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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:

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)
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):
Session Question Can an applicant submit an incomplete application? 24:30
What is the 'In progress & eligible' view? 26:10