Training Video Library

Learn how to access and log in to the Configuration Portal for the first time. This video provides an overview of the Program Details page and explains the available program information fields, including which settings may require updates for your program.

🔧 Start here to familiarize yourself with your program’s configuration options. 

Customize how your program appears to applicants in FellowshipsCAS. Learn how to add program branding and a description, create program-specific questions, and configure additional document requirements for applicants.

✨ Use these tools to tailor the applicant experience to your program’s needs. 

Start here to become familiar with the FellowshipsCAS Program Portal. This 1-hour webinar introduces the portal layout, core navigation, and the tools your team will use to manage applicants and support the review process.

🧭 Foundation: Understand where to find the features you will use throughout the cycle. 

Learn how to add users to the Program Portal, assign default roles based on their responsibilities, and manage permissions for different members of your program team. This video explains what coordinators, faculty, reviewers, and other users can view and do to help you provide appropriate access throughout the application review process.

🔐 Complete this before assigning reviewers or launching your workflow. 

Learn how to hide applicant photos or demographic information during application review using Data Restrictions. Whether you're following institutional guidance or supporting your program's efforts to reduce bias, Data Restrictions can be applied through Roles to control which application information is visible to specific reviewers. 

🔐 Complete this before assigning reviewers or granting user access. 

Learn how to create tags that support your program’s application-management process. Tags help you identify applicants based on the categories, priorities, or internal tracking criteria that matter most to your team.

🏷️ Build a tagging structure that aligns with your review strategy. 

Put your tags into action to organize applicants and streamline review. Learn how to apply and use tags to support sorting, filtering, communication, and team coordination.

🎯 Use tags to make large applicant pools easier to manage. 

Create scoring forms that help reviewers assess applicants consistently. Learn how to build evaluation criteria and structure forms around the factors your program uses to make informed decisions.

📝 Critical for creating a consistent and meaningful evaluation process. 

Connect scoring forms to the appropriate review phases so they are available to reviewers at the right point in your workflow. Learn how to align evaluations with each stage of applicant review.

🔧 This step connects your forms to your active review process.

Save time and promote consistent communication by creating reusable email templates. Learn how to prepare messages for common applicant communications in advance.

✉️ Create templates before you need them to make outreach faster and more consistent. 

Send communications to applicants directly from FellowshipsCAS and monitor engagement. Learn how to use email tools to provide timely updates while keeping communications organized in one place.

📬 Use tracking insights to support efficient follow-up and applicant communication. 

Group applicants into segments using filters and criteria that match your workflow. Learn how segments can help your team review, communicate with, or manage subsets of applicants more efficiently.

📊 Segments make it easier to take action on the right group of applicants at the right time. 

Assign applicants to individual reviewers or teams to distribute work and support accountability during the review process. Learn how assignments fit into an organized, collaborative workflow.

✅ Use assignments to ensure every application receives the right level of review. 

Learn how calculated fields can combine reviewer scores and help your team quickly interpret evaluation results. This video demonstrates how to use score totals to support consistent, data-informed review decisions.

📈 Helpful for simplifying score analysis across multiple evaluation criteria. 

Begin with an introduction to the FellowshipsCAS Interview Portal. This 1-hour training webinar walks through the portal’s purpose, navigation, and the key tools available for coordinating an organized interview experience. The goal is to help you decide if it’s the right tool for your work.

🧭 Foundation: Understand the Interview Portal before configuring settings or sessions. 

Add the people who need access to the Interview Portal, including staff, interviewers, and applicants. Learn how to prepare participants for the interview process and ensure they can access the appropriate information.

👥 Complete this before finalizing schedules and conducting interviews. 

Learn how interview statuses help you monitor applicants as they move through the interview process. Use statuses to understand where each applicant stands and keep your team aligned on next steps.

📋 A useful tool for tracking progress and managing interview logistics. 

Configure the settings that shape your program’s interview experience. Learn how to review and adjust program-level options before inviting applicants or building interview sessions.

⚙️ Set these details early to establish a consistent experience for staff and applicants. 

Create scoring forms for interviewers to evaluate applicants and capture feedback in a consistent format. Learn how to align interview evaluation criteria with your program’s decision-making process.

📝 Supports structured, consistent feedback across interviewers.

Build an interview session that fits your program’s format and schedule. Learn how to configure session details and prepare the framework for your interview day.

🗓️ This is the central step in organizing the interview experience. 

Create meeting rooms for virtual interviews and program events. Learn how to configure rooms for applicant interviews, staff discussions, welcome sessions, or other components of your interview day.

💻 Use meeting rooms to keep the virtual interview schedule organized and seamless. 

See the Interview Portal from the applicant’s perspective. Learn what applicants can view and how they interact with interview invitations, schedules, meeting information, and other interview-day details.

🎓 Use this overview to prepare clear instructions and support for applicants. 

Learn how to review interviewer feedback, evaluate applicant scores, and use ranking tools to support your program’s interview and selection process.

📊 Use this information to help your team make informed, collaborative decisions. 

Learn how to invite applicants to interview through the Interview Portal. This video reviews the process for selecting applicants and sending interview invitations.

✉️ Invite applicants after your session, schedule, and interview settings are ready. 

Build an interview schedule that organizes applicants, interviewers, meeting rooms, and interview activities. Learn how to set up the schedule your team will use to manage the interview day.

🗓️ Complete your schedule before finalizing interview assignments and applicant details. 

Learn how to use TimeTrack to monitor and manage activities during an interview day. This video shows how the tool can help your team stay aware of timing, progress, and potential schedule changes.

⏱️ Use TimeTrack to support a smooth, coordinated interview-day experience. 

Learn how to access and conduct applicant interviews through the Interview Portal. This video reviews the interviewer experience and the tools available while meeting with applicants.

🎥 Share this video with faculty and interviewers before interview day.