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Cohorts - Copy an Existing Cohort

Placing Agency Related Guide (PARG)

Summary: 
This guide explains how to copy an existing cohort and update the dates to the new year

Step by Step instructions:


A cohort should include all of the courses a program that a new intake of students will all be taking. For a four year program this would be all four years of practice education courses in the program. Once you have a template that works, that template can be copied year after year, but the dates need to be updated. Students enrolled in one course in a structured cohort, will be enrolled in all courses in the cohort (but can be waived as needed) if uploaded through the enrollment worksheet student upload link. 
To copy a cohort:

  • Click the copy icon 
  • Select the term and year in which the new cohort will start from the "First Term" drop down list.
  • Enter a long name for the new cohort.
  • Enter a short name for the new cohort.
  • Save the changes with the green checkmark. 
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  • Use the edit icon to update the dates to match the current year. 
  • (EG start Sept 4 in 2022, but start date is Sept 5 in 2022).

When the "editing the Course in Cohort" screen is open use the calendar icon  to select the new dates, or enter new text (in the same format as the previous date). Always save the changes with the green check mark. 
If you are unable to update the course dates, check your cohort profile again (use the edit icon in the blue bar  ) to see what term you have selected as the first term. You can only update the dates within the term specified for the beginning of the cohort. For instance, if you left the term drop down on Fall 2016, you would not be able to update your first course to a 2017 term. If you have already created a worksheet, the term drop down will be locked. It will be necessary to cancel the worksheets to adjust the term drop down in that case. 

 


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