What is a Dynamic Cohort

A Dynamic Cohort automatically adds or removes users based on rules (conditions).
Example: All users with Department = HR are always kept in the HR cohort.

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Step-by-Step: Create a Dynamic Cohort

Step 1: Go to Cohorts

1. Log in as Site Administrator

2. Navigate to
   Site administration → Users → Accounts → Cohorts

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Step 2: Add a New Cohort

1. Click Add new cohort

2. Fill in:

   • Cohort name
     (e.g. “HR Staff – Dynamic”)

   • Context

System (recommended for global use)

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Step 3: Enable Dynamic Membership

1. In the Cohort type or Membership type section:

   • Select Dynamic cohorts 

⚠️ If this option is not visible, ensure:

• Dynamic Cohorts is enabled

• You have admin permission

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Step 4: Add Dynamic Rules (Conditions)

Click Manage rules

Click Add rule and define conditions such as:

Fill in the Rule Name, Choose the Cohort which created and the User custom profile field then press Add condition

Common examples:

• User profile field

  • Department = HR

  • Job Title contains “Manager”

Example rule:

➡️ You can add multiple rules and set:

• ALL conditions must be met (AND)

• ANY condition can be met (OR)

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Step 5: Save the Cohort

1. Click Save changes

2. The system will automatically:

   • Add users who meet the rules

   • Remove users who no longer meet the rules

⏱️ Sync happens:

• Immediately (on save), or

• During scheduled cron runs

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Step 6: Verify Members

1. Click the cohort name

2. Select Enable

1. Confirm users are auto-added correctly

⚠️ Manual adding is usually disabled for dynamic cohorts

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Step 7: Use the Dynamic Cohort

You can now use this cohort to:

• Enrol users into courses

• Assign programs (Moodle Workplace)

• Control access to activities

• Apply reports and automation rules

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Good Practice Tips

✅ Use clear naming (include “Dynamic” in cohort name)
✅ Base rules on stable fields (Employee ID, Department)
✅ Avoid free-text fields where possible
✅ Test rules with 2–3 sample users first

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Example Use Case

Requirement:
Automatically enrol all Finance staff into Compliance Training.

Solution:

• Dynamic Cohort rule:
  Department = Finance

• Link cohort to course enrolment

• Result:
  Any new Finance user is enrolled automatically, no manual work