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Tools

Tools

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Click the links below for more information on some of the tools in Appraisal Toolkit for Nurses: 

Messages

Click "Messages" in your top menu bar to be taken to your Appraisal Toolkit for Nurses Messages inbox.

Appraisal Toolkit for Nurses will alert you with personal messages when:

  • You are allocated an appraisal/Appraiser
  • There is a change to your appraisal status (e.g. your Appraiser signs off your appraisal)
  • Your Appraiser/appraisal due date is changed
  • You are added/removed from an organisation
  • There is a change to your appraisal meeting

New, unread messages are highlighted in bold text

Old messages you have already read are in regular font

To view a message:

  •  Click  to see the content of the message.
  • Click  to close the message and mark it as read or
  • Click  to leave the message as unread.

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Appraiser notes

While reviewing your appraisal, your Appraiser may annotate your evidence with shared notes with advice, tips or information for you to read.

If your Appraiser has added a note to an evidence section in your appraisal, you will see

If your Appraiser has added a note to an evidence section,  click  to view their comments.

If your Appraiser has added a note to an evidence item, click the  icon to view their comments.

If your appraiser makes any changes to these notes they will be updated in real time and will always reflect the most recent version.

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Copying a portfolio item

From the Edit Item page you can copy a Portfolio item, allowing you to attach it to more than one appraisal when appropriate.  

When editing an item in your portfolio, a grey "copy" button will become visible.

Click  and a duplicate of the item will be created. It will be visible in your portfolio as 'Item – copy' to allow easy identification of the original item.

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Revalidation overview

To see your Revalidation Progress:

  • Click “Revalidation” in your top menu bar

The Revalidation Progress screen uses a traffic light system to show whether required and recommended criteria for revalidation has been met. 

  • Any required information that has not been included will be highlighted in red

 

  • If you have included the required information it will be highlighted in green

The table displays details of the strengthened appraisals you have completed through Appraisal Toolkit for Nurses. 

Strengthened Appraisals Table

Historic Appraisals

This table contains any appraisals you have manually uploaded to Appraisal Toolkit for Nurses. These appraisals may be “old style” organisational appraisals or strengthened appraisals completed using alternative systems in the past. Click the links in the “Documents” column to download the appraisal documentation. 

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Appraisal meetings

Booking your Appraisal Meetings:

You can book your appraisal meeting from your homepage:

  • Click the “Book Now” link in the purple arrow to go the Appraisal Meetings section or your appraisal.

Or, you can go book your appraisal meeting from inside your appraisal:

  • Click “Appraisal Meeting” in the Actions section of the left navigation bar.

If your Appraiser has available slots for you to book, they will appear in a grid in the Appraisal Meeting section.

To book a slot:

  • Click 
  • Click  to confirm
  • Once you have booked your appraisal meeting, you can export it to an external calendar. View your meeting and click  in the top right corner of the page.
  • Select the calendar you want to export your meeting to

Please note: If your meeting changes date/time/location in Appraisal Toolkit for Nurses, the changes will not be carried through to your external calendar.

If your Appraiser has not made slots available, you can send them a reminder:

  • Click  to send them a reminder to open up some slots for you.


 If you have booked a meeting and want to adjust the time or location, you can suggest alterations:

  • Click  or 
  • Enter a new time or location
  • Click

Your Appraiser will either accept or reject your changes.

If you want to change the date of your meeting you need to cancel your appointment and book a new slot.

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Changing your appraisal dates

This is an optional appraisal setting and is controlled by your Administrator. If this option is not available to you and you need to change your appraisal dates, please contact your Administrator who is able to alter them for you.

  • Click 'Change Dates' in your left navigation menu to change your appraisal evidence dates or your appraisal due date.

  • Enter the new dates using dd/mm/yyyy format or by clicking the calendar icon.
  • Click

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