Once you've created a cohort, you can change who's in it at any time. You can add people, remove anyone who no longer belongs and adjust who's included or left out. This keeps the forms, documents, skills and reports linked to that cohort reaching the right people.
Adding and Removing People
Go to System Settings.
Select Cohorts.
Open the cohort you want to change.
To add people, select the pen icon and add the people you want in the cohort.
To remove someone, select the pen icon next to them, then select the bin icon.
Select Apply to confirm the removal.
The person / group is now removed from the list.
Keep including and excluding people until the cohort is exactly as you need it.
Select Save.
Your cohort is updated. Anything assigned to it now reaches the new group of people.
Use Case
Predominantly it will be Super users and system administrators keep cohorts up to date.
đĄ Tips
Select Save before you leave the page. Apply confirms a single change, but your edits aren't kept until you save the cohort.
Cohorts can be linked to forms, site documents, skills and rounding rules. Check what a cohort is used for before you remove people, so nobody stops receiving something they still need.
Review your cohorts regularly, for example when a new project starts, so they stay in line with your teams.