Ticket – Manage Learners

[SantiagoSuHe]

Description:

As an instructor, I want to add learners to cohorts manually or through CSV upload so that I can assign students efficiently.

This should be the default screen upon navigating to the tool if cohorts have been enabled and at least one cohort has been created.

Acceptance Criteria:

1. The dropdown should default to a button "Select a Cohort".
2. The dropdown should list all cohorts ordered alphabetically
3. Upon selecting a cohort from the dropdown, the cohort section should appear on the "manage learners" tab (first screenshot below)
4. The content area should have a header that displays the cohort name and number of students in that cohort
5. Under the header should be a note that has one of two states:
   • If the cohort is set to automatic assignment: "Learners are added to this cohort automatically. What does this mean?"
   • "What does this mean?" should be a hyperlink that links to this pagein the docs
   • If the cohort is set to manual assignment: "Learners are added to this cohort only when you provide their email addresses or usernames on this page. What does this mean?"
   • "What does this mean?" should be a hyperlink that links to this page in the docs
   • If the cohort is set to man
6. The Manage Learners tab includes a text input where instructors can enter learners’ usernames or emails separated by commas or new lines.
7. Clicking “+ Add Learners” assigns the entered learners to the selected cohort.
8. A note below clarifies:
   • “Learners can be in only one cohort. Adding learners to this group overrides any previous group assignment.”
9. The section includes an expandable area that allows upload of CSV with the text “Assign learners to cohorts by uploading a CSV file”
10. This section should be defaulted collapsed, not expanded.
11. The component accepts CSV files up to 2 MB. Improperly formatted files display an error message.
12. Upload and resulting action should follow currently implemented behavior
13. There should be a "View Template" button that links to this page in the docs
14. A reference message appears below the upload panel:
    • “To review learner cohort assignments or see the results of uploading a CSV file, download course profile information or cohort results on the Data Download page”
15. "Data Downloads" in the above text should link to the data downloads instructor dash tool page.

Design: Figma

Manage Learners view

Assignment text

CSV Upload