How to start a new appraisal

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To start a new Appraisal

  • Click on Portfolio from the Dashboard
  • Select Past appraisals which can be found on the right hand side of the Portfolio page:

Medical_Appraisal_Template_2024_25_-_FourteenFish.png

  • Click on Start a new appraisal:

Your_appraisals_-_FourteenFish.png

  • The system will use the Profession you have set to suggest the most appropriate appraisal template, which will be shown at the top. You don't have to choose this but to select the appraisal template you want to use, click on Choose this portfolio:

Choose_the_portfolio_format_you_would_like_to_use_-_FourteenFish.png

  • The system will make you aware if you have any open appraisals and give you the choice to either Create a new appraisal or Work on this appraisal:

Start_a_new_appraisal_-_FourteenFish.png

  • Selecting Create a new appraisal will take you to the following page where you can enter a Start date, which should be the day after your last appraisal (or your ARCP) and click on Save:

Appraisal_dates_-_FourteenFish.png

 

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