Appraisal documentation

Owned by Appraisal Toolkit Administrator
Last updated: Oct 18, 2017
4 min read

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Use the links below to find more information on:

The Appraisal dashboard

Appraisal evidence (Forms 1-3)

Form 4 - Appraisal summaries

Signing off

Reverting

Dashboard

The Appraisal Dashboard is the first page you will see when you enter an appraisal.

  • It allows a quick overview of the appraisal progress and provides links to different sections of the appraisal.
  • The progress bar shows the appraisal status, the date of your appraisal meeting and the appraisal due date.
  •  The Appraisal Details area displays your organisation and the appraisee's name and contact details.
  • The Appraisal Information area displays the appraisee's total CPD Score and the break down according to section, quick links to the different sections of Form 3, and links to relevant appraiser notes.

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Appraisal evidence and supporting information (forms 1-3)

Form 1 is split into 4 sections. It contains the appraisee’s:

  • Personal details
  • Qualifications
  • Memberships

None of these sections require review – they are provided for information purposes only.

Form 2 focuses on the appraisee’s Roles and Responsibilities. It contains information regarding:

  • Roles
  • Extended Skills
  • Last Year’s PDP

Please note: Before you can sign off the appraisal, each of the appraisee's Last Year's PDP items must have a status (e.g. complete/proposed carried forward/proposed dropped). Click here for instructions.

Form 3 contains the appraisee’s appraisal evidence, including their feedback and complaints and compliments.

  • Use the Appraiser Notes function to annotate items in preparation for your meeting.
  • You may need to adjust CPD scores when reviewing evidence. Click here for more information.

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Form 4 - Appraisal summaries

As the appraiser you must complete the three sections in Form 4 after the appraisal meeting. For more information about Form 4, click here. 

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Signing off

Once you have had the appraisal meeting and completed Form 4 you can sign off the appraisal.

To sign off:

  • Click  on the appraisal dashboard (or “Sign Off” in the left navigation bar)
  • This will take you to the Sign Off Appraisal overview page.

The overview page uses a traffic light system to display items of the appraisal that you have completed, and those that must be completed before you can sign off:

  • Any sections that are complete are shown in green

  • Any sections that you have not yet completed are shown in red

Once all of the sections are complete you are ready to Sign Off the appraisal.

  • Click  in the bottom right corner. 
  • Read the statements and tick the boxes to confirm, enter the appraisal date and enter the number of times (if any) your appraise cancelled a scheduled meeting.
  • Click

This will take you back to your appraisal dashboard, where you will see the appraisal status now set as "Awaiting appraisee Sign Off"

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Reverting your sign off (or a submission)

This will take you back to your appraisal dashboard, where you will see the appraisal status now set as "Awaiting appraisee Sign Off"

If there are any changes you want the appraisee to make to their appraisal evidence you can also Revert their submission by clicking "Revert Submission" in the left navigation bar.

If the status is "Awaiting appraisee Sign Off": 

  • Click 'Revert Sign Off' in the left navigation bar.
  • Click 
  • Click  to confirm

This will return the appraisal status to "Appraising in Progress".

Reverting a submission or sign off will not let the appraisee see any changes (including CPD adjustments) you have made to the appraisal

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