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
Session Question	What is the 'In progress & eligible' view?	26:10