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3.2 Manage Cohorts

Updated 8/28/2026

The Cohorts page manages study cohorts and patient groupings used in Sequoia.

A cohort represents the underlying participant dataset, biobank, clinical programme, or population resource from which one or more studies may be derived. For example, a cohort may represent a national biobank, an electronic-health-record resource, or a disease-focused research programme.

View available cohorts

The Cohorts table displays the cohort records available in the Data Dictionary.

[Screenshot 1: Use the full Cohorts page. Add a red box around the table.]

For each cohort, you can view:

  • Abbreviation — A short cohort label used in the portal
  • Name — The full cohort name
  • Description — A summary of the cohort or participant resource
  • Status
  • Created date
  • Number of associated studies, where displayed

Understand cohort status

A cohort marked Active is available for use in the portal and can be associated with relevant study records.

[Screenshot 2: Red box around an Active status label.]

Before changing a cohort’s status, review the studies linked to it and confirm that the change will not affect active workflows.

Search for a cohort

Use the search field to find a cohort by name, abbreviation, or supported identifier.

[Screenshot 3: Red box around the cohort search field and “Search” button.]

For example, search using terms such as BioMe, CKB, eMERGE, or Latvian.

Use advanced filters

Select Advanced Filters to narrow the cohort list using additional cohort properties.

[Screenshot 4: Red box around the “Advanced Filters” button.]

Filters can help you identify records by status, date created, cohort name, or other configured metadata.

Create a new cohort

Select New Cohort to add a cohort record.

[Screenshot 5: Red box and arrow pointing to the “New Cohort” button.]

Use a clear abbreviation and complete name. Add a concise description that explains:

  • The participant population or data resource
  • The type of data represented
  • The cohort’s geographic, clinical, or research context
  • Any relevant inclusion criteria or intended use

[Screenshot 6: Add a screenshot of the New Cohort form. Highlight the abbreviation, name, description, status, and save or create button.]

Sort and configure the table

Select a sort icon in a column heading to sort cohort records, for example by Abbreviation or Created date.

Select Columns to choose which metadata fields are displayed.

[Screenshot 7: Highlight the Abbreviation and Created sort icons, plus the “Columns” button.]

Tips

  • Use a consistent abbreviation that is recognisable across study metadata and analysis outputs.
  • Create one cohort record for each distinct participant resource or study population source.
  • Avoid creating duplicate cohort records for the same biobank or programme.
  • Keep descriptions sufficiently detailed for users to understand the origin of associated study data.
  • Review the linked-study count before editing or inactivating an existing cohort.