A Cohort in Chime is a way of grouping people together so they can be managed more easily across different parts of the platform. Cohorts can be used for things such as skills management, reporting, forms, and checklists, helping ensure the right information and tasks are assigned to the right people.
By creating cohorts, you can quickly organise workers based on shared characteristics such as skills, roles, or other groupings making administration and reporting much more efficient.
Create or Amend a Cohort
You can create cohorts in System Settings (as shown below) - but you can also create cohorts in different areas of the platform. For example, when creating a new form you might want to create a new cohort as part of the 'restrictions' for that form.
Go to System Settings.
Select Cohorts.
To create a new cohort, click New Cohort.
To edit an existing cohort, select Edit from the list of current cohorts.
Decide on Conditions for your cohort - select either 'Any' or 'All'
Any = if someone falls into any of the groups you choose for the condition of the cohort to apply
All = someone has to be part of all the groups for the condition of the cohort to apply.
Enter a name for the cohort.
Choose how you want to group the cohort from the available options - you can choose to include AND not include to build your cohort to your exact specification.
For example, in the example here, included are three trades - Carpentry & Joinery, Partitions & Ceilings, Floor and Walls Tiling. But not included are any Supplier workers (subcontractor workers). This will then allow for a site document to be assigned to this cohort specifically.
Click Save to create the cohort.
Your cohort is now set up and ready to be used across the platform.
💡 Tips
Use clear and descriptive names for cohorts so they are easy to recognise when assigning forms, skills, or reports.
Cohorts are especially useful when assigning checklists or forms, ensuring only the relevant operatives see them.
Review cohorts regularly to ensure they still reflect the correct groupings as teams, roles, or skills change.