Admin FAQs

• ADMINISTRATOR: Adding new users

  If you are a system administrator for your organisation who needs to set up a new user on SARD, read on.Few readers

• ADMINISTRATOR: Creating a dummy account

  This Helpdesk article explains how system administrators can create a dummy SARD account at their organisation for testing and demonstration purposes.Popular

• ADMINISTRATOR: Adding Delegates

  This Helpdesk article outlines how system administrators can set up users as Delegates and what they can do on behalf of their assigned medics.Few readers

• ADMINISTRATOR: Advanced User Search

  This Helpdesk article for system administrators explains where to find the Advanced User Search feature within the system and how to use it.Few readers

• ADMINISTRATOR: Searching for users and viewing user details

  This Helpdesk article for system administrators covers various ways to search for users and their details on SARD.Few readers

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

  This Helpdesk article explains how system administrators can disable email notifications for users at their organisation.Few readers

• ADMINISTRATOR: How can I add an Improvement Request?

  This Helpdesk article outlines how system administrators can submit an improvement request to SARD.Few readers

• ADMINISTRATOR: Issues with MFA (Multi-Factor Authentication)

  This Helpdesk article for administrators addresses users' issues with Multi-Factor Authentication (MFA) when trying to log in to SARD.Few readers

• ADMINISTRATOR: Making a recommendation to the GMC

  This Helpdesk article for administrators explains how revalidation data from GMC Connect is pulled into SARD and where to find it on the system.Few readers

• ADMINISTRATOR: How to set up main point of contact for my organisation?

  This Helpdesk article shows administrators how to set up a main point of contact for their organisation.Few readers

User Data

• ADMINISTRATOR: Generating and sending bundles

  In this Helpdesk article, system administrators can learn what document bundles are and how to share them with users.Some readers

• ADMINISTRATOR: Transferring user documents

  System administrators can learn about User Transfers, how to request them, and which documents are transferred between organisations using SARD.Few readers

• ADMINISTRATOR: Imports on SARD

  In this Helpdesk article, system administrators can learn how to upload information to SARD for multiple users at their organisation.Few readers

• ADMINISTRATOR: Closing and making the account dormant

  This Helpdesk article for administrators outlines the steps for making a user's SARD account dormant.Few readers

• ADMINISTRATOR: General information on MPIT

  This Helpdesk article guides administrators through Medical Practice Information Transfer (MPIT) and explains how to generate a New Responsible Officer Transfer report for users.Few readers

Content

• ADMINISTRATOR: Setting custom content

  This Helpdesk article for administrators explains what custom content is and how to set it up for their organisation.Few readers

• ADMINISTRATOR: Adding Single Pages

  This Helpdesk article for administrators explains what Single Pages are and how to create them on SARD.Few readers

• ADMINISTRATOR: Adding Support Documents

  In this Helpdesk article, system administrators can find out how to upload Support Documents to Dashboard and to Portfolio.Few readers

• ADMINISTRATOR: Renaming an existing group of Support Documents

  This Helpdesk article for administrators explains how to rename an existing group of Support Documents.Few readers

• ADMINISTRATOR: Adding hyperlinks to Support Docs

  This Helpdesk article outlines how system administrators can add hyperlinks to Support Documents on SARD.Few readers

• ADMINISTRATOR: Adding hyperlinks for external sites

  This Helpdesk article explains how system administrators can add hyperlinks to external sites on SARD.Few readers

Job Planning

• ADMINISTRATOR: Reopening a Job Plan

  If you are an administrator for your organisation who is trying to reopen a user’s complete Job Plan, read on.Few readers

• ADMINISTRATOR: Archiving a Job Plan

  This Helpdesk article explains how system administrators can archive their users' Job Plans.Few readers

• ADMINISTRATOR: PWR Job Planning KPI Report

  This Helpdesk article for administrators provides information on the Provider Workforce Return (PWR) Job Planning KPI report page and how to access it on the system.Few readers

• ADMINISTRATOR: PWR Reporting – Frequently Asked Questions (FAQ)

  In this Helpdesk article, system administrators can find answers to frequently asked questions about PWR (Provider Workforce Return) Reporting.Few readers

• ADMINISTRATOR: Running Advanced Job Plan Reports

  This Helpdesk article outlines how system administrators can run Advanced Job Plan Reports for their organisation.Few readers

Appraisals

• ADMINISTRATOR: Uploading "offline" Appraisals

  In this Helpdesk article for administrators, we explain what “offline” Appraisals are and how to upload them to the system on behalf of users.Few readers

• ADMINISTRATOR: Appraisal Month Guidance

  In this guidance, the administrators can learn how Appraisal due dates are calculated and what to do when an Appraisal was completed earlier or later than expected.Few readers

• ADMINISTRATOR: Reopening a complete Appraisal

  This Helpdesk article explains how system administrators and Responsible Officers can reopen a complete Appraisal.Few readers

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

  This Helpdesk article outlines how administrators can quickly check the status of an appraisee's current Appraisal form/Portfolio.Few readers

• ADMINISTRATOR: How to run Individual Appraiser Feedback Report?

  This Helpdesk article offers guidance to administrators on running individual Appraiser Feedback Reports.Few readers

• ADMINISTRATOR: How to run Group Appraiser Feedback Report?

  This Helpdesk article for administrators offers guidance on running group Appraiser Feedback Reports.Few readers

• ADMINISTRATOR: Assigning multiple appraisees to an appraiser

  This Helpdesk article for administrators explains how to assign many appraisees to an appraiser.Few readers

• ADMINISTRATOR: General information on ASPAT

  This Helpdesk article for administrators covers all aspects of the Appraisal Summary and Personal Development Plan Audit Tool (ASPAT), from managing ASPAT questionnaires to advanced features.Few readers

MSF/360

• ADMINISTRATOR: Can a dormant user give colleague feedback?

  This Helpdesk article for administrators offers a solution for obtaining colleague feedback for an MSF from dormant SARD users.Few readers

• ADMINISTRATOR: Reviewing nominations for colleague feedback

  In this MSF-related Helpdesk article, administrators and appraisers (if applicable) can learn how to manage users’ nominations for colleague feedback.Few readers

• ADMINISTRATOR: Reopening a complete MSF/360

  If you are a system administrator who is trying to reopen a user’s complete MSF/360, read on.Few readers