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Managing Program Cohorts

Group participants into intakes.

Cohorts group participants into batches. A program can run several cohorts at different times.

Creating a cohort

  1. Open the program and select the Cohorts tab.
  2. Select New Cohort.
  3. Give the cohort a title and a description.
  4. Save.

Managing an existing cohort

Each cohort appears as a card with a Manage cohort link. Opening it gives you the Update Cohort view with three steps:

  • Cohort Details — the cohort title and description.
  • Cohort Members — add and remove the participants in this cohort.
  • Summary Details — review the cohort information.

Cohort membership appears across member, advisory, and evaluation views, can be used to scope advisor visibility, and can be used to add activity recipients in bulk.