Edit Cohort Record

Editing Cohort Record

• Go to the Cohort Management Main View and find the record you want to update.
• Click the Edit button beside the cohort’s name.

• The Edit Cohort Management form will appear, which is basically the same as the Add Cohort Management form. From here, you can make the updates you need.

• After editing the cohort records, the system will ask for confirmation: Do you want to proceed with the changes?
• Select Yes to save the updates or Cancel if you decide not to apply the changes.

• A dialog box will appear asking you to “Enter Edit Reason.”

• Choose update reason: Select either Data Entry Error or Official Cohort Update.
  • If Data Entry Error:
    • Allow editing of any field.
  • If Official Cohort Update:
    • Block changes to Sub-cohort of and Parent Cohort

• Allow edits to Cohort Name, Cohort Start Date, and Cohort Description.
• Click Submit to continue.