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<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 are site-wide or category-wide groups. Cohorts enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically
==Creating a cohort==
==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 (Site administration > Plugins > Enrolments) and then add it to the required Course (Course administration > Users > Enrolment 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).
Cohorts can be created by site administrators and other users with appropriate permissions.


Visiting the Course administration > Users > Enrolled Users page will show users enrolled via the ''Cohort-Sync'' plugin.  
* Access ''Administration > 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.
 
To synchronise cohort members with course participants, the [[Cohort sync]] enrolment plugin should be enabled in ''Administration > Site administration > Plugins > Enrolments > Manage enrol plugins''.
 
==Adding users to a cohort in bulk==
 
#Access ''Administration > 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==


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.
An administrator can [[Upload users|upload users]] via CSV file to existing cohorts as follows:
#Access ''Administration > Site administration > Users > Accounts > Upload users''
#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


The required capabilities for setting up a cohort sync are:
where year3 and year4 are the '''cohort ids''' of existing cohorts (i.e. ''not their names'').
* 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:
''Note: If the users already exist on the system, then you only need their username with the chosen cohort in your csv file.''
* the same as cohort sync (note: this is a bug MDL-28431)
* enrol/manual:enrol in course context
* moodle/course:enrolreview in course context


==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.


==Admin settings for 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.


To create a cohort manually:
[[File:searcohorts.png]]


* Access ''Site administration > Users > Accounts > Cohorts''
==Managing category cohorts==
[[File:Createcohort.png]]
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 ''Administration>Category (name)>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.
[[File: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 ''Site administration > Plugins > Enrolments > Manage enrol plugins''.
==Cohort capabilities==


==Uploading cohorts via CSV==
*[[Capabilities/moodle/cohort:assign|Add and remove cohort members]]
*This feature is planned to be included in 2.2. See the tracker here: [[http://tracker.moodle.org/browse/MDL-26965]]
*[[Capabilities/moodle/cohort:manage|Create, delete and move cohorts]]
*[[Capabilities/enrol/cohort:config|Configure cohort instances]]
*[[Capabilities/moodle/cohort:view|View site-wide cohorts]]


==See also==
==See also==
*A three minute Cohort in Moodle 2.0 video [http://www.youtube.com/watch?v=FMWZW_n0eVI]
 
*Cohorts in Moodle 2.0 video: [http://www.youtube.com/watch?v=dMqaeOGXuHQ]
*[[Cohort sync]] enrolment method
* [[Development:Cohorts]]
*[[Cohort enroller]] role
*MDL-34189 Make category cohorts visible site-wide for site administrators
*[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
 
[[Category:Site administration]]


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Aktualna wersja na dzień 07:54, 29 kwi 2014

Cohorts are site-wide or category-wide groups. Cohorts 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 Administration > 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 Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.

Adding users to a cohort in bulk

  1. Access Administration > 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 Administration > 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).

Note: If the users already exist on the system, then you only need their username with the chosen cohort in your csv file.

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 Administration>Category (name)>Cohorts

Cohort capabilities

See also