Video Library
Overview
Explore our collection of step-by-step training videos designed to help you master the functionality within the ResidencyCAS Portals quickly and easily.
Program Portal Learning Path
Watch the videos to build a solid foundation in the Program Portal, guiding you through each step of configuring your ResidencyCAS portal.
| Video | Description |
|---|---|
| 1. Navigating the Program Portal |
Start here to get familiar with the Program Portal interface. This video walks you through the core navigation, where to find key features, and how to access the tools you'll use throughout your review process. 🧭 Foundation: Understand the layout before configuring anything. |
| 2. Managing Users |
Now that you know your way around, learn how to add and manage users. This includes assigning roles, setting permissions, and applying data restrictions to ensure everyone sees only what they need to. |
| 3. Configuring Phases |
With users in place, it’s time to structure your review process. Learn how to set up Phases that align with your workflow, add review forms to Phases making them visible to reviewers, and move applicants to Phases in batch making your process more efficient. |
| 4. Configuring Your Review Process | This video brings your workflow to life. You'll learn how to connect evaluation forms, teams, assignments and Phases, and the Holistic Score together. It's the step that brings strategy into action. 🔧 Integrates the pieces into a functioning review process. |
| 5. Configuring Evaluation Forms | Dig into the evaluation forms your reviewers will complete. Learn how to create and customize forms to collect consistent, meaningful data from your review team. 📝 Critical for ensuring consistent evaluations. |
| 6. Segmenting Applicants | Finally, refine your process by learning how to segment applicants. Use filters to group applicants together for reviewing, assigning, or managing them more efficiently throughout your review workflow. 🎯 Fine-tunes your review process for maximum efficiency. |
Interview Portal Learning Path
We’re currently updating our training videos to reflect the latest features and workflows. These should be available in August. Thanks for your patience.