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{{Grouping users}}
{{Grouping users}}
<p class="note">'''Please refer to [[Page_notes#Grouping users|these notes]] before editing this page.'''</p>Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.
Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.
==Creating a cohort==


Cohorts can be created by site administrators and other users with appropriate permissions.


A three minute Cohort in Moodle 2.0 video:
* Access ''Settings > Site administration > Users > Accounts > Cohorts''
[[File:Createcohort.png]]
* Click the Add button
*'''NOTE''' In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
*Complete the details and save the changes.
* Follow the assign link opposite the cohort name in the list of available cohorts.
[[File:Assigncohort.png]]
* Select potential users from the list then click the Add button.


<mediaplayer>http://www.youtube.com/watch?v=FMWZW_n0eVI</mediaplayer>
To synchronise cohort members with course participants, the [[Cohort sync]] enrolment plugin should be enabled in ''Settings > Site administration > Plugins > Enrolments > Manage enrol plugins''.




Cohorts in Moodle 2.0 video:
==Adding users to a cohort in bulk==


<mediaplayer>http://www.youtube.com/watch?v=dMqaeOGXuHQ</mediaplayer>
#Access ''Settings > Site administration > Users > Accounts > Bulk user actions''
#Find users by setting an appropriate filter
#Add users from the available list to the selected list
#Choose 'Add to cohort' with selected users


==Creating a cohort==
==Uploading users to a cohort==


To create a cohort manually
An administrator can upload users via CSV file to existing cohorts as follows:
#Access ''Settings > Site administration > Users > Accounts > Upload users''
#Upload a text file with the following format:


# Access ''Site administration > Users > Accounts > Cohorts''
username,password,firstname,lastname,email, cohort1
# Click the Add button
tomjones,Pass1234*,Tom,Jones,tomjones@example.com, year3
# Complete the form and click the 'Save changes' button
marysmith,Pass1234*,Mary,Smith,marysmith@example.com, year4
# Follow the assign link opposite the cohort name in the list of available cohorts
# Select potential users from the list then click the Add button


To synchronise cohort members with course participants, the ''Cohort sync'' enrolment plugin should be enabled in ''Site administration > Plugins > Enrolments > Manage enrol plugins''.
where year3 and year4 are the '''cohort ids''' of existing cohorts (i.e. ''not their names'')


==Enrolling a cohort in a course==
==Searching cohorts==
When a site has a large number of cohorts, keywords may be entered into the Search Cohorts box to search for or filter the available
cohorts.


In order to actually enrol users from a Cohort into courses the ''Cohort-Sync'' Enrollment plugin needs to be added to the enrollment methods for the course. The Administrator will first need to enable the ''Cohort-Sync'' enrollment plugin site wide (Site administration > Plugins > Enrollments) and then add it to the required Course (Course administration > Users > Enrollment Methods). At this stage the ''Cohort-Sync'' instance for the course is edited and the appropriate Cohort selected. The role to which the Cohort users are assigned is also selected at this point (typically Student).
Please note, as the page title indicates, this only searches for cohorts created in the System context (i.e. it searches site-level cohorts but not category-level cohorts). To search for cohorts created in a Category context, go to that Category's page and in its Settings block, click the link to Cohorts.


Visiting the Course administration > Users > Enrolled Users page will show users enrolled via the ''Cohort-Sync'' plugin.  
[[File:searcohorts.png]]


Note that, by default, a teacher cannot add this plugin to their course. It needs to be configured by an Administrator or a user with the Manager role.
==Managing category cohorts==
Cohorts which have been created for a category rather than the system can be located by selecting the appropriate category and then clicking the ''Cohorts'' link in ''Settings>Category (name)>Cohorts''


The required capabilities for setting up a cohort sync are:
==Cohort capabilities==
* moodle/course:enrolconfig in the course context
* moodle/cohort:config in the course context
* moodle/cohort:view in the same context as category


The required capabilities for manually enrolling cohort members are:
*[[Capabilities/moodle/cohort:assign|Add and remove cohort members]]
* the same as cohort sync (note: this is a bug)
*[[Capabilities/moodle/cohort:manage|Create, delete and move cohorts]]
* enrol/manual:enrol in course context
*[[Capabilities/enrol/cohort:config|Configure cohort instances]]
* moodle/course:enrolreview in course context
*[[Capabilities/moodle/cohort:view|View site-wide cohorts]]


==See also==
==See also==
*Tracker: Make category cohorts visible sitewide for site administrators MDL-34189
*[http://www.youtube.com/watch?v=FMWZW_n0eVI A three minute Cohort in Moodle 2.0 video]
*[http://www.youtube.com/watch?v=dMqaeOGXuHQ Cohorts in Moodle 2.0 video]
*[http://www.somerandomthoughts.com/blog/2011/11/22/using-cohorts-with-moodle-2-2/ Using cohorts with Moodle 2.2] blog entry by Gavin Henrick


* [[Development:Cohorts]]
[[Category:Site administration]]


[[fr:Cohortes]]
[[fr:Cohortes]]
[[de:Globale Gruppen]]
[[de:Globale Gruppen]]
[[ja:コーホート]]

Latest revision as of 13:14, 26 July 2012

Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.

Creating a cohort

Cohorts can be created by site administrators and other users with appropriate permissions.

  • Access Settings > Site administration > Users > Accounts > Cohorts

Createcohort.png

  • Click the Add button
  • NOTE In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
  • Complete the details and save the changes.
  • Follow the assign link opposite the cohort name in the list of available cohorts.

Assigncohort.png

  • Select potential users from the list then click the Add button.

To synchronise cohort members with course participants, the Cohort sync enrolment plugin should be enabled in Settings > Site administration > Plugins > Enrolments > Manage enrol plugins.


Adding users to a cohort in bulk

  1. Access Settings > Site administration > Users > Accounts > Bulk user actions
  2. Find users by setting an appropriate filter
  3. Add users from the available list to the selected list
  4. Choose 'Add to cohort' with selected users

Uploading users to a cohort

An administrator can upload users via CSV file to existing cohorts as follows:

  1. Access Settings > Site administration > Users > Accounts > Upload users
  2. Upload a text file with the following format:
username,password,firstname,lastname,email, cohort1
tomjones,Pass1234*,Tom,Jones,tomjones@example.com, year3
marysmith,Pass1234*,Mary,Smith,marysmith@example.com, year4

where year3 and year4 are the cohort ids of existing cohorts (i.e. not their names)

Searching cohorts

When a site has a large number of cohorts, keywords may be entered into the Search Cohorts box to search for or filter the available cohorts.

Please note, as the page title indicates, this only searches for cohorts created in the System context (i.e. it searches site-level cohorts but not category-level cohorts). To search for cohorts created in a Category context, go to that Category's page and in its Settings block, click the link to Cohorts.

searcohorts.png

Managing category cohorts

Cohorts which have been created for a category rather than the system can be located by selecting the appropriate category and then clicking the Cohorts link in Settings>Category (name)>Cohorts

Cohort capabilities

See also