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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.
Creating a cohort
Cohorts can be created by site administrators and other users with appropriate permissions.
- Access Settings > Site administration > Users > Accounts > Cohorts
- 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.
- 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
- 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
Uploading users to a cohort
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:
username,password,firstname,lastname,email, cohort1 tomjones,Pass1234*,Tom,Jones,email@example.com, year3 marysmith,Pass1234*,Mary,Smith,firstname.lastname@example.org, year4
where year3 and year4 are the cohort ids of existing cohorts (i.e. not their names)
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.
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
- Add and remove cohort members
- Create, delete and move cohorts
- Configure cohort instances
- View site-wide cohorts