SARD and Totara Streamline Medical Appraisal and Mandatory Training

Totara’s system manages and tracks mandatory training and compliance for clinicians, while SARD supports medical appraisal, revalidation, and workforce planning. The integration seamlessly connects these functions by automatically transferring completed training from Totara into SARD’s appraisal records to support revalidation.

Data flowing between the two systems removes the need for manual data entry and system-switching, improves data accuracy, and ensures training records are visible within appraisal workflows, helping drive compliance and engagement. In return, appraisal data can be fed back into Totara to provide a more holistic organisational view of performance and compliance.

The two systems are linked using a stable identifier such as a General Medical Council (GMC) number, rather than email addresses, ensuring accurate matching even when staff move between organisations. Completed mandatory training records and appraisal records are automatically transferred back and forth between the two systems on a regular overnight data feed. A successful pilot has been implemented at Oxford University Hospitals NHS Trust. Since going live in November 2022, following a simple configuration process, it has facilitated the automatic transfer of training certifications to support 2000 appraisals annually. Manual processes have been replaced where doctors or administration teams would previously upload training evidence into the SARD system.