Admin FAQs

• ADMINISTRATOR: Adding new users

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Creating a dummy account

  Guidance for System Administrators onlySome readers

• ADMINISTRATOR: Adding delegates

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Advanced User Search

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Searching for users and viewing user details

  Guidance for System Administrators onlySome readers

• ADMINISTRATOR: How can I switch off user's email notifications?

  If you have the administrator rights on SARD, you can switch off email notification on behalf of users by following the below steps: Go to ADMIN site and look up a user by their name or GMC number. Once on the user profile page, click Options on the right-hand side, then choose Email Preferences. UntickFew readers

• ADMINISTRATOR: How can I add an Improvement Request?

  Administrators can add Improvement Requests for changes they wish to see to the SARD system. Please see the below step-by-step instruction on how to do it: Log in and go to the ADMIN page. Go to the Miscellaneous tab, then choose Improvement Requests. On the Improvement Requests page, the previously reFew readers

User Data

• ADMINISTRATOR: Generating and sending bundles

  Guidance for System Administrators onlyPopular

• ADMINISTRATOR: Transferring user documents

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Imports on SARD

  For instances where you are required to upload information for multiple users, there may well be the opportunity to action this through a CSV import on SARD rather than go through these individually. These options will show if you go to ADMIN, click on the User Data tab, then (under CSV Imports) choose New UseFew readers

• ADMINISTRATOR: Closing and making the account dormant

  Users' accounts are not deleted as a matter of policy. We will keep hold of the user's necessary information, should this be needed at a later point. Otherwise the said information would be lost if deleted. Moreover, deleting user's information permanently would cause many technological issues and could negatively affect our aFew readers

Content

• ADMINISTRATOR: Setting custom content

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Adding Single Pages

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Adding Support Documents

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Adding hyperlinks to Support Docs

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Adding hyperlinks for external sites

  Guidance for System Administrators onlyFew readers

Job Planning

• ADMINISTRATOR: Reopening a Job Plan

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Archiving a Job Plan

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Running Advanced Job Plan Reports

  As the System Administrator, you are capable of generating Advanced Job Plan Reports, which can provide valuable insight for your Trust or organisation. In order to run such a report, please follow the below steps: Go to ADMIN Job Planning Advanced Job Plan Report. Set parameters accordingly in three seFew readers

Appraisals

• ADMINISTRATOR: Reopening a complete Appraisal

  Administrators and Responsible Officers can reopen (and recomplete) complete Appraisals, if required. Below are step-by-step instruction on how to do it. Go into the Appraisal in question and select the Reopen button at the bottom of the list of sections as per the screenshot on the left:Few readers

• ADMINISTRATOR: How to check appraisee's progress on their Appraisal?

  Apart from the Administrator being able to oversee all outstanding Appraisals (ADMIN Medical Revalidation Appraisals choose as appropriate), the progress of individual appraisee's work can be checked in the first section of their current Appraisal. Section 1 (Appraisal Info) of the Appraisal includeFew readers

• ADMINISTRATOR: How to run Individual Appraiser Feedback Report?

  Administrators can run ad-hoc reports on an individual Appraiser's feedback as and when required. Unlike with a group Appraiser Feedback (covered here) which focuses on the overall view of the organisation, an individual ApFew readers

• ADMINISTRATOR: How to run Group Appraiser Feedback Report?

  Administrators can run ad-hoc reports on the feedback for a group of appraisers as and when required. Unlike with an individual Appraiser Feedback (covered here) which focuses on a particular appraiser's role, a group AFew readers

MSF/360

• ADMINISTRATOR: Can a dormant user give colleague feedback?

  Currently dormant users are not able to submit colleague feedback on SARD. This only effects users that were added to MSFs as nominations when their account was active, but have been made dormant in the time between them being nominated and attempting to submit feedback. If required, the proposed workaround is to replace theFew readers