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
Actions
To read a message:
- Click
in the actions column. - Click
or Click
(Image here)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).