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 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
- 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
