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How to Edit a Cohort

This article will show guide Admins through editing a cohort

This article will guide admins through editing a cohort and applying the different settings available to a cohort.

Editing a Cohort:

1. Navigate to Admin > User Management > Manage Cohorts.

2. Expand the Cohort by clicking on it, and then click Edit Cohort.

3. The cohort edit page allows you to make the following changes:

  • Change the Cohort Name
  • Change the Cohort Description
  • Enable Cohort Features
  • Allow Supervisors to edit the Cohort
  • Allow users to request to join the cohort
  • Assign cohort managers to the cohort
  • Apply a Tax exemption for that cohort when making purchases on the PLMS

4. Click the SAVE button.

Cohort Settings and Features:

  • The cohort features available from the Cohort Features dropdown field
    • On Leave - Will designate the Cohort as on leave so its users will be excluded from Compliance Reports, receiving emails and notifications.
    • Alternate Supervisors - Will allow this cohort to be the designated list of users who can be selected to approve a Live Learning session registration if the user registering, does not have an active supervisor.
    • CPD Points - Allows users in this cohort to earn and track CPD (Continuing Professional Development) points on their Achievements page in My Learning.
    • Capability - Enables the Capability feature for users in this cohort, allowing them to view and track assigned competencies and skills.
  • Supervisor Editable Cohort
If this is enabled, supervisors will be able to manually add or remove the users they supervise from this cohort. They will have an additional view on the supervisor tab to view cohorts they can update.
  • Allow users to request to join the cohort

 

If enabled, users will be able to view the name and description of this cohort. Cohort Managers can approve or deny any requests to join the cohort.

Users can view these cohorts on the Find Your Cohort page. If you want to give them access, consider including it as a Link Widget on a homepage dashboard, or sharing this link in other communications.

  • Assign cohort managers to the cohort

 

To add a cohort manager, click Select Cohort Manager, select the users you wish to assign, and click Confirm.

  • Apply a Tax exemption

When enabled, users in this cohort are exempt from sales taxes when making purchases on the platform.