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Use the links below for more information on:

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Appraiser notes


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Adjusting CPD


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Messages


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Post appraisal (ORSA) feedback


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Appraisal meetings


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notes
Appraiser notes

While you are viewing an appraisee's appraisal you can make notes on certain items by using the Appraiser Notes function. You can use Appraiser Notes to make personal annotations and share notes, tips and advice with your Appraisee.

Private notesShared notes

These notes are personal to you. You should use them to make personal annotations when reviewing the appraisal evidence.

Nothing you write as a Private Note will be visible to anyone else in the appraisal process, even after the appraisal is completed.

These notes are visible to your appraisee at all times. As soon as you add the note, it is published to the appraisee so they can read it and begin preparing to make any necessary changes

If you revert the appraisal status to "entering evidence", the notes will stay visible so the appraisee can read them when editing their evidence.

Once the appraisal is completed anyone with the correct permissions (some Administrators, the Responsible Officer, future Appraisers etc) will be able to view these notes.

You can add a note to a whole section of the appraisal or against individual items.

Adding Notes

To add a Section Note:

  • View the appraisal and go to the section you wish to review
  • Click Image Added
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