Embark Guidance
Here you can find information and guidance on using Embark, the application platform.
Embark Training Video
Anna and Laura ran Embark training demonstrations on 26th August 2020 - here is the recording for one of those sessions:
https://us02web.zoom.us/rec/share/v5B6Mr_2_WBOTLfy7hrAAv5xIb_iT6a81CJN86YLnhp9no1SzeiJxYjg4uxbSg6P
Passcode: =wt!&4AZ
Theme | How to | Time Stamp (MM:SS) |
Getting Started | Preferred browsers for using Embark | 01:40 |
Logging in | 02:10 | |
Post log in orientation | 03:25 | |
Application Grid | Application grid overview | 05:40 |
Navigating between views | 06:30 | |
Editing a view (adding columns and changing filters) | 07:15 | |
Saving a created view | 09:30 | |
Managing (removing) your personal views | 10:20 | |
Opening the application summary (including in progress applications) | 10:55 | |
Opening and downloading a submitted application as PDF | 11:40 | |
Editing Application Data | Editing application data from the back end | 13:15 |
Uploading documents to an application | 14:00 | |
…and attaching those uploaded documents to the PDF (if application is already submitted) | 18:50 | |
Updating applicant progress (Admin: Application Status field) | 16:50 | |
Updating application data in bulk | 17:40 | |
Downloading Data | Downloading a submitted application as PDF | 11:40 |
Downloading applicant data to Excel (CSV) | 20:20 | |
Downloading PDFs in bulk | 21:05 | |
Contacting Applicants | Emailing applicants from Embark | 21:35 |
(NB - it is also possible to save a created email as a template using the save option in the email pop up box) | (not shown) | |
Checking that an email has been sent | 28:15 | |
Recommendations (References) | Where to find registered referee information | 29:45 |
Checking the references status of an application & resending reference requests | 30:25 | |
Sending a referee the unique link to their reference form | 31:40 | |
Navigating the Recommenders tab | 32:30 | |
Extending the reference deadline on a case-by-case basis | 34:20 | |
Reviewing Applications | Brief introduction to the scoring matrix | 36:10 |
Setting up a new reviewer | 36:55 | |
Assigning applications to a reviewer for review | 37:15 | |
Removing an application from a reviewer (double click on reviewer name and select blank) |
39:00 | |
Tracking the progress of assigned reviews | 39:40 | |
Reviewing functionality - what a reviewer sees when they log in | 40:30 | |
Data Protection | Volunteer Confidentiality Agreement (required before accessing applicant data in Embark or otherwise): https://rhodes.embark.com/contact/vca |
42:50 |
Session Question | Can an applicant submit an incomplete application? | 24:30 |
What is the 'In progress & eligible' view? | 26:10 |
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