Quality Education for a Healthier Scotland

Track Appraisal Progress

For Administration Teams(Primary and Secondary Care)

Tracking appraisals

• Log on to SOAR• Select the ‘Interview’ link on the left

of the page to get search functionality

• You can filter your search by:– Interview status– Form 4 status– Form 5 status

Interview Status

• ‘Unconfirmed’ – Appraisal Forms not submitted and Confidentiality Statement not yet accepted

• ‘In progress’ – Appraisal Forms have been submitted

• ‘Completed’ – Interview complete, Form 4 (summary) signed off

• ‘5A’ – Exemption from Appraisal form submitted

Click on “Interviews”

Click on “Interviews”

Choose a filter...

Choose a filter...

Click on searched results headings to sort

in order

Click on searched results headings to sort

in order

SOAR Reports

• There are a number of SOAR Reports which you may find helpful– Appraisees due MSF/PSQ– View Interviews by specific dates– Number of Appraisals in specified periods– And many others: click “Reports” on menu

• If there is a report you need but we don’t have on SOAR – contact us!

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)