How to Create, Assign & Edit Apprentice Cohorts

Learn how to create, assign & edit apprentice cohorts.

User Types:  Regulators, Sponsors & Employer Administrators

• Cohorts are optional but they can be a great way to manage specific groups within an occupation or employer. They allow the filtering of participant lists by cohort to allow quicker batch actions, such as converting participants from managed to authenticated, editing records; creating notes, reminders, and tasks; and changing participant statuses.

 Step 1: Click COHORTS on the blue Navigation Bar 

Step 2: To create a New Cohort, click CREATE+ 

Complete the form - Click the drop-down arrows on the right to see options for fields. Only Title and Owner (sponsor or employer organization) are required to create a cohort. 

Step 3: Add Users to Cohorts

• The Participants drop-down will allow you to select the participants who will be assigned to the cohort from a full list of participants, and the Supervisor drop-down will allow you to view all possible supervisors.
  • Only 1 supervisor can be assigned to a cohort. 
  • Participants can only be assigned to 1 cohort at a time.  Any participants added to the cohort will automatically be assigned the cohort supervisor if one has been assigned to the cohort.

There are 3 ways participants can be assigned to a cohort:

1. General Profile Tab
   1. Go to your participant's profile
   2. Click the General Tab and the pencil edit icon
   3. Select the Cohort from the drop-down list
2. Add users directly from the cohort page
   1. Go to the cohort page
   2. Click "Add Participants +"
   3. Search and select the participants
   4. Click "Select Participants to add them
      
      
      
3. Assign Participants to cohort through "Batch Edit"
    If you need to re-assign multiple apprentices to a new cohort or add multiple quickly, using the Batch Edit process is the best way
   1. Go to Participant List
   2. Select as many apprentices as you'd like via the checkbox to the left of their name
   3. Click the Blue Actions button
   4. 
   5. Select "Batch Edit"
      
   6. Click Cohort and select which one you'd like to add the participants to
      

 

Step 4:  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
• If you need to remove a participant, click the x icon in the list
  

 

If you have questions or need help, please submit a Support Ticket here.