How to setup qualifications and restrictions for assigning officials

Qualification Systems

Qualifications are what we call the methods you use to determine if someone is eligible for a game, beyond just their availability.  You can use one or more of these methods to determine if an official is not only available for a game, but qualified and/or certified to work a certain game level or type. There are 3 main systems you can utilize to help you automatically determine qualifications.  These systems will filter your list of available officials when using either auto-assign or manual-assign methods.  Any of the methods can be overridden by a scheduler via the manual-assigning methods, if necessary.

Block Systems

Block systems are the easiest method to setup, but if using them extensively, may require a lot of assignor maintenance to keep them up to date.  This system will quite simply allow you to block an official from working a certain league, game level, team, location or position so that they cannot be assigned to a game that is utilizing one of the blocked items.  To use this system, you'll need to enable Features #4 through #9 in your System Settings, as desired.  You will then be able to utilize the block systems which will be located under Administrative Forms.

Manual Ranking System

This system is great for organizations that have numeric certifications or rankings to qualify and sort their officials.  This system will allow you to assign a numeric value to each official using any number you desire.  You can then edit your Positions List to specify the minimum (or maximum) value required in order to be eligible to work that specific position.  To utilize this system, you'll need to enable it via Feature #39 in your System Settings and set your desired preferences along with that feature.  You can then edit the Manual Rankings assigned to each individual user and then finally, edit the Positions List to specify what the minimum (or maximum) value is required for each position in your system.

Contact Group Restrictions

This system is the most popular feature used for qualifications.  It's also the most robust and the easiest to maintain in the long term.  This system will allow you to create custom sub-groups of users utilizing Contact Groups.  You will then be able to specify in your Positions List that a user must be a member of a certain Contact Group in order to be eligible to work a certain position.  We have an entire support article dedicated to how to set this up so you can Read More Here.  Contact Groups are very versatile and we recommend almost every organization utilize them since they can be used for qualifications, reporting, messaging, assigning and much more!

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