Initiating Subsequent Iterations Manually

This video takes you through how to manually generate the next iteration for an existing cohort. The written steps below cover the same workflow for quick reference.

Quick Steps

1. Go to the Cohorts page and locate the cohort you want to generate the next iteration for. You can search by subject or assessment name.
2. Click View alongside the cohort to open its details.
3. Go to the Iterations tab.
4. Scroll down to Next Iteration Generation Date and click the calendar icon.
   • Select today's date (or a past date) to generate the iteration immediately.
   • Select a future date to schedule generation for that date.
5. Click Save. The new iteration cohort appears on the Cohorts page.

After the Iteration Is Created

• Review respondents on the new iteration's Respondents tab. Remove anyone who no longer needs to participate, or add new team members.
• Click Send Invitations to send emails. The system creates new responses for each respondent.
• New responses appear on the Response List screen, linked to the iteration cohort.

Related Articles

• Setting Up Assessment Iterations - full setup guide including automation, emails, and reporting.
• Cohort Set-up - cohort overview and initial configuration.