Appraiser is included in interview first

  • Click “Create Form 4”

  • This creates the Form 4 and you will automatically be taken there


Overview of form 4 processes on soar

  • Three sections to complete:

    • Summary of Discussion

    • Summary Assessment of Supporting Information

    • PDP

    • Click “expand” to open each section

  • In Section A, there is an additional “Academic Medicine Summary” to be completed

  • When finished, click “Approve and Forward to Co-Appraiser” for their review

  • When forwarded, Appraiser “sign off” is added and Form 4 is locked

  • Co-Appraiser will be notified via system auto email


Overview of form 4 processes on soar

  • Co-Appraiser to review:

  • Content of drafted Form 4

  • If no further changes are required, Co-Appraiser approves and forwards to Appraisee for their review

  • If changes are needed, Co-Appraiser “Unlocks Form 4 for Editing”, makes the changes, and returns form to Appraiser for their review and sign off (again)

  • Form 4 goes back and forth between Appraiser and Co-Appraiser until both have approved

  • When both have approved, Form 4 is sent to Appraisee for their review and sign off

  • Appraisee will receive auto email requesting review:

  • When Appraisee approves, interview is completed


Further support

Further support

  • Medical Appraisal Scotland website:

    • www.appraisal.nes.scot.nhs.uk

    • Resources, FAQ and other useful sections

  • Local Administration teams:

    • Contact info on Medical Appraisal Scotland site

  • SOAR Helpdesk

    • Black “Help” box on right when logged into SOAR;

    • or [email protected]

  • 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)


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