Admin FAQs

• ADMINISTRATOR: Adding new users

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Creating a dummy account

  Guidance for System Administrators onlyPopular

• 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 onlyFew readers

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

  ||| 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. 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?

  ||| This article would only be applicable to users with an Administrator system role on their account, as the feature is only available to those with the Administrator role. 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

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

  || 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. Regular SARD users can learn more about MFA (Multi-Factor Authentication) and how to use it here. If the trust/organisation is unable to support the user with accessing the code and entering this into SARD then you or otheFew readers

• ADMINISTRATOR: Making a recommendation to the GMC

  || This article was written with System Administrators in mind as it describes features which are not accessible to non-administrator users. The recommendation to the General Medical Revalidation (GMC) regarding user's medical revalidation is not done by your trust/organisation through SARD, but a separate site called GMC Connect. The revalidation data from GMC Connect gets pulled into SARD through regular imports via the GMC Connect API. Because of the API (Application Programming Interface)Few readers

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

  To indicate a fellow organisation’s administrator – or yourself – as the main point of contact for your organisation, please follow these steps: Go to ADMIN view, look up the user’s name, then click Edit. Under Admin Roles, tick the ‘Main Contact’ check box, and then click Save. From now on, this person’s name and registered email address will be visible under Help & SuppFew readers

User Data

• ADMINISTRATOR: Generating and sending bundles

  Guidance for System Administrators onlySome readers

• ADMINISTRATOR: Transferring user documents

  Guidance for System Administrators onlyFew readers

• ADMINISTRATOR: Imports on SARD

  ||| This article would only be applicable to users with an Administrator system role on their account, as the feature is only available to those with the Administrator role. 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 > User Data > CSV Imports > New User Import. || To action these, the informatFew readers

• ADMINISTRATOR: Closing and making the account dormant

  || 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. 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: Renaming an existing group of Support Documents

  || 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. For general information on adding Support Documents, please see this article. If you would like to rename an existing group of Support Documents, please follow these steps: Got to ADMIN view > Miscellaneous > *Support DocumentsFew 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

• PWR Job Planning KPI Report

  We are pleased to introduce a new Job Planning update designed to support NHS England’s Job Planning Workforce Return (PWR) requirements. This enhancement provides a dedicated PWR reporting page, improved grade filtering, and clearer compliance visibility for Consultants and SAS Doctors. We hope this makes PWR submissions more straightforward and reduces the need for manual tracking. Our team has worked closely on this functionality to ensure it aligns with national definitions while remaining sFew readers

• PWR Reporting – Frequently Asked Questions (FAQ)

  Who can access the PWR report? What does the PWR report measure? What counts as compliant? Does the Tier 2 signatory have to be the Clinical Lead? Why do our figures change daily? [We need figures for the last day of the month. How do we get them?](#3-we-need-figures-for-the-last-day-of-the-monFew readers

• ADMINISTRATOR: Running Advanced Job Plan Reports

  || 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. 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: Appraisal Month Guidance

  Introduction Calculating the Appraisal Due Date What to Do When the Due Date Is a Year Ahead of Where It Should Be What to Do When the Due Date Is a Year Behind Where It Should Be [What to Do When a Doctor Starts After Their Appraisal Month Due Date](#3-what-to-do-when-a-doctor-starts-after-theiFew readers

• 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: ||| Please note that reopening an Appraisal removes the current completion date. The date will be updated, along with the PDFs,Few readers

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

  ||| This article is mainly intended for the information of users with an Administrator system role on their account, and would not be relevant for non-administrator users. 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 form inFew readers

• ADMINISTRATOR: How to run Individual Appraiser Feedback Report?

  ||| 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. 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?

  ||| 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. 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

• ADMINISTRATOR: Assigning multiple appraisees to an appraiser

  || This article is intended for the information of users with an Administrator system role on their account, and would not be relevant for non-administrator users. To allocate many appraisees to an appraiser at once, please follow these steps: Go to ADMIN > Medical Revalidation > Appraiser Management > Appraisers. Look up the appraiser by using search bar and/or filters. Click on the pencil icon next to the appraiser's name. Add or remove appraisees as needed. Click SaveFew readers

MSF/360

• ADMINISTRATOR: Can a dormant user give colleague feedback?

  ||| 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. 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

• ADMINISTRATOR: Reviewing nominations for colleague feedback

  || This article is only applicable to users with a System Administrator or Appraiser role on their account, as this feature would not be accessible for regular users. Reviewing Nominations for Colleague Feedback by Administrator Depending on your trust/organisation, system administrators may be responsible for reviewing lists of users' nominees for Colleague Feedback for their MSF/360. If this is applicable to you, please follow these steps: Go to ADMIN view > MSF/360 > Action Needed.Few readers

• ADMINISTRATOR: Reopening a complete MSF/360

  || This article would only be applicable to users with a System Administrator role on their account, and would not include advice for non-administrator users looking to have their MSF/360 reopened (covered here). If a user's complete MSF/360 needs to be reopened, please follow these steps: Go to ADMIN view. Go to the MSF in question either via the MSF/360 tab or by clicking on MSF/360 on user's profile.Few readers