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Creating New User Accounts on SOAR

Creating New User Accounts on SOAR. For Administration Teams (Primary and Secondary Care). When to create a new user account on SOAR. A new user account will need to be created if: A doctor is no longer a trainee ( post CCT )

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Creating New User Accounts on SOAR

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  1. Creating New User Accounts on SOAR For Administration Teams (Primary and Secondary Care)

  2. When to create a new user account on SOAR A new user account will need to be created if: • A doctor is no longer a trainee (post CCT) • Trainee accounts are separate from the Primary and Secondary Care accounts on SOAR • Qualified/post-CCT trainees will need a new Primary or Secondary account created for appraisal • Trainee accounts will be archived post CCT • A doctor is new to working in Scotland • SOAR is only used by those working in Scotland • Doctors joining from outside Scotland (England, EU, etc) will need an account set up • You may need to request a Form 4 equivalent to confirm they’ve been appraised

  3. To create a new user account • Check to ensure the user is not already on SOAR • Search GMC number, email and spelling of surname • Once assured user is NOT on SOAR: • Create the new user account • Fill out the General Details for the new user • Allocate a new login name and password • Add the user’s roles • Re-enter the password (to trigger an email to the user)

  4. Click on “New User” when logged in as administrator

  5. Insert a new unique login name for the user • Give the user a password • Confirm the password • Password must be at least 8 characters long and include a number • Leave the “Security Questions” blank. The new user will add this information once logged in • Click “Save” • If the login name inserted is already in use you will be prompted to change it • Enter the new user’s GMC number • Enter the new user’s name • Enter the user’s email address • Fill out the rest of the General Details as appropriate

  6. When saved, a new “Roles” tab will appear - click on this • Select the user’s Role from the drop-down menu • Select the user’s Health Board from the drop-down menu • Click the “Add New Role” button • Click “Save” • Return to the “Details” tab

  7. Re-enter the password • Confirm the password again • Click “Save” • This triggers an email to the user informing them of their login details

  8. Further support • Medical Appraisal Scotland website: • www.appraisal.nes.scot.nhs.uk • Resources, FAQ and other useful sections • Local Administration teams: • Contact details on Medical Appraisal Scotland • SOAR Helpdesk • Black “Help” box on right when logged into SOAR; • or SOAR@nes.scot.nhs.uk • Due to capacity issues we are unable to offer telephone support • You can request a call back via the Helpdesk – but we need detailed descriptions of the issue(s)

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