trainee revalidation on soar an overview of the online processes

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Trainee Revalidation on SOAR An overview of the online processes

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Page 1: Trainee Revalidation on SOAR An overview of the online processes

Trainee Revalidation on SOAR

An overview of the online processes

Page 2: Trainee Revalidation on SOAR An overview of the online processes

Outline

• Overview of online processes on SOAR

• Completion of declarations by Trainees

• Revalidation

• Further support

• www.appraisal.nes.scot.nhs.uk• Follow appropriate redirection to login

Page 3: Trainee Revalidation on SOAR An overview of the online processes

SOAR login requests

Administrator

Assigning of Ed Sups and

Training Program

Director (TRD)

Health / Probity /

Complaints / Work History Declarations

(system initiated,

manually or automatically)

Trainee

Complete Declarations

Submit toEd Sup for

review

Ed Sup signs off

declaration; and notes any issues arisen

in the declarations

or the discussions

Ed Supervisor

TPD review declarations and

ARCP

TPD

Makes suggested

“Outcomes” to support

Revalidation

PgDean / RO

Revalidation recommendation for all green / OK

(batch)

Review outcomes of

others (individually)@

@

GMC Connect

Electronic processes on SOAR for Trainee Revalidation

Confirmation of Revalidation outcome

Page 4: Trainee Revalidation on SOAR An overview of the online processes

Overview of SOAR

• Standard secure login website

• Trainee data imported from Pinnacle (nightly)

• Only action Trainees are asked to do on SOAR is complete self declarations

• www.appraisal.nes.scot.nhs.uk• Follow appropriate redirection to login

Page 5: Trainee Revalidation on SOAR An overview of the online processes

• Login

• Login details automatically sent

• If not received, Request Login (select Trainee)

Page 6: Trainee Revalidation on SOAR An overview of the online processes

• Welcome Screen

• My Details – mostly for info

• My Declarations – for completion

Page 7: Trainee Revalidation on SOAR An overview of the online processes

• Pinnacle data imported nightly

• If information is not accurate, contact us with details of correction

Page 8: Trainee Revalidation on SOAR An overview of the online processes

• SOAR Details = login details

• Preferred e-mail address• If different from Pinnacle import

• No one has access to user login details

• We can only reset logins

Page 9: Trainee Revalidation on SOAR An overview of the online processes

• ARCP information imported from Pinnacle

• “Outcome to Support Revalidation”• Marked by TPD

• Reviewed by PgDeans

Page 10: Trainee Revalidation on SOAR An overview of the online processes

• History of annual declarations

• Issues / No Issues brings up Educational Supervisor comments

Page 11: Trainee Revalidation on SOAR An overview of the online processes

• Revalidation recommendations made by Responsible Officers• “24h delay” built in for cancelling / amending recommendations• SOAR will be updated when GMC accepts RO recommendations

Page 12: Trainee Revalidation on SOAR An overview of the online processes

Completion of Declarations

• Available upon first login

• New declarations to be set up automatically 9 months* after sign off by Educational Supervisor

• Health

• Probity

• Complaints

• Work History* To be confirmed / built

Page 13: Trainee Revalidation on SOAR An overview of the online processes

• To complete the declarations:• Click “My Declarations”• Click on Notepad icon

(this takes you to the declaration details)

Page 14: Trainee Revalidation on SOAR An overview of the online processes

• Declaration Details• Declarations (Health / Probity / Complaints / Work History)• Submit declarations AFTER completing the declarations• Educational Supervisor’s comments

Page 15: Trainee Revalidation on SOAR An overview of the online processes

• Health Statement• Yes / No questions

• Comments if required

• Tick boxes• Option to upload files if required• Finish by clicking Save

Page 16: Trainee Revalidation on SOAR An overview of the online processes

• Probity Statement• Same format• Yes / No questions

• Comments if required

• Tick boxes• Finish by clicking Save

• Same forms for all doctors

Page 17: Trainee Revalidation on SOAR An overview of the online processes

• Complaints Statement• Same format as before

• Yes / No questions• Comments if required• Tick boxes• Upload supporting info

• Finish by clicking Save• “All info is true to best of my

knowledge” tick box near bottom – don’t forget to tick this!

Page 18: Trainee Revalidation on SOAR An overview of the online processes

• Work History• For each place worked at in last 12 months:

• Dates (From / to)• Place of work• Description of work

• Option to Edit or Delete• Option to “Add New Work History”• Finish by clicking Save

Page 19: Trainee Revalidation on SOAR An overview of the online processes

• Return to “Details”…

• …To submit declaration

• You will be prompted with an “Are you sure?” box

Page 20: Trainee Revalidation on SOAR An overview of the online processes

• “OK” to proceed

• SOAR will email Ed Supervisor

• Who logs in to review your submitted declarations

Page 21: Trainee Revalidation on SOAR An overview of the online processes

• Ed Supervisor will add additional comments as appropriate

• Any answers where Trainees were asked for additional comments will be highlighted as “issues”

• Any “issues” highlighted will require the Supervisor to enter comments to ensure discussions were had around this.

• Supervisor sign off near bottom of page

Page 22: Trainee Revalidation on SOAR An overview of the online processes

Revalidation

• Responsible Officer = NES Medical Director• Recommendation will be based on:

• Completion of Declarations• Signed off by Educational Supervisor• Reviewed by Training Program Director• Post-grad Dean to suggest Outcome to RO• Other information available to RO / PgDean

Page 23: Trainee Revalidation on SOAR An overview of the online processes

Further Support

• For technical queries relating to SOAR, please email [email protected]• We need your GMC number

• Which Deanery/Region you are in

• Description of problem

• For other general training programme queries - please contact your local deanery for further assistance