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As an Appraisal Administrator you can customise Appraisal Toolkit Clarity Appraisals to fit the settings of your organisation
Click "Organisation" in the top menu to go to the Organisation area.
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The Organisation area of Appraisal Toolkit of Clarity Appraisals allows you to add users to your organisation, customise appraisal and MSF settings and manage your users.
Use the links below for more information on:
Revalidation dates
To view a list of appraisees that have not yet entered their Revalidation date, or to manage the dates appraisees have entered into Appraisal ToolkitClarity Appraisals:
- Click Organisation Revalidation on the top menu
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- Click "AppraiseesWithout Revalidation Cycle" in the left navigation bar
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- Click
 or  under "Has Revalidation?" - Click
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You can set an appraisee's revalidation date for them by clicking 
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Inviting users
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This feature is only available to secondary care organisations. |
To invite users to join your organisation
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- Go to the Organisation area of Appraisal Toolkit
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- Click "Invite Users" in the left navigation bar
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- Click
 at the top right of the page - Enter the email address(es) of those you want to invite to join. Separate multiple addresses with a comma or semicolon. Please Note: you must send the email to the addresses that they will use to register (e.g. their NHS account)
- Enter a personalised message
- Click
The appraisee(s) will be sent an email (including your message if you added one) inviting them to join Appraisal Toolkit Clarity Appraisals as part of your organisation. You can monitor how many appraisees have accepted your invitations, how many have rejected the invitation and how many have not yet responded. |
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You can resend invitations if the recipient has not responded within 4 days.
- Click
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- Click the blue "ResendRe-send Selected" button
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Adding users
As an administrator you can add current users to your organisation and assign them roles. You can only add users who currently use Appraisal ToolkitClarity Appraisals, either within your organisation or as part of another.
To add a user's role to your organisation
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- Go to the Organisation area of Appraisal ToolkitClick Add User
- Click Add Appraisee (or the role you want to allocate to the user) in the left navigation bar
- Search for the user using their name, email address, or GMC number using the search box at the top of the page
- Click
 to the right of the user's name.
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Departments
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- Click
in the drop down menu - Click
to confirm
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Organisation settings
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- Appraisal Configuration (settings linked directly to appraisals within your organisation)
- Optional Appraisal Features (Enable and disable appraisal features to meet your organisation's requirements)
- MSF Settings (Adjust settings to change how MSF is managed within your organisation)
Click 
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Appraisal Configuration
- Choose how you want appraisal evidence to be collected
- Choose how you want the appraisals for your organisations spread out
- Choose whether you want Appraisal Toolkit to automatically create new appraisals for appraisees when their current appraisal is signed off
- Choose whether you want Appraisal Toolkit to automatically allocate the same Appraiser to new appraisals.
- Chose whether Appraisers can appraise the same appraisee in consecutive years.
- Determine how many appraisals an Appraiser can perform in an appraisal period
- Determine how many times an appraisee can be appraised by the same Appraiser.
- Appraisal self management - Choose whether to give your appraisees permission to adjust their appraisal evidence dates themselves.
- Auto-create appraisals for new users - Chose whether to set Appraisal Toolkit to auto-create an appraisal for newly registered users in your organisation.
For more information on each setting hover over the 
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Click 
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Optional Appraisal Features
Choose to enable or disable
- GMP Attributes and Assessment
- If you enable this setting, appraisees can map each item in their appraisals to the domains set out in Good Medical Practice
- ORSA Feedback
- If you enable this setting, your appraisees and Appraisers will be required to complete Clarity's ORSA questionnaire, giving you feedback regarding your organisation's appraisal process.
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Changes you make will be saved automatically.
MSF Settings
You can adjust the MSF settings to comply with your organisation's MSF process. Choose:
- The minimum required number of Patient and Colleague responses per cycle
- To enable or disable paper-based MSF
- If you enable this setting your appraisees can buy paper MSF packs from Clarity to collect feedback from patients. Click here for more details.
- If you have enabled Paper-based MSF you can pre-order paper packs for your appraisees. Click
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Appraiser training
To view a grid displaying all of the training undertaken by appraisers in your organisation:
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- Click Organisation in your top menu barClick Appraiser Training in your left navigation bar
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