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Before you can sign off an appraisal you must ensure all of the Clinician's Last Year's PDP items have a status. |
You can assign statuses to Last Year's PDP items by viewing the appraisal and clicking "Last Year's PDP" under Section 2 in the left navigation bar.
Click
to the right of the item you wish to edit
Select a status from the drop down menu
If you select "Complete" as a status, you must enter the date of completion then click
in the top right corner.
If you select "Current", "Proposed Carried Forward" or "Proposed Dropped" as a status, you should enter the reason into the text box below and click
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'Current' and 'Proposed Carried Forward' are essentially the same action. The difference being that a PDP marked 'Current' hasn't passed the target completion date. 'Proposed Carried Forward' would be applicable if the PDP has passed the target completion date.
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- View the appraisal and click “Proposed PDP” in the left navigation bar.
- Click
- Click
to agree the PDP - You can only accept Proposed PDPs in the Agreed PDP section in Section 3 of the appraisal.
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- Click “Agreed PDP” in the left hand dashboard
- Click
in the top left corner of the table
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This will move the items from 'Proposed PDP' to 'Agreed PDP' and will make them available for your appraise to work towards over the next year.