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 will enable you to can make the following edits;
- 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 reporting and receiving email 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 - Allow the Cohort to obtain and track CPD points in their Achievements page in My Learning.
- Capability (New) - Will turn the capability feature on for the users in this cohort.
- 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 to the cohort, press the 'select cohort manager' button, select the user/s you wish to assign as cohort managers, and press the confirm button.
- Apply a Tax exemption
If enabled, users in this cohort will be exempt from sales taxes when making purchases on the PLMS.