55 lines
2.9 KiB
Markdown
55 lines
2.9 KiB
Markdown
# Setting Up a Cohort
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This page covers how to configure an existing cohort. Cohort creation is handled by system administrators -- once a cohort exists, you configure it from the cohort page.
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## Prerequisites
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You need cohort admin, org admin, or super admin access.
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## Cohort Lifecycle
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Every cohort moves through six stages. The current stage controls which tabs are visible and what actions are available.
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- `draft` -- Setup mode. Reviewers do not see this cohort. Configure settings, stages, and the application form here.
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- `review` -- Reviewers can score assigned applications. The **Decisions** tab is not yet visible.
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- `decide` -- Review is considered complete. The **Decisions** tab appears so you can accept, waitlist, or decline applicants.
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- `onboard` -- Decisions are finalized. The **Onboarding** tab appears for accepted participants.
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- `active` -- The cohort program is running. All admin tabs remain accessible.
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- `closed` -- The cohort is closed. Applications stop being accepted automatically. All data is preserved in read-only mode.
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You can move forward, skip stages, or move backward. No data is lost when moving between stages -- earlier-stage tabs and features are simply hidden or shown.
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## Changing the Cohort Stage
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1. Open the cohort page and click the **Settings** button (gear icon) in the top right.
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2. In the **Cohort Stage** section on the left, click the target stage in the pipeline.
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3. A confirmation modal shows what will happen. Review the implications and click **Confirm**.
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:::warning
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Moving to `closed` automatically disables application intake. Moving backward hides tabs associated with later stages but preserves all data.
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:::
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## Configuring Settings
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Click **Settings** to open the full-screen settings modal. From here you can:
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- **Cohort Name** -- Edit the display name.
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- **Cohort Slug** -- Edit the URL slug. This is locked once the cohort leaves `draft` status.
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- **Application Opens / Closes** -- Set the date range for the application window.
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- **Notification Emails** -- View which org admins receive new-application alerts. Manage recipients from **Team Settings**.
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- **Survey** -- Manage the survey version and scoring profile used for application questions.
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- **Organizations** -- Select which organizations can access this cohort.
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Click **Save Configuration** when done.
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## Accepting Applications
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In the settings modal under **Application Intake**, toggle **Accepting Applications** on or off. This controls whether the public apply form accepts new submissions. The toggle is disabled when the cohort is in `closed` status.
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## Archiving a Cohort
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In the settings modal under **Danger Zone**, click **Archive Cohort**. Archiving hides the cohort from the main list and stops accepting applications. All data is preserved. You can unarchive a cohort from the archived banner that appears at the top of its page.
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:::info
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Archiving is reversible. Click **Unarchive** on the archived banner to restore the cohort.
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:::
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