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Use the links below for more information on:
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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.
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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
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To add a note to an individual item:
- Click
to the left of the item in the table, or view the item and click 
at the top of the page. - Enter your personal annotations into the “Private Notes” text box, and any shared notes into the “Shared Notes” text box
- Click
Viewing/Editing Appraiser Notes
To view/edit a note:
- Click
(or 
for an item note) - Make your changes in the text box and click
Deleting Appraiser Notes
- Click (or for an item note)
- Delete all of the text and click
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As an Appraiser you can adjust an appraisee's CPD scores if you feel they are
To adjust CPD scores:
- Click
- Enter new values into the "credit" and "planning" text boxes.
You can also change whether credits are marked as internal or external, or whether impact is claimed if these settings are enabled in your organisation.
- Once you have made your changes, click
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To access your inbox:
Click “Messages” in your top menu bar
New, unread messages are highlighted in bold text
Old messages you have already read are in regular font.
Actions
To read a message:
- Click
in the actions column. - Click
or - Click
to leave the message as unread.
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Please Note: You will not be asked for confirmation before deleting a message, and once it has been deleted it cannot be retrieved.
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Once you have completed the appraisal, your Organisation may require you to complete a feedback questionnaire to allow them to adjust their appraisal process according to the thoughts of their members.
If ORSA questionnaires have been enabled by your organisation you will be prompted to complete it after signing off the appraisal.
The questions focus on:
- How long the appraisal took
- the organisation systems and support
- Your skills as an Appraiser
Choose an answer for each question and click 
There are four pages to complete. Once you have answered all of the questions, click 
.
Click here to see the questions you will be asked.
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We have updated our appointments feature and added new, easy to use, functionality to afford you greater control over booking your meetings.
Appointments have been renamed “Appraisal Meetings” and you can now make slots available to your Appraisees according to time and date.
To add your availability:
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To view your upcoming appointments:
- Click “Upcoming Meetings” in the left navigation bar
You can now export your booked appraisal meetings to your external calendars, including outlook and google:
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To view a list of Appraisees that have not yet made an appointment:
- Click “Appraisees without Meeting” in the left navigation bar
- You can filter your Appraisees by their appraisal due date – simply click one of the options (as shown below).
You can send a reminder to Appraisees that have yet to book a time slot for their appraisal meeting. Simply:
- Tick the boxes next to any Appraisees you want to send a reminder to
- Click
To view your past appointments:
- Click “Past meetings” in your left navigation bar
- You can search for a particular meeting using the search bar at the top of the page.
Managing your appointments:
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Changing Meeting Details:
If an appraisal meeting has been booked, you can suggest a new time or location for to your Appraisee:
- View the meeting details
- Click
Or
- Enter the new time or location and click
Your Appraisee can accept or reject these changes. If they reject them they can suggest their own adjustments which you can accept or reject.