How do I generate the next iteration?

There are two ways to generate the next iteration for a cohort: let the system generate it automatically based on your iteration schedule, or trigger it manually from the cohort's Iterations tab.

Option 1 - Automatic generation (based on Cohort Iteration settings)

If you have configured your Cohort Iteration with a schedule, the system will generate the next iteration on its own when the time arrives.

The schedule is controlled by these fields on the iteration record (Assessment Settings > Cohort tab > Cohort Iterations > Edit):

• Days From Previous Iteration - how many days after the previous iteration before the next one is created.
• Date Rule - whether the countdown starts from the previous iteration's creation date or its completion date.
• Respondent Generation Option - how respondents are handled for the new iteration (carried over, re-specified, or copied for updating). See What is the difference between the Respondent Generation Options for follow-up iterations? for the four options.

Once these are saved, no further action is required. The system handles the iteration generation and email sending on the scheduled day.

Option 2 - Manual generation (trigger immediately)

You can also force the next iteration to be created right now, regardless of the schedule. This is useful when you want to start a new iteration ahead of the planned date, or for a one-off iteration without an automated schedule.

1. From the Cohorts page, locate the first iteration of the cohort. Search by subject or assessment name if needed.
2. Click View to open the cohort details.
3. Go to the Iterations tab.
4. Scroll to Next Iteration Generation Date and set it to today's date (or a date in the past). A future date will schedule it; a current or past date generates it immediately.
5. Click Save.

The system creates the next iteration straight away. It appears as a new cohort on the Cohorts page, with respondents generated according to your Respondent Generation Option.

After the new iteration is created:

• Review respondents on the new iteration's Respondents tab. You can remove anyone who is no longer participating or add new team members.
• Click Send Invitations to send out the emails. New responses are created and appear on the Response List.

For full details, see Setting Up Assessment Iterations and Initiating Subsequent Iterations Manually.