PMM Create Program Cohorts

Work With Program Cohorts

Use Program Cohorts to group Program Engagements based on program cycle, location, date, or any other metric that's meaningful to your organization.

An example Program Cohort is anyone enrolled in a support group for a particular program cycle.

Create a Program Cohort

Create Program Cohorts to group Program Engagements together for tracking and reporting purposes.

1. Click the Program Cohorts tab.

2. Click New.

3. Enter a Program Cohort Name. 

4. Select a Status.

5. Select the Program.

6. Provide a description of the Program Cohort and its purpose.

7. Set the start and end dates.

8. Click Save.

Add Program Engagements to a Program Cohort

You can add multiple Program Engagements to a Program Cohort from a Program Engagement list view, provided you have permission to edit the objects and records on that list.

This is helpful if you want to segment clients you've recently enrolled in a Program into Program Cohorts, or if you're creating a new Program Cohort for all the Program Engagements in a Program.

Depending on what your admin has enabled, the process to add Program Engagements to a Program Cohort from a list view will involve either using a quick action or using enhanced list view functionality.

1. Click the Program Engagements tab.

2. From , select New.

3. Enter a list view name, for example Add Program Engagements to Cohort, then click

   Save.

4. From , select Select Fields to Display.

5. Move Stage and Program Cohort from Available Fields to Visible Fields, then click Save.

6. Optionally, click Add Filter to add filters so you can easily find the Program Engagements to add to the Program Cohort.

7. Depending on what your admin has enabled:

   • If you see the Add to Program Cohort button:

     • Select the Program Engagements to add.

     • Click Add to Program Cohort.

     • Search for and select the Program Cohort, then click Save.

     • Click OK.

   • Or, if you don't see the Add to Program Cohort button:

     • If your list view has multiple record types, filter the list view by a single record type.

     • Select the Program Engagements to add to the Program Cohort.

     • Next to one of the selected Program Engagements, in the Program Cohort column, click .

       • Search for and select a Program Cohort.

       • Select Update selected items.

       • Click Apply.

         

     • Click Save.