General FAQs

• How do I view my previous Appraisals?

  Appraisals completed on SARD at my current organisation These will all be found on your account on your Dashboard. If you click the icon for Medical Revalidation, your previous five Appraisals will show in the centre column as shown below: To see more than five most recent Appraisals (if applicable), please click on the View All button to expand the list. This wouldFew readers

• How do I view previous MAG Forms?

  MAG (Medical Appraisal Guide) forms must be downloaded and opened with a PDF viewer such as Adobe. This is because they are an interactive PDF which cannot be viewed in the web browser like other standard PDFs. The rest of the "Please wait..." message should provide a link that you can follow to ensure your PDF viewer is up to date. If you are still having issFew readers

• Where can I find the summary of last year's Appraisal?

  You can find the summary of your last Appraisal in My eDocuments on your Dashboard. In order to see the full list, please click the View My eDocuments button on the right. Once in full view mode, the easiest way to find it is by typing "summary" in the Search title or filename search bar on the right. This may be particularly useful when there are many files listed in My eDocuments.Few readers

• Where can I find Appraisee Declaration Form?

  Some organisations require a document called Appraisee Declaration (formerly Lead Clinician) Form to be submitted prior to the Appraisal. Said form needs to be completed and sent to one's Lead Clinician to be commented on and signed off. Once this is done, the form needs to be uploaded to the relevant section of the Portfolio (usually Section 8 - Additional Information or similar).Few readers

• Can my Personal Assistant modify my Appraisal?

  If you have a Personal Assistant (PA) or a secretary who is on SARD, they can be added as a Delegate on your profile by your organisation's administrator. A Delegate will be able to access your Appraisal and Portfolio by logging into their SARD account and going to the Delegate Medics area on their Dashboard. Depending on what product(s) you use, a Delegate can also access your eDocsFew readers

• SARD Appraisal & Portfolio update - 30/09/2024

  Information on recent SARD updatesSome readers

Appraiser Allocation

• How do I set/change my appraiser?

  If you go to Section 3 (Personal Details) of your Appraisal, this will allow you to view your current set appraiser on the site. Instructions will show on that page regarding the allocation. If appraisers are centrally managed at youPopular

• I need to add an additional/academic appraiser

  This would be added in Section 3 (Personal Details) of your Appraisal. The option to add a second appraiser will show in the final line of this section, with a tick box to confirm whether they would be needed. Once this has been selected, you can enter the name and email address of your second appraiser. They will be emailed to notify them that they are set as the additional/academic appraiser on your Appraisal. A second email will be sent to them once the Appraisal has been submitted,Few readers

Portfolio FAQs

• My Portfolio is blank or missing sections

  The Portfolio sections (datasets) are created for each user based on the medical roles they have selected for their account. Medical roles can be managed by the user as well as the organisation's administrator. You can set your medical roles on the Welcome Page (i.e. when you log in to your new account for the first time), and can edit them in the edit details page afterwards. If your Portfolio has much fewer sections than before or is blank, please follow the below steps: Open your SARD prFew readers

• How to save items in the Appraisal & Portfolio sections

  To save items in the Portfolio sections (the Portfolio tab/progress bar on the left within the Appraisal), you can add text in the evidence text box or choose to attach a file, or add both. The final step is to click on the Create Evidence button which will save the evidence block to the section. It is essentially Portfolio's save button – once clicked, the entry will be saved to the database.Some readers

• How can I upload an email to my Portfolio?

  You can upload an email to your Portfolio either by copying and pasting its content to a blank Word document, or by "printing" it using Adobe's CutePDF feature (i.e., saving it as a PDF file). Then it is just a matter of renaming the new file appropriately and uploading it to your eDocuments or Portfolio.Few readers

• Evidence has an expiry date but it is still showing in my Appraisal

  Evidence with an expiry date will continue to show in any Appraisals for which it has been valid for even a part of the Appraisal. It only ceases to appear in Appraisals that have been opened *after *the expiry date. Example: A medic's Appraisal runs from 1st January to 31st December. They have an evidence with an expiry date of 10th January. This evidence will not disappear on 11th January – it will remain in the Appraisal for the whole year. When the medic opens their next Appraisal, theFew readers

• What is the difference between uploading evidence from eDocs folder and uploading evidence from my device?

  The process of uploading documents (evidence) to the Portfolio is virtually the same for files which are saved on your device, and for files already saved in your eDocs folder, also known as My eDocuments. Clicking on the the Attach eDocument button in a Portfolio section will open the Attach eDoc mini-window with two sources (tabs) to choose from, that is New eDocument and Existing eDocument: (https://storage.crisp.chat/users/helpdesk/website/6465714baee2ac00/screenshot-202Few readers

Submitting and Completing an Appraisal

• I need to change Appraisal meeting date

  Unlike with changing Appraisal due date (covered here), users can freely change their Appraisal meeting date. This can be done either by clicking the pencil icon next to the current Meeting date in the top-left corner, or via Appraisal Details in Section 3 (Personal Details) of current Appraisal.Few readers

• I need to change my Appraisal due date

  Your Appraisal month is the same month each year. You should complete your Appraisal within your assigned Appraisal month each year to maintain Appraisal compliance. If you were to complete your Appraisal before or after your Appraisal month, it would be counted as early or late respectively. This is possible to change on the site. However, the SARD Support Team will not be able to assist in this matter as this needs to be managed by the administrators for your organisation (/en/article/i-needPopular

• I need to submit my Appraisal

  If the below steps have been addressed, this will allow you to submit your Appraisal. The green Submit to Appraiser button on the left-hand side of your Appraisal page will allow you toSome readers

• I have submitted my Appraisal, but need to make changes

  You can still edit or update an Appraisal that has been submitted to your appraiser while this is in Submitted state. You can check the status to the top right of the Appraisal page. The editing process would be managed in exactly the same manner as when your Appraisal was in Draft. It will only be locked off from further editing once it has been signed off in all sections, submitted to your Responsible Officer (RO) and marked as Complete to the top right.Some readers

• I lost all my Appraisal entries. Help!

  Sometimes the newly made entries appear to vanish from the Appraisal/Portfolio or they get stuck whilst saving, most likely due to intermittent internet connection. Losing one's work is of course very frustrating but there are certain workarounds which may be helpful with retrieving lost entries. More often than not, this information is saved by cookies in one's web browser. In orderFew readers

• I need my Appraisal to be completed

  The final four sections of the Appraisal are to be completed after submission to your appraiser; these will each need to be filled in and marked as Complete, and this will automatically complSome readers

Appraiser Feedback

• I can't find the Appraiser Feedback form

  The Appraiser Feedback form (questionnaire) is distributed to appraisees automatically once the Appraisal is complete. If you have received an email asking you to complete this form, a link to this will be within the text of that email. If this method does not work for you, or if you cannot locate the link, there would be an alternate method to find said form. Once logged in to the site, you should go to the Notifications section of your Dashboard. The notification relating to Appraiser FeFew readers

• Where can I find my Appraiser Feedback report?

  The Appraiser Feedback questionnaire is automatically sent to an appraisee as soon as their Appraisal is deemed complete. If you are an appraiser, your organisation's administrator will be able to generate and provide you with Appraiser Feedback report which can be used as part of your own Appraisal. Please request such a report directly from the administrator at your organisation whose contact details can be found under System Support on your Dashboard.Few readers

Medical Revalidation

• How to make sure that everything is ready for my upcoming medical revalidation?

  SARD Customer Support Team does not have the ability to confirm whether absolutely everything is lined up for your upcoming medical revalidation, due every five years. This is because we are not in charge of the data, and we do not know the specific or unique circumstances which may not be recorded on the system. What we can do, apart from providing tech support, is to check your Recommendation page as far as Appraisals and MSF/360 are concerned. In order to make sure that everything is reFew readers