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Manage Cohorts in the Flex Education Industry Pack

Organize learners, educators, dates, responsibilities, and delivery context for a program cohort.

4 min readVerified Jul 25, 2026Batoi Flex
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What this page helps you accomplish

Organize learners, educators, dates, responsibilities, and delivery context for a program cohort.

Batoi Flex · Education
Accountable roleProgramme Coordinator
Business taskCohort Management
Completion signalThe cohort is ready for coordinated program delivery with accurate participants and ownership.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Cohort Management

Organize learners, educators, dates, responsibilities, and delivery context for a program cohort.

3 Verify

Observable business result

The cohort is ready for coordinated program delivery with accurate participants and ownership.

Potential issue and recovery

Enrollment, capacity, or schedule does not match the intended class.

Recommended recovery: Pause activation, correct the programme or academic-period link, resolve duplicates or conflicts, and recheck capacity before delivery.

Who should use this article

This article is for programme coordinators who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Manage Cohorts in the Flex Education Industry Pack workflow Choose programme followed by Create class or cohort followed by Set dates and capacity followed by Enroll and assign followed by Activate or archive. Manage Cohorts in the Flex Education Industry Pack Choose programme Create classor cohort Set datesand capacity Enroll andassign Activate orarchive
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex Programmes and Classes screen showing academic structure and class management
Programmes and Classes is the current entry point for class or cohort structure, enrollment, capacity, and delivery status.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open Education and Programmes and Classes. Select the intended programme and academic period before creating or changing a class or cohort.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Set the class or cohort identity, dates, capacity, status, assigned teachers, subjects, rooms, and authorized enrollments.
  5. Review the result. Check programme linkage, academic period, capacity, duplicate enrollment, teaching responsibility, schedule readiness, and status transitions.
  6. Verify and retain the outcome. The class or cohort is linked to the correct programme, has accountable delivery roles, and is ready for sessions and learner progress tracking. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • The cohort is ready for coordinated programme delivery with accurate participants and ownership.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
Enrollment, capacity, or schedule does not match the intended class.Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.Pause activation, correct the programme or academic-period link, resolve duplicates or conflicts, and recheck capacity before delivery.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Use aggregate counts in public examples and exclude learner names, identifiers, guardian details, and enrollment history. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence to flag permitted capacity or scheduling exceptions, then let the programme coordinator approve changes.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.