My Appraisals

The Appraisal area of Appraisal Toolkit stores all of your current and historic appraisals and allows you to view, edit and download them.

Click the links below for more information on:

Current appraisals

Submitting your appraisal

Un-submitting your appraisal

Signing off your appraisal

Current appraisals

Any appraisals you are currently working towards (i.e. that are not yet completed) or that have been allocated and not yet started, are displayed here.

Status	Explanation
Open	The appraisal has been set by the organisation but not started. To start, click on the Start link to the right of the item
In progress	The appraisal has been started, but is not complete. To continue editing, click on the Edit link to the right of the item.
Submitted	Your appraisal has been filled in and submitted to the appraiser, but they have not yet started reviewing it.
Appraising in progress	Your appraiser has started to review your appraisal
Awaiting your sign off	You need to review the appraisal outputs and sign off your appraisal
Complete	Both parties have signed off the appraisal and it is considered fully complete

To start an "Open" appraisal:

Click to the right of the item.

To view or continue adding evidence to an appraisal:

Click to the right of the item.

Back to top

Historic appraisals

Any appraisals you complete using Clarity's Appraisal Toolkit can be found in the Historic Appraisals table, along with any appraisals you wish to upload manually.

To view a historic appraisal, click to the right of the item (in the Actions column of the table).

To add a historic appraisal, click on the top left of the table.

There are two tabs to complete: Details and Documents

The Details tab allows you to enter the details of the appraisal you are uploading and additional information which will be displayed on your Revalidation progress screen if the appraisal is allocated to your revalidation cycle.

When the Details have been saved, documents can be uploaded by clicking on the tab, click the link at the top left of the table to enter the File Description and select the Document Type from the drop down menu. Then click the button to select the file from your computer and click on .

Back to top

Starting appraisals

New appraisals will be allocated by your Appraisal Administrator and will appear on your homepage.

Click on your homepage to begin entering evidence

If you have existing evidence in your Portfolio you can import them straight away:

Tick the box to the right of the items you want to add to your appraisal (leave the boxes blank if you don't want to import any items)
Click and then confirm your choices to be taken to your Appraisal Dashboard.

Back to top

Form 1

Form 1 contains your GMC Information, Personal Information, Qualifications and Memberships. You will enter most of this during your registration or in your Professional Profile.

Back to top

Form 2

Form 2 of your appraisal contains information about your professional roles and responsibilities. Any roles will be added automatically if you have date-relevant information in the Roles section of your Professional Profile.

Your Last Year’s PDPs will be automatically added if you completed your last appraisal using Appraisal Toolkit. If it is the first time you are using Appraisal Toolkit you can enter your Last Year's PDPs manually. Click here to see how.

You can add this information to your Professional Profile and import it into your appraisal, or you can add it directly to your appraisal.

Remember to reflect on your evidence in your appraisal!

Job plans

You can also add job plan documents to your appraisal as additional evidence.

Click "Job Plans" in Form 2 of your appraisal left navigation bar.
Click
Select the role you wish to attach your job plan to
Click and select your job plan from your computer documents
Click

You can download your job plan at any time by clicking in the documents column of the Job Plan table – your attached file should start to download automatically.

Please note: Any Job plans you have previously uploaded to Appraisal Toolkit as a document attached to a Role (in your Professional Profile) will be moved to the new Job Plans section if your appraisal is already submitted (including any complete historic appraisals).

If you have a job plan attached to a role in an "in progress" appraisal, you will need to re-upload your job plan into the new Job Plans section.

Back to top

Form 3

Form 3 of your appraisal contains your appraisal evidence. The information you include here will be the main basis of your appraisal.

Your evidence should cover the full scope of your professional roles within and outside of the NHS.

Click here to see details about each type of evidence you can add.

Click here to see how to add information to your appraisals.

In your appraisal there will be more tabs for you to complete in your items:

Reflection: Inside your appraisal you can reflect on individual items or on full evidence sections.
GMP Domains: Your organisation may have enabled the GMP Domains tab. This allows you to map your items against the domains of good medical practice so you can see which domains you are lacking in evidence for and to provide structure for your appraisal meeting.

Back to top

Form 4

Form 4 is completed by your Appraiser after your appraisal meeting. When your Appraiser has signed off your appraisal you should review the Appraisal Summaries and agree or disagree with their additions, before singing off your appraisal and marking it as complete.

There are three sections in Form 4:

Summary of discussion

Agreed PDP

Appraiser statements

Summary of discussion

After your appraisal meeting, your appraiser will write a summary of everything that was discussed. The Summary of Discussion will be formatted into the four domains of Good Medical Practice.

Before you sign off your appraisal you can read what your appraiser has written and agree or disagree with their comments.

To read your Summary of Discussion:

Click "Summary of Discussion" in the left navigation bar
Read through the comments your appraiser has made.
Before you can sign off your appraisal you must agree or disagree with your Appraiser’s input by clicking one of the circles

If you disagree with any of your Appraiser’s comments you must put a statement in the text box explaining why you have disagreed. This will be reviewed by your Responsible Officer.

When you have agreed/disagreed and provided a statement, click

Back to top

Agreed PDP

After your appraisal meeting your appraiser will document the PDP activities that you agreed upon during your meeting. These may be incomplete PDPs that you have decided to carry on from last year or entirely new activities.

To view your agreed PDPs:

Click "Agreed PDP"in your left navigation bar

Your Agreed PDPs are shown in a table.

Click Appraisal in the Actions column to view the details of your PDP.
Before you can sign off your appraisal you must agree or disagree with your Appraiser’s input by clicking one of the circles

If you disagree with any of your Appraiser’s comments you must put a statement in the text box explaining why you have disagreed. This will be reviewed by your Responsible Officer.

When you have agreed/disagreed and provided a statement, click

Back to top

Appraiser statements

Before your appraiser can sign off your appraisal they must complete a number of statements that inform your organisation whether your appraisal has:

reflected your entire scope of work
been presented in accordance with the 4 domains of GMP
reviewed your progress against your PDPs from last year
resulted in a new set of PDPs for the coming year
brought to light any information that raises concerns about your fitness to practise medicine

To review your Appraiser’s responses to these statements:

Click "Appraiser Statements" in your left navigation bar
Read each of the statements. Your Appraiser may have agreed or disagreed with the statements and provided comments to explain their choice.
Before you can sign off your appraisal you must agree or disagree with your Appraiser’s input by clicking one of the circles

If you disagree with any of your Appraiser’s comments you must put a statement in the text box explaining why you have disagreed. This will be reviewed by your Responsible Officer.

When you have agreed/disagreed and provided a statement, click

Back to top

Submitting your appraisal

Once you have added the appropriate information to appraisal forms 1, 2 and 3 and have ensured all of your supporting documents are uploaded and the information contained is relevant and complete, you are ready to submit your appraisal.

Click "Submit Appraisal" at the bottom of the left navigation bar under Actions

Before you submit your appraisal you must ensure you have included all mandatory evidence as stipulated by the GMC. The submission overview page highlights any areas you have overlooked and shows:

Which sections of your appraisal are fully complete.

Any recommended information you have not included.

Any mandatory evidence you have missed.

Please Note: You can submit your appraisal if you have not completed optional areas (highlighted in blue) but it is recommended that you complete all areas to allow you to gain as much as possible from your appraisal experience.

When all sections are highlighted in green, click

You must confirm that you have not included any patient identifiable information within your evidence before your appraisal is submitted by clicking in the tick box

Tick the box and click

Back to top

Un-submitting your appraisal

If you submit your appraisal and realise you need to add or edit an item, you can un-submit your appraisal if your Appraiser has not yet started reviewing it (when the status is still 'Submitted').

If you need to edit your evidence after your Appraiser has started reviewing it, you must ask your Appraiser or Administrator to revert it for you.