Event invite groups with Cohorts

Invite groups make it quicker to create events & centralises attendance reporting

Ben Rowland avatar
Written by Ben Rowland
Updated over a week ago

Before creating an education and training Event using your Cohort, you need to create an Invite Group.

If you are wondering why you need another group, it's so you can have multiple cohorts within any event group. But...

  • You'll only need to create the Invite Group once

  • Changes made to a Cohort (i.e. adding or removing users) will automatically be reflected in the Invite Group

If you haven't yet created a cohort, before continuing read our guide here

How to create an Invite Group using Cohorts

  1. Log into Med App and click on 'Events' feature in the dashboard

  2. Click the Invite Groups tab to review the list of existing Invite Groups (if you click on an invite group it will show you all the events created for that group).

  3. Click Create Invite Group

Invite group details

  1. Name the group

  2. Select a location (*Account managers only)

  3. Select the invitees - you can do this via multiple methods

    1. Choose one or more Cohorts (static list)

    2. Select from user list (static list)

    3. Select by role (dynamic list)

Selecting Cohorts for the Invite Group

  1. You can search for the Cohort, click the dropdown and select one or more cohorts from the list.

  2. Review the list of users for the selected Cohort(s).

  3. Click Create Invite Group when you are ready

Review invite groups

Now you've created your Invite Group, it will appear in the Invite Groups Tab on the Events page in the dashboard.

Generate an Invite Group Attendance Report

  1. Clicking on the name of the Invite Group will show all events created for this group

  2. Download attendance results - the output is in a .csv file (Excel) - which lets you run any kind of custom analysis on it.

  3. Contact the Med App hospital success team if you want a hand with custom formulas or analysis for the attendance report.

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