Onboard a new cohort

Use this checklist to bring a new group of learners into the programme.

Prepare the programme

1. Create or verify the cohort under Settings → Cohorts.
2. Prepare its working groups and relevant universities.
3. Review access and availability for the cohort’s forms and community project features.
4. Check the invitation and onboarding communications.

Bring learners in

For accepted applicants, complete the application review pipeline and use Cohort Invitations. For existing enrolment records, use the supported create or import workflow in Learner Management.

Review learner details and cohort assignments before sending invitations. Avoid creating duplicate records for people who already have an account or application.

Verify the experience

Ask an invited learner to accept using the intended identity, complete onboarding, and check My Profile. Confirm the expected calendar, forms, and journals are available.

Use WG Assignments to finalise memberships. Review actual event rosters when scheduling sessions; check the form’s own audience and dates when sharing form links.