Cohort Management Main View (EE-C) & Adding New Cohort Record

Contents

    The Cohort Management Main View (EE-C) module serves as a centralized repository for maintaining detailed information about each cohort within the organization. It captures essential data such as the cohort’s name, parent group, start and end dates, assigned leader, number of members, and current status—whether Active or Disabled.

    Employee Employment Record Main View

    The Cohort Management Main View provides users with an organized list of all cohort records stored in the EMD. Each record displays essential details such as the cohort name, parent name, start and end dates, assigned leader, number of members, current status, and available user actions. This page serves as the central hub for managing cohort data across the organization.

    Record Status

    Each cohort includes a Status column that indicates its current state:

    • Active – The cohort is currently in use and can be edited or updated.
    • Inactive – The cohort is inactive but retained in the system for historical tracking and audit purposes.

    User Actions

    For each cohort listed, users are provided with several action buttons to manage cohort data:

    • Edit – Allows modifications to active cohort records, such as updating names, dates, or member details.
    • Disable – Deactivates an active cohort, marking it as disabled while keeping it visible for tracking and reporting.
    • View – Opens a disabled cohort record in read-only mode, preserving historical data for audit or reference.
    • Reactivate – Restores a disabled cohort to active status, allowing further updates and member assignments.

    This interface ensures streamlined cohort oversight, making it easy for administrators to manage group data efficiently and transparently

    New Cohort Record

    Data Encoding Requirements

    Before encoding cohort records, users must ensure that all required data is complete and ready.

    1) Open the Cohort Management Form

    • From the Cohort Management Main View, click + Add Cohort Record (top right).

    2) Complete all required fields (and optional fields as needed).

    • Cohort name* — Enter the official cohort name in the “Enter cohort name” field.
    • Sub-cohort of —Check this box if the cohort should be designated as a sub-cohort, open the dropdown and select the parent group this cohort belongs to, if applicable.
    • Cohort Start Date* (date picker) — Choose the date this employment engagement begins. This start date is used to compute the employee’s VA Work Experience.
    • Cohort description — Enter a clear summary of the cohort’s purpose, scope, and any relevant notes.
    • When all required fields are filled, click Save (bottom right) to create the cohort record.

    3) After saving

    • The system should confirm successful.
    • Newly added record should appear in the Cohort Management Main View — use search or filters to find it.
    Updated on May 20, 2026
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