SOAR Guidance for Training Programme Directors (TPD)
description
Transcript of SOAR Guidance for Training Programme Directors (TPD)
Quality Education for a Healthier Scotland
SOAR Guidance forTraining Programme Directors
(TPD)
Last updated 14/08/2014
Overview
• Background• Email Notification• Login to correct Role on SOAR• Review Declaration• Review ARCP (imported from Pinnacle)• Make suggested Outcome to support
Revalidation• Support• Overview
Background (1/2)
• Trainee data from Pinnacle is imported nightly to SOAR (around 1am), including:– Trainee details and their ARCPs– Trainees’ linked Educational Supervisor (EdSup)– Training Programme Directors (TPD)
• EdSup and TPD* will be added to SOAR and linked to Trainees automatically – if they are already on SOAR (checked against GMC number)*Automatic adding of TPDs not yet built, but will
do in the future
Background (2/2)
• Trainees are asked to login to SOAR to complete their self declarations on Health, Probity, Complaints and Work History
• EdSups are asked to sign off their Trainees’ declarations
• TPDs are asked to review their Trainees’:– Signed off declarations– ARCP details– Make suggested Outcome to support
Revalidation
TPD Email Notifications from SOAR
• Currently, TPDs are added manually into SOAR• When built, TPDs will be added automatically to
SOAR from nightly import (if user is already on SOAR)
• When TPDs’ Trainees’ declarations are signed off – auto emails to be sent
• If you click on the link in the email, you will probably be met with a “Security Violation” message upon login - ignore it
• Click in the “Role” dropdown menu in top left hand corner and select “TR Training Programme Director”
• Login with your existing SOAR login• Change Role to “TR Training Programme Director”• “My Details” are the same as your appraisal
details• “Trainees” lists all those in your programme• “Declarations” lists all those declarations
involving your Trainees
• “SOAR Outcome Review” allows you to make suggested outcome to support your trainees’ revalidation
• You do not make revalidation recommendations, the RO does, you are only asked for your suggestion, based on ARCP and self declarations and other information you have access to
Review Declarations
• Click on Declarations• Details of the Declarations
(Status; Region; when it was initiated)
• Similar to Appraisals - click on the notepad icon to access individual Declaration details
• Self Declarations displayed as tabs for your review
• General declarations details• Date of when Trainee
submitted declarations• When Supervisor signs off the
declarations, any additional comments can be added in the comments/sign off tab
Review ARCP details (imported from Pinnacle)
• The Trainees page lists ALL trainees imported from Pinnacle in your program
• Search by Surname or GMC number• Can also filter search by programme,
region or supervisor• Can also sort results by column heading• TPDs only have access to their
programmes’ Trainees• Click on Name to review trainee’s data
• Pinnacle data imported nightly• If information is not accurate, Trainees
are asked to contact us• SOAR Details = Login details (ignore)• ARCP Outcomes as imported from
Pinnacle
Make Suggested Outcomes to support Revalidation
(individually)
• ARCP information imported from Pinnacle
• “Outcome to Support Revalidation”– Marked by TPD– Reviewed by PgDeans
• Click on “Edit / View Details” to add individual suggested outcomes
Make Suggested Outcomes to support Revalidation
(from list / batch operation)
• Click “SOAR Outcome Review”• Only Trainees in your programme will be listed• View Declarations status and ARCP at a glance• Select Suggested Outcome to support Revalidation• Click “Submit SOAR Outcomes” button at bottom of
page
• TPDs are NOT asked to revalidate trainees, only review the information available and make suggestions to support their Trainees’ Revalidation
• Only the Responsible Officer (RO) and the nominated ROs are tasked with revalidating the Trainees
Further support
• Medical Appraisal Scotland website:– www.appraisal.nes.scot.nhs.uk– Resources, FAQ and other useful sections
• Local Administration teams:– Contact details on Medical Appraisal Scotland
• SOAR Helpdesk– Black “Help” box on right when logged into SOAR;– or [email protected]
• Due to capacity issues we are unable to offer telephone support– You can request a call back via the Helpdesk – but we
need detailed descriptions of the issue(s)
Assign Educational
Supervisor to Trainee
Administrator
Assign Training Program
Director (TRD)
Initiate Health / Probity /
Complaints / Work History
(HPCW) Declarations
(batch or individual)
Trainee
Complete Declarations
Submit toEd Sup for
review
Ed Sup signs off declaration;
and notes any issues arisen in the declarations
or the discussions
Ed Supervisor
TPD reviews HPCW and ARCP
TPD
Makes suggested “Outcomes” to
support Revalidation
PgDean / RO
Revalidation recommendation
for all green / ready (batch)
Review outcomes of
others (individual)@
@
GMC Connect
Overview:Electronic processes on SOAR for Trainee Revalidation
Confirmation of Revalidation outcome