Manage cohort lists

What can I do here? In the Manage Cohort Lists tab you can:

• Search through available saved cohort lists.
• View a list of cohorts, either created by or shared with you.
• Modify cohort lists.
• Set or modify restrictions to available queries.

For more information, see:

• Search and view your cohort lists
  
• Modify cohort lists
  

Search and view your cohort lists

You can only search for cohort lists that you have access to.

1. On the Home page, click the Manage Cohort Lists tab.
2. In the Search my Cohort Lists section, select the conditions and enter the criteria to search for your saved cohort list.
   Example: How to enter criteria to search for your saved cohort list

   List name = "cohort"
   Privacy = Private
   Create Date = "On or Before" 21.05.2016
   Last Update = 23.07.2016

3. Click Search.

   To clear the search and enter new search criteria, click Reset.

   To view a cohort list, select it from the My Cohort Lists and click Load.

Modify cohort lists

You can modify your cohort lists in multiple ways, from editing their names to changing their privacy status.

To change a cohort list's name and description:

1. Select it from the My Cohort Lists section.
2. Click Edit.
3. Click Submit.

To change the privacy status of a cohort list:

1. Select if from the My Cohort Lists.
2. Change the access:
   • Click Private to prevent anyone else from accessing the list.
   • Click Shared with All to allow everyone to access the list.
   • Click Shared to share a private list.
     If you chose Shared, follow the steps below.

     1. Click Add.
     2. Select a condition and enter part of a user name or a group name.
     3. Click Search.
     4. Select the user name or user group you want to include and click Add.
     5. Click Done.

   To share the cohort list with multiple user or user groups, repeat the steps above before clicking Done.