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.
- The Members Apprentices 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.
- Click SAVE
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 participants and change the supervisor by clicking either the drop down arrows in those sections and check or remove the check next to names as needed.
- Note: You can also change an apprentice's cohort by using ACTIONS - Batch Edit on only Participants List page.
If you have questions or need help, please submit a Support Ticket here.