Dynamic Cohorts

Overview

If you have uploaded custom metadata for your Learners, or integrated your HCM, HRIS system with Arist via API, creating a Dynamic Rule Based Cohort is an incredibly powerful tool for automated management of Learners within your organization. You can choose from unique values and set rules to automatically pull in learners to the cohort. As Learner values change (e.g. a new hire gets a role added to their record in your HRIS) the cohort will pull that information and add them automatically. You can also set custom roles to remove or exclude specific Learners based on the values you provide.

Setting up a Dynamic Cohort

1. Go to the create a new cohort, and select "Create dynamic rule-based group"

2. Choose the first metadata field that you want to use for the dynamic cohort

   Updating metadata fields for learners in bulk can be done in bulk by using the csv upload or individually on the learner's profile. Check out Uploading a Cohort via CSV and "Learners" Page to learn more.

3. In this case, we are going to choose the field "Country" and include only those learners that have USA as their country.

   

   You can make dynamic cohorts with the following conditions: IS, IS NOT, CONTAINS, DOES NOT CONTAIN, STARTS WITH, ENDS WITH, HAS ANY VALUE

4. You can add multiple rules to a cohort. If you add AND conditions, it means that all rules have to be true for the learner to be added. If you add OR conditions, at least one of the rules must be true to have the learner added.

   

Important Note: Dynamic cohorts automatically update every 15 minutes at :07, :22, :37, and :52. Changes you make to learner metadata will only affect the cohort at those times.

If you have any questions or need help setting up a dynamic cohort, reach out to your Customer Success Manager or [email protected].