Advanced Cohorts for Version 3.7

Step 1. Log in as Site Administrator and select Site Administration

Step 2. Select the Users tab

Step 3. Scroll down the page and select the link Advanced Cohorts

Step 4. To add a new cohort, select the Create new button

Step 5. Enter the following details

• Cohort name
• Meet ALL conditions below by using the plus sign
• Meet ANY conditions below by using the plus sign

Step 6. Once the conditions have been added, select the Save button

Step 7. Once the Cohort has been saved to the list of existing cohorts, the following message will be displayed on the Advanced cohort screen.

Cohort {name of cohort} saved

Step 8. Users will automatically be added and removed from the Advanced Cohort based on the settings in Step 6 once the scheduled tasks have run.

 

Step 9. On the Advanced Cohort screen will be displayed a list of cohorts and next to each cohort the administrator is able to do the following.

• Edit
• Delete
• Activate/Deactivate

Edit

Selecting the Edit link allows the administrator to perform the following functions

• Rename a cohort from the original name to a new name

• Add or delete a set of conditions that must be met to be added to the advanced cohort. These include: 

* Meet ALL conditions below

*  Meet ANY conditions below

 

	Delete a condition
	Add a condition

Delete

Selecting the Delete link allows the administrator to delete a cohort but will ask for confirmation.

Once the Cohort has been Confirmed for deletion, the following message will be displayed on the Advanced cohort screen.

 

Cohort {name of cohort} deleted

Deactivate

Selecting the Deactivate link allows the administrator to effectively hide the cohort from within Learnbook so that it can not be selected without deleting the cohort.

Once the cohort has been deactivated, the Deactivate link will be replaced with an Activate link.

 

Once the Cohort has been deactivated, the following message will be displayed on the Advanced cohort screen.

 

Advanced cohort Department A deactivated, users will not get updated in the scheduled task for this cohort.

Step 10. To check the users in the Advanced Cohort select Site Administration

Step 11. Select the Users tab

 

Step 12. Scroll down the page and select the link Cohort viewer

Step 13. Select the cohort from the dropdown menu and select the Submit button to view the cohorts in from the Advanced cohort group.

Step 14 Selecting the User profile link will display information for that user.