Create a New Cohort and Assign Users to a Cohort v2

Create a New Cohort and Assign Users to a Cohort v2

You need Admin access to be able to perform this action.

Cohorts are site-wide or course category-wide groups. The purpose of cohorts is to enable all members of the cohort to be easily enrolled in a course. This can be done using Cohort sync, which, as the name suggests, synchronises cohort membership with course enrolment. Alternatively, a cohort can be manually enrolled in a course.

Create a new cohort

This will show you how to create a new cohort.

Step 1: From the Home Page, Login using your Admin credentials.



Step 2: Once logged in, click the Site Administration on the menu bar.


Step 3: Select Users, then Cohorts.



Step 4: On the Cohorts page, click on the 'Add new cohort' tab. Existing cohorts will appear on the 'System Cohort' tab.


Step 5: Fill out the information needed and adjust the settings for the cohort.


Name*
(Mandatory field) enter the desired name of the Cohort in the Name text box.
Context
If the Cohort / Team is going to be top level cohort (not a sub-cohort of an already existing cohort, select System in the Context drop-down. If your Cohort / Team is going to be a cohort within a specific course category, from the drop down select the course category that this new cohort will become a cohort of.
Cohort ID
 If your cohort has an ID number, you can enter this here. This is an optional field, if there is no ID, leave this area blank.
Visible
(checkbox) If ticked, cohorts can be seen by users in underlying courses. The default setting is enabled, if you do not want users in underlying courses to see these cohorts, you can disable this setting.
Description
You can describe what the cohort is all about here, Otherwise, can be left blank.

Step 6: Once done filling in the fields, scroll to the bottom of the page and select Save Changes.



You have successfully created a cohort.


Assign Users to a Cohort

To add users to an existing cohort, follow the steps below:

Step 1: From the Home Page, Login using your Admin credentials.



Step 2: Once logged in, click the Site Administration on the menu bar.


Step 3: Select Users, then Cohorts.
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Step 3: Search for the cohort you want to add users to. You can also click on 'All cohorts' tab to view the list of all available cohorts for the site.
When a site has a large number of cohorts, keywords may be entered into the Search Cohorts box to search for or filter the available cohorts.


Step 4: After choosing a cohort, Click on the gear icon for the settings  to hide, edit, delete and assign. Choose Assign.


Step 5: Select the user/s that you’d like to add to the cohort from the Potential Users List, then select Add.
Tips: You can select multiple users by holding the Ctrl key on your keyboard while clicking on the users from the potential users list.


The added user/s will now appear in the Current Users List

You have now assigned user/s to a new or existing cohort.



Removing users from a cohort may result in unenrolling of users from multiple courses which includes deleting of user settings, grades, group membership and other user information from affected courses.

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