General
ADMINISTRATOR: Generating and Sending Bundles
You may occasionally receive queries from users requesting a download of all their information from their SARD account; this may be particularly the case if a user is leaving/has left your organisation and is not moving to another organisation that uses SARD. These can be sent over in a couple of different manners, and recentPopularADMINISTRATOR: Adding New Users
To add new users to the site, go to the administrator page, click on the **User Data** drop-down and select **New User** from this drop-down list.Few readersADMINISTRATOR: Transferring User Documents
If a Doctor has moved to your organisation from an organisation that also uses SARD for Appraisal and Revalidation, we can copy their documents and details across from their previous account to their new one for them once it’s been created. The fFew readersADMINISTRATOR: Searching for users and viewing user details
You can search for SARD users within your organisation by entering either their first or last name in the search bar found at the top right of your administrator page. This will present a list of users with that name as either their first or last name within your organisation. You can also search for usFew readersADMINISTRATOR: Advanced User Search
This guide will explain how a system administrator may use the Advanced User Search to find users that meet particular criteria on the system. As an example, you may be looking to locate all users in a particular Specialty that do not have an open Job Plan, that also started with the organisation after 1/4/2020. Access TFew readersADMINISTRATOR: Adding Support Documents
As an Administrator for your Organisation, you can add supporting documents to the system for your staff to use, which will be made accessible to them via the Support Docs panel on the right hand side of their SARD Dashboard (for example, documents relating to any Trust or Organisation’s specific policies and processes, oFew readersADMINISTRATOR: Adding Single Pages
Single pages appear after a user has logged in and will only appear once for the user. The content of the page is entirely customisable. To create a new single page, click into your the Administrator section of your SARD page, then click Miscellaneous at the top of the page followed by Single pages from this dropdFew readersADMINISTRATOR: Adding Delegates
Delegates can be assigned to a Doctor's account for the purpose of assisting them with various SARD functions and tasks such as: Adding supporting documents to their portfolio Booking leave via the eLeave calendar Collecting feedback for MSF. If a Doctor has a secretary or colleague who will act asFew readersADMINISTRATOR: Adding Hyperlinks for External Sites
SARD allows you to add and edit guidance text across several areas of the site, including the Appraisal & Portfolio, which is helpfuFew readersADMINISTRATOR: Adding Hyperlinks to Support Docs
You can add Hyperlinks across your site to any Support Docs you have uploaded for your users. This is helpful if, for example, you have a form you wish to add to a Portfolio section for your Doctors to fill in and then upload again as evidence (e.g. a Declaration of Interests form). You can upload the Form as a Support Doc fFew readersADMINISTRATOR: Setting Custom Content
There are a number of spaces within SARD where you can set custom text or add additional guidance specific to your organisation. In some places there is default text, which we refer to as default content. This default content cannot be deleted but you can override it. In some places there is no default content, but you canFew readers