General FAQs

• Appraisal & Medical Revalidation User Guide

  Sections 1-3 & 8 of this SARD User Guide cover general system navigation and core components; sections 4-7 provide details on Appraisal features and functionality.Popular

• How do I view my previous Appraisals?

  This Helpdesk article shows where to find your previously completed Appraisals.Some readers

• How do I view previous MAG Forms?

  If you see a "Please wait..." error message when trying to view the previous MAG (Medical Appraisal Guide) form, read on.Few readers

• I need a summary of my complete Appraisal

  This Helpdesk article explains how to download a document called Appraisal Summary or the entire Appraisal form.Few readers

• Where can I find Appraisee Declaration Form?

  If your organisation requires an Appraisee Declaration Form (formerly Lead Clinician Form) prior to Appraisal, read this Helpdesk article.Few readers

• What should I complete first: the Portfolio or the Appraisal form?

  In this Helpdesk article, we explain how the SARD Appraisal system works and why it is recommended to complete the Portfolio before the Appraisal form.Some readers

• Can my Personal Assistant modify my Appraisal?

  This Helpdesk article outlines the role of a Delegate and the actions they can perform on SARD on behalf of their assigned medics.Few readers

• Who is my Responsible Officer?

  This Helpdesk article signposts whom to contact if you are unsure who your Responsible Officer (RO) is.Few readers

• Navigating Appraiser Dashboard

  This Helpdesk article, written with appraisers in mind, explains how to access and navigate the Appraiser Dashboard.Few readers

• Why can't I access my appraisee's Appraisal?

  In this Helpdesk article, appraisers can learn why they are unable to access Appraisals of their appraisees and how to fix it.Few readers

Appraiser Allocation

• How do I set/change my appraiser?

  In this Helpdesk article, we outline different ways of choosing and changing your appraiser.Popular

• I need to add an additional/academic appraiser

  If you need to nominate an additional or academic appraiser for your next Appraisal, refer to this Helpdesk article.Few readers

Portfolio FAQs

• My Portfolio is blank or missing sections

  This Helpdesk article explains what to do if your open Portfolio has fewer sections than expected or no sections at all.Few readers

• How to save items in the Portfolio & Appraisal form sections?

  This Helpdesk article offers guidance on correctly uploading and saving written entries and/or files in your Portfolio and Appraisal form.Few readers

• How can I upload an email to my Portfolio?

  Learn how to correctly upload an email to your eDocuments folder or Portfolio.Few readers

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

  This Helpdesk article explains how evidence expiry dates function within a Portfolio.Few readers

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

  This Helpdesk article describes the small difference between uploading new and existing eDoc files to your SARD Portfolio.Few readers

• How to keep evidence for the next Appraisal?

  This Helpdesk article outlines how to retain a specific piece of Portfolio evidence for the next Appraisal.Few readers

• How to upload evidence files from other e-Portfolio to SARD's Portfolio?

  This Helpdesk article explains how to upload evidence files from external e-Portfolios (e.g., JRCPTB, Horus) to your Portfolio on SARD.Few readers

• Why do some documents uploaded to my Portfolio/eDocuments show as compressed files?

  This Helpdesk article focuses on instances in which evidence documents were erroneously uploaded to SARD as compressed files, along with the proposed workarounds.Few readers

Submitting and Completing an Appraisal

• I need to change Appraisal meeting date

  This Helpdesk article explains how to change the proposed Appraisal meeting date.Few readers

• I need to change my Appraisal due date

  This Helpdesk article advises whom to contact if you need to change the due date of your next Appraisal.Some readers

• I need to submit my Appraisal

  This Helpdesk article offers guidance on resolving the most common issues with submitting an Appraisal in draft.Some readers

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

  This Helpdesk article explains how long the Appraisal remains editable, and whom to contact if you need to amend a complete Appraisal.Popular

• I lost all my Appraisal entries. Help!

  This Helpdesk article provides a workaround for retrieving unsaved entries in your Portfolio or Appraisal form.Few readers

• I need my Appraisal to be completed

  In this Helpdesk article, we explain how to conclude a submitted Appraisal and who can complete the last four sections of the Appraisal form.Some readers

• Scope of Work from my previous Appraisal was not carried over to the new Appraisal. Why?

  If your Appraisal form has been updated to version 7.0 or higher, and your Scope of Work was not carried over from the previous Appraisal, read on.Few readers

• How to sign off my own Appraisal?

  This Helpdesk article provides a step-by-step guide on how to sign off your own Appraisal form.Few readers

Appraiser Feedback

• I can't find the Appraiser Feedback form

  This Helpdesk article explains when appraisees can expect the link to the Appraiser Feedback questionnaire and where to find it.Few readers

• Where can I find my Appraiser Feedback report?

  This Helpdesk article offers guidance for appraisers on obtaining the Appraiser Feedback Report from their organisation.Few readers

Medical Revalidation

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

  This Helpdesk article outlines whom to contact at your organisation to ensure that preparations are complete for your next revalidation.Few readers