Quality Education for a Healthier Scotland

How to unlock Form 4after appraisal is

completedfor Local Administration

Teams(Primary and Secondary Care)

Overview

• There are two possible scenarios where you (the local admin) might get asked to unlock a signed off Form 4:– To allow the Appraiser to amend Form 4;

or– To allow the Appraisee to add further

documents to the appraisal (MSF, PSQ etc)

• Both will require the unlocking of Form 4 in the first instance

Unlock a Form 4:1. Navigate to the

interview details page (remember it’s the notepad icon you need to click)

2. Click on Form 43. Click on Unlock

Form 44. Enter reason for

unlocking when prompted

5. Click Unlock

Enable Further Documentation

• Form 4 has now been successfully unlocked

• SOAR will email Appraiser and Appraisee confirming so

• The unlocked Form 4 allows the Appraiser to make changes as required

• To enable Appraisees to add more documents to the interview, there is one more step…

• On the unlocked Form 4 (from previous step) – click Enable Additional Documentation

• This creates a new tab, allowing the appraisee to add further documents to their appraisal as required

• That is all you (local admin) need to do• You will not, however, be able to view any

documents uploaded to the interview. That will remain confidential between appraiser and appraisee (same as submitted forms).

Further support• Medical Appraisal Scotland website:

– www.appraisal.nes.scot.nhs.uk– Resources, FAQ and other useful sections

• Local Administration teams (in other areas):– 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)