Learn how to create and Edit apprentice cohorts.
Cohorts are optional but they can be a great way to manage specific groups within an occupation/program or employer. They also allow you to filter your participants lists by cohort and then execute batch actions, such as converting apprentices from managed to authenticated, editing records; creating notes, reminders, and tasks; and changing apprentice statuses.
Step 1: Click COHORTS on the blue Navigation Bar
Step 2: To create a new cohort, click CREATE+ in the top right corner
- Complete the form - Click the drop-down arrows on the right to see options for fields. Only Title and Owner are required to create a cohort shell.
- The APPRENTICE drop-down will allow you to click on the apprentices you want to ADD to the cohort from a a full list of apprentices and the Supervisor drop-down will allow you to view all possible supervisors.
- Currently, only 1 supervisor can be assigned to a cohort
- Currently, apprentices can only be assigned to 1 cohort at a time.
- Click SAVE in the top right corner
Step 3: To Review & Edit a Cohort
- Click a cohort name on the COHORT page to open its details page
- Click the pencil icon in the top right corner to edit cohort details
- You can remove and add apprentices and change the supervisor by clicking either the drop down arrows in those sections (to see all apprentices or supervisors who can be added/removed) or click on the name of the apprentice or supervisor you would like to change.
- Note: You can also change an apprentice's cohort by using Batch Actions on Participants-Apprentices page.
