Note: You are currently viewing documentation for Moodle 2.9. Up-to-date documentation for the latest stable version of Moodle may be available here: Cohort sync.

Cohort sync: Difference between revisions

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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.


'''Note:''' Teachers can add cohorts to courses by default but  a manager or admin can hide certain cohorts from teachers by unchecking the 'Visible' box in the Cohort settings or by clicking the 'eye' icon on the Cohorts screen.{{New features}}
'''Note:''' Teachers can add cohorts to courses by default but  a manager or admin can hide certain cohorts from teachers by unchecking the 'Visible' box in the Cohort settings or by clicking the 'eye' icon on the Cohorts screen.


==Enrolling a cohort in a course==
==Enrolling a cohort in a course==
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Available cohorts may be selected from ''Course administration>Enrolment methods'' and then selecting from the dropdown the  'Cohortsync' method
Available cohorts may be selected from ''Course administration>Enrolment methods'' and then selecting from the dropdown the  'Cohortsync' method


[[File:Cohortsync.png|thumb|center|400px]]
[[File:enrolmentmethods29.png|thumb|center|300px]]


Enrolling cohorts this way means that if members are added or removed from the cohort they are added or removed in the course too - ie, enrolment is synchronised.
Enrolling cohorts this way means that if members are added or removed from the cohort they are added or removed in the course too - ie, enrolment is synchronised.


===Adding cohort members===
{|
|[[File:cohort29.png|thumb|center|500px]]
|}
{{New features}}
{{New features}}
Cohort members may be enrolled from ''Course administration>Enrolled users'' and clicking the 'Enrol users' button, and then 'Browse cohorts'
If several cohorts need to be added to the course, a button "Add method and create another" allows the teacher or course manager to quickly repeat the process without having to return to the main screen and start again.
 
[[File:cohortcreatenewgroup.png]]


[[File:newcohortenrol.png|thumb|center|400px]]
When synchronising a cohort it is also possible to automatically add all cohort members to the group.


Enrolling cohorts this way means that members may  be removed individually from the course, ie, there is no cohort synchronisation.
{{New features}}


==Adding a cohort to a group==
A new group can also be created when adding the cohort:


The cohort members can be added to a pre-made group at this stage also if desired. If any  members are added or removed from the cohort, they are automatically added or removed from the group. Note that such members cannot be unenrolled manually from the groups screen and that additionally, there is information about their cohort below their name on the group screen.


{|
===Capabilities===
|[[File:24cohortsync.png|thumb|Adding a cohort to a group]]
The required capabilities for setting up a cohort sync are:
|}
* moodle/course:enrolconfig in the course context
* enrol/cohort:config in the course context
* moodle/cohort:view in the course context
Default "Teacher" (editingteacher) role has all these capabilities.


===Adding cohort members===


Visiting the ''Administration > Course administration > Users > Enrolled Users'' page will show users enrolled via the ''Cohort-Sync'' plugin.
Cohort members may be enrolled from ''Course administration>Enrolled users'' and clicking the 'Enrol users' button, and then 'Browse cohorts'


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. Also note, that the user should be a Manager on a site level, not on the category or course level, otherwise the user will not see the option. If you want the user with the Manager role on the category level to see this enrol option, then you must add some cohorts on the category level, not on the site level.
[[File:newcohortenrol.png|thumb|center|400px]]


The required capabilities for setting up a cohort sync are:
Enrolling cohorts this way means that members may  be removed individually from the course, ie, there is no cohort synchronisation.
* 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:
The required capabilities for manually enrolling cohort members are:
* the same as cohort sync (note: this is a bug MDL-28431)
* enrol/manual:enrol in course context
* enrol/manual:enrol in course context
* moodle/course:enrolreview in course context
* moodle/course:enrolreview in course context
Default "Teacher" (editingteacher) role has all these capabilities.


==Enrolling a cohort in a category==
==Enrolling a cohort in a category==

Latest revision as of 09:55, 22 April 2015

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.

Note: Teachers can add cohorts to courses by default but a manager or admin can hide certain cohorts from teachers by unchecking the 'Visible' box in the Cohort settings or by clicking the 'eye' icon on the Cohorts screen.

Enrolling a cohort in a course

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 enrolment plugin site wide (Administration > Site administration > Plugins > Enrolments)

Adding a whole cohort

Available cohorts may be selected from Course administration>Enrolment methods and then selecting from the dropdown the 'Cohortsync' method

enrolmentmethods29.png

Enrolling cohorts this way means that if members are added or removed from the cohort they are added or removed in the course too - ie, enrolment is synchronised.

cohort29.png

New feature
in Moodle 2.9!

If several cohorts need to be added to the course, a button "Add method and create another" allows the teacher or course manager to quickly repeat the process without having to return to the main screen and start again.

cohortcreatenewgroup.png

When synchronising a cohort it is also possible to automatically add all cohort members to the group.

New feature
in Moodle 2.9!


A new group can also be created when adding the cohort:


Capabilities

The required capabilities for setting up a cohort sync are:

  • moodle/course:enrolconfig in the course context
  • enrol/cohort:config in the course context
  • moodle/cohort:view in the course context

Default "Teacher" (editingteacher) role has all these capabilities.

Adding cohort members

Cohort members may be enrolled from Course administration>Enrolled users and clicking the 'Enrol users' button, and then 'Browse cohorts'

newcohortenrol.png

Enrolling cohorts this way means that members may be removed individually from the course, ie, there is no cohort synchronisation.

The required capabilities for manually enrolling cohort members are:

  • enrol/manual:enrol in course context
  • moodle/course:enrolreview in course context

Default "Teacher" (editingteacher) role has all these capabilities.

Enrolling a cohort in a category

This is not supported by Moodle at the moment.

See MDL-36951 regarding enrolling system cohorts at category level

See Category enrolments where it is recommended that cohort sync be used in preference to category enrolments.

See also

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