Cohort Lead Bulk Assign

Assigning students to a Cohort Lead in bulk.

How do I assign students to a Cohort Lead in bulk?

The steps below provide a description of the actions required to assign a Cohort Lead to a group of students in bulk.

Step 1 - Login to EUCLID

Log into MyEd.

Select Teaching and Research.

Click EUCLID and follow the security prompts for your memorable word.

Click Students.

Step 2 - Access "Assign Cohort Lead" Screen

Locate the Cohort Lead container and click Assign Cohort Lead.

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Screenshot of Euclid showing Cohort lead container and Assign Cohort Lead tool.

Step 3 - Identifying Students

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Screenshot showing how to search for students by programme.

Select which search criteria you want to use to identify students for Cohort Lead assignment.

Enter required data for one of the options (see below under 'Student Search' for further detail on each search option).

Select Find Students.

There is a link to guidance on how to use this tool to the right of the Find Students button.

 

Step 4 - Review search results

Review the search results page to identify the students you wish to assign to a Cohort Lead.

Please note: Only students with records in the current academic year will be visible. Students who have not been rolled into the current academic year will not appear in the list. Users can check the academic year in the Programme tab of the student record.

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Screenshot showing list generated after you have used the main menu search function. Programme search in this example.

You can sort all data columns alphabetically (A-Z) or numerically (Lowest to highest).

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Screenshot of menu titles for search results highlighting sort function.

Use the filter box to narrow down the results based on specific criteria.

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Screenshot of menu titles for search results highlighting filter function.

Please note, search results are limited to 2000 records. If you reach this limit please add more criteria to your search results.

 

Step 5 - Assigning students to a Cohort Lead

For each student you want to assign to a specified Cohort Lead, select the radio button next to their name. Alternatively you can select all to select all students returned.

Once all required students are selected, click Cohort Lead Assign.

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Screenshot showing how to select students and the button to assign them to Cohort Lead.

A dialog box will appear, prompting you to search for the required Cohort Lead.

Search for the Cohort Lead by entering their name, their 12-digit Euclid staff code, or their level 5 school code (e.g. D809 for the School of Social and Political Science). Select Search Staff.

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Screenshot showing search function to find cohort leads, highlighting the Surname field and the search button.

Once you have identified the required Cohort Lead, select them for the assignment by selecting the radio button next to their name.

Confirm the assignment by clicking Allocate Cohort Lead.

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Screenshot showing how to select a student and the button to assign them to the cohort lead.

The selected students are now associated with the chosen Cohort Lead. You will be returned to search results page.

 

Student Search (further detail regarding Step 3 above)

Search for a Cohort of Students by Programme:

  • Enter the programme name or code.
  • Optionally, refine results by specifying the year of the academic programme.
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Screenshot showing how to search for students by programme.

Search for a Cohort of Students by Cohort Lead:

  • Enter the name or 12-digit Euclid staff code of the Cohort Lead.
  • Optionally, narrow results by specifying the level 5 school code (e.g. D809 for the School of Social and Political Science)
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Screenshot showing how to search for students by cohort lead.

Search for an Individual Student:

  • Enter the student's surname, forename, or UUN/Instance to locate and view an individual student.
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Screenshot showing how to search for individual students.

Search for Multiple Students by UUN (University Username):

  • Enter the University Usernames (UUNs) of the students you want to assign to a Cohort Lead. Please note, no spaces are allowed and each new UUN needs to be on a separate line with a comma ending the line above.
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Screenshot showing how to search for multiple students.

Search for a Cohort of Students by Student Adviser:

  • Enter the name or 12-digit Euclid staff code of the Student Adviser to view the students assigned to them.
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Screenshot showing how to search for students by student adviser.