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# ADMINISTRATOR: Uploading "offline" Appraisals

||| This article would only be applicable to users with an Administrator system role on their account, as this feature would not be accessible for non-administrator users.

An “offline” Appraisal is an Appraisal which was completed outside of SARD or the user’s current organisation.

If a user completed Appraisals at another organisation which also uses SARD, it is possible for us to transfer the contents of the user’s previous account (including complete Appraisals) as covered [here](https://sard.crisp.help/en/article/administrator-transferring-user-documents-frpme1/). Such a transfer must be requested by the user from their administrator at the current organisation, who in turn notifies our [Customer Support Team](mailto:support@sardjv.co.uk) to action it.

Otherwise, an organisation’s administrators may need to manually upload previous complete Appraisals to the system on behalf of users, especially for new starters.

Once the Appraisal documents are provided by the user (usually via email), an offline Appraisal should be recorded on the system as follows:

1. Go to the **ADMIN** view and find the user’s account.
2. Click on the **Appraisals** shortcut on the user’s account.
3. Click on the side **Options** menu.
4. Click on **+ New Offline Appraisal**.


![New Offline Appraisal form](https://storage.crisp.chat/users/helpdesk/website/-/6/4/6/5/6465714baee2ac00/offline-appraisals-1_66e3y8.png)


5. On the State line, choose ‘complete’ from the drop-down list.
6. Enter details as per the received Appraisal documents or information from the user.
7. Click on **Attach Main eDoc** and upload the main Appraisal document, such as the Appraisal Summary.
8. If there are more documents to upload (e.g., other forms or a Portfolio), click on **Attach Additional eDoc**.
9. Review all information, then click **Save**.

The newly created Appraisal will be listed on the user’s Appraisal Compliance Report page as Appraisal MONTH YEAR (Offline).

| It is possible to record “offline” Appraisals without uploading any supporting documents. However, we strongly recommend uploading at least the main Appraisal document.

The user will be able to find their offline Appraisal under the **Appraisal** tab (or the **eDocuments** tab) on their Dashboard. The main Appraisal document will also be transferred to the relevant section of the user’s Appraisal form.

"Offline" Appraisals can be edited or destroyed by administrators by opening them and clicking on the respective buttons.

Some organisations allow users to upload their previous MAG forms – but not Appraisals – themselves.