Disable and Reactivate Cohort Record

Disabling Cohort Record

Warning

A cohort cannot be deactivated if it has active sub‑cohorts or if employees are still assigned to it.

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

• This opens the Disable Cohort dialog.

• In the dialog, confirm the Cohort Name to ensure you’re working on the correct record.
• Use the date picker to select the date the record should be marked as disabled (format mm/dd/yyyy).
• In the Reason for Disabling Cohort field enter the reason the record is disabled.
• If you’re ready, click the Disable button in the dialog to proceed. Then click Yes to verify.

• Check the Cohort Management Main View to confirm the record status now shows as Inactive.

Reactivating Cohort Record

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

• This opens adialog box, click the Yes, Reactivate button to reactivate the cohort or Cancel if you decide not to proceed.

• A success modal will appear to confirm that the cohort has been reactivated.

• Check the Cohort Management Main View to confirm the record status now shows as Active.