Appraiser tools
- Appraisal Toolkit Administrator
Use the links below for more information on:
Appraiser notes
While you are viewing a Clinician's appraisal you can make notes on certain items by using the Appraiser Notes function. You can use Appraiser Notes to make personal annotations and share notes, tips and advice with your Appraisee.
| Private notes | Shared notes |
|---|---|
These notes are personal to you. You should use them to make personal annotations when reviewing the appraisal evidence. Nothing you write as a Private Note will be visible to anyone else in the appraisal process, even after the appraisal is completed. | These notes are visible to your appraisee at all times. As soon as you add the note, it is published so they can read it and begin preparing to make any necessary changes If you revert the appraisal status to "entering evidence", the notes will stay visible so your appraisee can read them when editing their evidence. Once the appraisal is completed anyone with the correct permissions (some Administrators, future Appraisers etc) will be able to view these notes. |
You can add a note to a whole section of the appraisal or against individual items.
Adding Notes
To add a Section Note:
- View the appraisal and go to the section you wish to review
- Click
- Enter your personal annotations into the “Private Notes” text box, and any shared notes into the “Shared Notes” text box
- Click
To add a note to an individual item:
- Click
to the left of the item in the table, or view the item and click 
at the top of the page. - Enter your personal annotations into the “Private Notes” text box, and any shared notes into the “Shared Notes” text box
- Click
Viewing / editing appraiser notes
To view/edit a note:
- Click
(or 
for an item note) - Make your changes in the text box and click
Deleting appraiser notes
- Click (or for an item note)
- Make your changes in the text box and click
Adjusting CPD
As an Appraiser you can adjust a Clinician's CPD scores if you feel they are
To adjust CPD scores:
- Click
- Enter new values into the "credit" and "planning" text boxes.
- Once you have made your changes, click
Messages
To access your inbox:
- Click “Messages” in your top menu bar
New, unread messages are highlighted in bold text
Old messages you have already read are in regular font.
Actions
To read a message:
- Click
in the actions column. - Click
or Click
to leave the message as unread.
To delete a message:
- Click the arrow to show the drop down menu, and click
Please Note: You will not be asked for confirmation before deleting a message, and once it has been deleted it cannot be retrieved.
Appraisal meetings
The Appraisal Meetings feature allows you to open slots to be booked by your appraisees for their appraisal meetings.
To add your availability:
- Click Appraisal Meetings in the top menu bar
- Click “availability” in your left navigation bar
Click
Enter the date, time and location into the fields
You can make each slot available to all of your appraisees, or choose individual appraisees to offer the slot to.
- Click “All Appraisees”
Or
- Click “Selected Appraisees” and choose which appraisees to make the appointment available to
Add any notes into the text box
- Click
To view your upcoming appointments:
- Click “Upcoming Meetings” in the left navigation bar
To view a list of Appraisees that have not yet made an appointment:
- Click “Appraisees without Meeting” in the left navigation bar
- You can filter your Appraisees by their appraisal due date – simply click one of the options (as shown below).
You can send a reminder to Appraisees that have yet to book a time slot for their appraisal meeting. Simply:
- Tick the boxes next to any Appraisees you want to send a reminder to
- Click "Send Reminders" to send the appraisee an email reminder
To view your past appointments:
- Click “Past meetings” in your left navigation bar
- You can search for a particular meeting using the search bar at the top of the page.
Managing your appointments:
You will receive an alert on your homepage if you have an appraisal due within the next 4 weeks and the Appraisee has not yet booked an appointment. You can send a reminder to them straight from your homepage by clicking
Your Appraisees can request you to create more meeting slots if all of your open slots are booked. You will receive an alert on your homepage. Click
to open more for them.
Changing Meeting Details:
If an appraisal meeting has been booked, you can suggest a new time or location for to your Appraisee:
- View the meeting details
- Click
Or
- Enter the new time or location and click
Your appraisee can accept or reject these changes. If they reject them they can suggest their own adjustments which you can accept or reject. If you want to change the date of your meeting you need to cancel your appointment and book a new slot.
Exporting your meeting details:
Once an appraisee has booked their meeting, you can export the details to one of your existing external calendars (see the calendars supported below).
- View the 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.