How to Create a Cohort for a Qualification Using Categories and Assign Users to a Category Cohort v2

Note: You need an Admin or a Manager access before you can perform this action.

In this tutorial we will be looking at how to create category cohorts and assign users. This assumed that you have created a category for your units. If you haven't done that, you can create a category by following this guide: How to Add a Category.

The purpose of category cohorts is to make it easy to enrol users in a course/unit within that category at once. You can also enrol them straight into a group in each course. All this, simply by adding the user to the cohort. There are just some simple steps to do to set it up.

Note: Category cohort is visible and applicable only to courses from a specific category.

To enrol the category cohort, Cohort sync enrolment should be added to each course in the category. This synchronises cohort members with enrolment. Alternatively, a cohort can be manually enrolled in a course or category. Check this tutorial to learn How to Enrol a Cohort in a Course.

Create a Cohort for a Category

This will show you how to create a cohort for a category.

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

Step 2: After log-in click Site Administration -> Courses -> Manage Courses and Categories

Step 3: Select a category, click the cogwheel icon for the settings of that category. Select Cohort in the dropdown.

Step 4: Click Add new cohort in the Category Cohorts page. If there is an existing cohort in this qualification, it will appear in this page.

Step 6: 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	The cohort needs to be under the desired specific category/ qualification.
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 7: Once done filling in the fields, select Save changes.

You have successfully created a cohort for a category.

Assign Users to a Category Cohort

This will show you how to assign users to a category cohort.

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

Step 2: After log-in click Site Administration -> Courses -> Manage Courses and Categories

Step 3: Select a category, click the cogwheel icon for the settings of that category. Select Cohort in the dropdown.

Step 4: Search and choose a cohort from the list that will appear on the Category Cohorts page.

Step 5: After choosing a cohort, click the cogwheel icon for the settings, choose Assign from the dropdown.

Step 6: Select the user/s you’d like to add to the cohort from the Potential Users List, then select Add. (You may use the search bar to look for the user's names.)

Tip: 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.

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