Form 4 - Appraisal summaries
- Appraisal Toolkit Administrator
As an appraiser, you must complete the appraisal summaries (form 4) before you can sign off the appraisal.
Click the links below for more information on:
Summary of discussion
After the appraisal meeting you must record the Summary of Discussion.
- View the appraisal
- Click "Summary of Discussion" in the left navigation bar
- Enter your summary of the appraisal discussion in the text box. You can format your text using the options at the top of the text boxes.
- Click
Agreed PDPs
Agreed PDPs are the PDPs that your appraisee will work towards over the next year. You can add new Agreed PDPs or accept PDPs your appraisee has proposed in their appraisal documentation.
To add new PDPs:
- Click “Agreed PDP” in the appraisal left navigation bar
- Click
- Complete the fields on the form
- Click
To accept a Clinician’s proposed PDPs:
- Click “Agreed PDP” in the appraisal left navigation bar
- Click
(the number indicates how many PDPs the Clinician has proposed)
- Tick the boxes to the right of the items you want to accept
- Click
This will move the items from 'Proposed PDP' to 'Agreed PDP' and will make them available for your appraise to work towards over the next year.
Appraiser statements
Before you sign off the appraisal, you must give answers to a number of statements regarding the appraisal.
- Click "Appraiser Statements" in the left navigation bar
- Read each statement and select "agree" or "disagree"
Please Note: the default setting is "disagree"
- You can then add any further comments explaining your decisions.
- If you have selected "disagree" for any of the statements you must explain why in the text box at the bottom of the page
- Click after making any changes.