Users and Appraisals in your organisation
Click 'Organisation' in the top blue menu bar to take you to the Organisation area of Appraisal Toolkit. This contains all of the information you need to know regarding users and appraisals in your organisation.
Use the links below for more information on:
Appraisals
To view a list of all of the appraisals in your organisation, go to the Organisation area of Appraisal Toolkit, then click 'Appraisals' in the left navigation bar.
You can search for a specific appraisal or set of appraisals using the filter and search function:
Filter the options according to year or status, or find appraisals with/without an appraiser, those that are late and/or those that are overdue :
- Use the drop down, the Yes/No buttons, and/or the tick boxes to create detailed search criteria
- Click
- You can clear searches by clicking
then
Search within your results:
- Enter the name, GMC number or email address of either the appraisee or appraiser
- Click
Please Note: You can only view appraisals if the status is "Complete"
Viewing users
Users from all roles within your organsiation are displayed withing role specific sections in the Organisation area of Appraisal Toolkit
We will use appraisees as an example as there are more interactions you can make, but there are sections for appraisers, administrators, assessors and responsible officers that can all be found in the left navigation bar and accessed in the same way.
To view all users:
- Click Organisation in the top blue menu
- Click 'All Users' in the left navigation bar
This will display all users in your organisation along with their role(s).
To view an individual user from your organisation:
- Click Organisation in the top blue menu
- Click Appraisees in the left navigation bar
This will show you a table containing all appraisees within your organisation, and their appraisal and revalidation details, you can use the filtering options on the left, and the search function at the top of the page to help find specific users.
- Click the appraisee's (or appraiser's - not available for other roles) name to view their professional details and current appraisal information.
Appraisal agreements
Before an appraisal can be completed, the appraisee and appraiser must agree to a number of statements regarding the content. If either party disagree with a statement they must include an explanation for review.
To view the appraisal agreements:
- Click 'Organisation' in the top blue menu
- Click 'Appraisal Agreements' in the left navigation bar
This will show a table of each appraisal, the appraisee and appraiser, and whether:
- They both agreed
- They both disagreed
- The appraiser disagreed
- The appraisee disagreed
You can sort the table by clicking the headings.
Educational appraisals
Some appraisees may be required to include evidence for an educational element of their role (e.g. if they are a lecturer/instructor). You can view the educational appraisals in one place in the Educational Appraisals section.
- Click 'Organisation' in the top blue menu
- Click 'Educational Appraisals' in the left navigation bar
You can sort the table by clicking the headings.
