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Managing Additional Meetings in Appraisal Process for Appraisers - Step-by-Step Guide

Add extra meetings to your existing appraisal session easily. Safely document MSF/PSQ discussions, rescheduled meetings, and more without duplicating interviews. Improve efficiency. Access further support through official resources.

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Managing Additional Meetings in Appraisal Process for Appraisers - Step-by-Step Guide

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  1. Add New Meetings to an interview for Appraisers (Primary and Secondary Care)

  2. Add New Meetings (1/2) • There will be occasions where more than one meeting is required for an appraisal • Additional meeting to discuss MSF/PSQ; • Meeting got cancelled due to illness etc • To record additional meetings, DO NOT create another interview • Simply add meetings to original interview • Allows you to log how many meetings took place

  3. Login (as Appraiser) • Click on “Interviews” • Search for interview; and click on corresponding notepad icon • Don’t click on the names – this takes you to the user profile instead

  4. Click “Add new meeting date” • Enter details of new meeting • Note reasons/purpose of new meeting (e.g. new meeting to discuss MSF) • Click “Save” to finish • Repeat to add more dates as required 4

  5. Further support • Medical Appraisal Scotland website: • www.appraisal.nes.scot.nhs.uk • Resources, FAQ and other useful sections • Local Administration teams: • Contact details on Medical Appraisal Scotland • SOAR Helpdesk • Black “Help” box on right when logged into SOAR; • or SOAR@nes.scot.nhs.uk • 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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