This section guides you through different actions you can take in the "Appraisals" area of Appraisal Toolkit.
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Use the links below to see information on:
Appraisal statuses
| Open | The appraisee has been allocated an appraisal but has not yet started to enter evidence. |
| Entering Evidence | The appraisee is in the process of filling out the appraisal forms. |
| Ready to Appraise | The appraisee has submitted their appraisal to you but you have not yet started review it. |
| Appraising in Progress | You are in the process of reviewing the appraisal |
| Awaiting Appraisee Sign off | You have reviewed the appraisal, had the appraisal meeting, written the appraisal outputs and signed off the appraisal. You are now waiting for the appraisee to review the appraisal outputs and sign off. |
| Complete | Both parties have signed off the appraisal and it is considered complete. |
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- Click
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To view an appraisee’s current appraisals
- View the appraisee’s details (as above)
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- In the current appraisals tab click
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To view an appraisee's historic appraisals
- View the appraisee's details (as above)
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- Click the Historic Appraisals tab to view a list of all the uploaded Historic appraisals the appraisee has added to Appraisal Toolkit.
- Click Image Added to the right of the appraisal you wish to view
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Viewing your appraisalsAll Appraisals
To view a list of all of the appraisals you have performed, are reviewing or that have been submitted:
- Click Appraisals in the top menu bar
You will be taken to the “Appraisals” overview page.
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- You can also search for a specific appraisal by entering the appraisee's name, email address or GMC number into the search box.
- To view the details of an appraisal, click
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Current Appraisals
To view a list of appraisals you are currently appraising:
- Click Appraisals in the top menu bar
- Click Current Appraisals in the left navigation bar
- You can sort the list alphabetically or by date by clicking the headings at the top or the table.
- To view the details of an appraisal, click Image Added
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Payment statusesTo assign a payment status to your appraisees:
- Click Appraisals in the top menu bar
- Click 'Payment Status' in the left navigation bar
- Enter the dates claimed and dates paid manually (dd/mm/yyyy) or by clicking the calendar icon
- Enter an invoice reference in the Invoice column
- Click
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