Quality Education for a Healthier Scotland

How to Archive User Accounts on SOAR

For Administration Teams(Primary and Secondary Care)

Archiving User Accounts

• When a doctor is no longer working in Scotland their SOAR user account needs to be archived.

• To archive a User Account:1. Find the user on SOAR2. Click on “Roles” tab3. Click “Remove” to delete all user roles 4. Click “Save”5. Click the button to change account from “Live” to

“Archived”6. Click “Save” again to retain changes

When a User moves to a new Health Board in Scotland

• The Archive function is only used if the doctor is no longer working in Scotland– e.g. moving/relocating/emigrating, retiring, passed

away, etc

• If a doctor is simply moving to a different Health Board in Scotland, their user account does NOT need to be archived

• In this case the doctor’s role needs to be updated– For Reference please use Powerpoint # 102 “Create

New User Accounts and Dealing with Login Requests”

• User Search• Find user and click on

their name• From User Details,

click on the “Roles” tab

• First, the user’s Roles need to be removed by clicking “Remove”

• Click “OK” when popup box appears

• Click “Save”• Account can now be

archived• Click “Save” again to

store changes

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)