Quality Education for a Healthier Scotland

Dealing with SOAR Login Requests

For Deanery Teams

Dealing with Login Requests

• Trainees may approach you for help with login:– By Telephone– By Email

• Users are encouraged to submit SOAR Login Request form

• Currently, Trainee login requests are sent to:– Vicky.Hayter@nes.scot.nhs.uk– Laraine.Wood@nes.scot.nhs.uk

• Submitting the Login Request Form does NOT automatically create or update the user account – you (as Admin) need to action this, following local checks

Example login request email from SOAR

Checking the Trainee details (1/2)

• Check to see if the user is on Pinnacle• If not on Pinnacle, refer to the deanery regional

procedure and await user’s addition

• Trainee doctors are added to Pinnacle from UK national systems– (after a number of checks are performed)

Checking the Trainee details (2/2)

• Search for existing account on SOAR– Search GMC number, email and spelling of surname

• Amend login details – Check “last updated” date (in case already actioned by

someone else)– If account locked: unlock, save, then reset

• Accounts are locked if user provided correct login name and password – but entered incorrect security question 3x times

– Assign dummy password (at least 8 characters long and alpha-numeric); or

– Use Reset button to wipe password and security questions

• System will send automated email to Trainee confirming their new login details

Search terms•Surname•GMC number•Current region•Click on name to access details

Displays Pinnacle imported dataShows summary of declarationsSOAR Login details-Trainee can provide different email address (e.g. home email)-Change password if user forgot password-Set account to “unlocked” if locked-(and Save before next action)-Reset if Trainee forgot Security questions or is struggling to login for whatever reason

Trainee not on SOAR?

• Check Pinnacle• All Trainee data on SOAR is imported from

Pinnacle in an overnight process• If a Trainee’s start date is set in the future,

the Trainee’s details will not get imported until that date

• Check for Start Date typos (e.g. entering wrong year by accident)

• Email SOAR@nes.scot.nhs.uk for further investigation

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)