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System Guide for Assignors

Updated over a week ago

Searching for Referees

To begin locating referees, click on the Referees tab at the top of the page and select All Referees from the left side menu to view, add, and manage referees.

The All Referees view will display a list of all referees within your organization. Details such as name, system ID #, USSF ID #, referee status, contact information, etc., are listed for each referee. The search box can be used to find a referee using any search criteria related to the referee. The mini menu located in the upper right-hand corner can be used to export referee data as needed by your organization.

Referee Statuses Overview

Referees can be in the following statuses:

Registered

Indicates that a referee has been populated in the All Referees table via a competition/program registration in the registration system. This value cannot be reselected if it is replaced with another status.

Active

Full admins can set any referee status to Active. The Active status makes the referee eligible for assignment.

Inactive

Full admins can set any referee status to Inactive. The Inactive status makes the referee ineligible for assigning.

Imported

Indicates that a referee has been populated in the All Referees table via a file import. This value cannot be reselected if it is replaced with another status.


Searching for and Sorting Referees

Navigate to the Referees tab at the top of the page and locate the All Referees link on the left side of the page. From this view, you will see all of the current referees and can create referee lists for use in assigning games.

  • Use the search box above the All Referees List to search for referees. Any data related to the referee can be used as search criteria.

  • Hover over a table column header to use the sorting or filtering function.

  • Use the Previous/Next buttons, # of rows displayed, or the page indicator to jump to specific pages.

Configuring Table Columns

Table columns can be configured under the All Referees view to show/hide specific columns of data as needed for your organizational purposes. This includes showing or hiding referee grade levels and or any custom referee data.

  1. Click on the mini menu and select the grid icon to configure (show/hide) table columns.

  2. From the table column headers listed, check the filter and/or show box across from each heading as needed. Leaving the box unchecked for a heading will make that field hidden from the All Referees view.

  3. Once complete, click Save.

Exporting Data

Use the mini menu and select the export icon to export the current referee info on the page. Export options include print, save to PDF, or export to a CSV file.


Mass Update Referee Statutes

Bulk update referees to either Active or Inactive in just a few clicks.

  1. Using the sort/filter options in the Status column, find those referees whose status you wish to update.

  2. Within the Status column, click on the edit icon to open the mass update view dialog box.

  3. Select the new Status in the drop-down menu (Active or Inactive). Be sure to verify the number of people this update will apply to before saving.

  4. Once complete, click Save.


Referee List Management

Unlimited lists may be created by full admins and assignors to categorize groups of referees based on any criteria, such as grade level, region, etc. These lists will be available to optionally limit the entire possible scope of referees to the season when making assignment selections. Click on the Referees menu option at the top of the page, and the Assignor Lists left side menu to view and manage Referee Lists for use by assignors.

Assignor List Overview

  • Search/Filter/Sort: Use the search box to find a referee by First/Last Name or email address. You may also sort and/or filter by clicking on the column headers

  • Mini Menu: Options to add a referee to the currently selected list, export the list, add a referee to the selected list, or configure the table columns for the list view.

  • List: Select the List (Assignors can have multiple Lists)

  • Referee Info: Displays the name, system ID, email, phone number, and status for each Referee for the selected list. Click on any linked referee name in the datagrid to access the Referees profile page.

  • Row Actions: Click the delete icon to remove a referee from a list

Creating a New List of Referees

To create a new Referee List and add referees to existing lists:

  1. In the Assignor List section, click on the mini menu located in the upper right-hand corner and select Add Referees to List.

2. You will be automatically directed to the All Referees table, where you can search, sort, or filter for particular referees.

3. Once you have identified a referee to add to a new list, click on the mini menu and use the Send Referees to List option.

4. You can now either add the Referee to an existing list or create a new list.

  • Note: ALL Referees displayed in the search results will be sent to the indicated list.

5. To remove a referee from a list, below the row actions columns, click on the delete button icon adjacent to the referee’s name.




Managing Referee Assignments

Assigning Referees to Games

Based on the season, location, or club-specific permissions defined by the full admin, assignors will use the filters on the Game Assignment view to find and assign referees to games. Depending on the assignor’s permission, they may not have access to all games within their organization.

  • Filters: Use the available filters to narrow down games that need assignments

  • Filter Selections: As filters are applied, the criteria will display below the filters

  • Saved Filters: When you have set your filter criteria, use the mini menu button next to the Saved Filters dropdown to save your filters for later use

  • Assignment Invite: As assignments are made on games, the invitation count will display. Click on the Send button to view all Pending invitations and send one by one or in bulk.

  • View Toggle/Expand Options: Change the display of games from row view to card view by clicking Card View. Use the Expand All button to open all games in your view.

  • Game Day Information: Using the arrow icon, expand each day/location row to display all scheduled games and assignment statuses.

Setting Filters to Find Games

Use the filters at the top of the page to find the games that need assigning. To include a filter, turn its switch ON and select the criteria you wish to use for the filter. Below is an overview of the current filters. You are able to mix and match filters as necessary in order to locate games that need assigning.

Date/Time

When opening the Assignments tab, the filters will automatically default to display games from the current day to two weeks in the future.

To update this, click on the current Date/Time/Days filter and make adjustments to the date range, specify exact times, and/or select specific days of the week.

Once all selections are made, click out of the list of filters and select Run Filters to view your results.

Status

To narrow down the list of game assignment statuses, move the slider on the Status filter to On and select the game assignment status to filter by. For example, if you wanted to view all games that have been declined in the past week, you would set your Date/Time/Days filter to the correct week range and use the Status filter to select all Declined games that need attention.

Once all selections are made, click out of the list of filters and select Run Filters to view your results.


Location

To narrow down the list of game dates within locations, move the slider on the Location filter to ON and click on ALL to open up all available options. Use the arrows next to each region and location name to view the game surfaces and select the appropriate level (full region, location, or surface).

Once all selections are made, click out of the list of filters and select Run Filters to view your results.

  • Note: If you are limited to assigning within certain locations, the list of filters will be limited to only those locations you are associated with. Full Admins have access to all locations.

Season

To narrow down the list of game dates within specific leagues and/or divisions within a Season, move the slider on the Season filter to ON and click on ALL to open up all available options. Use the arrows next to the League and Season name to view the division structure and select the appropriate level (full season, gender, age group, or entire division).

Once all selections are made, click out of the list of filters and select Run Filters to view your results.

  • Note: If you are limited to assigning within certain seasons, the list of filters will be limited to only those seasons you are associated with. Full Admins have access to all seasons.

Games (game numbers)

To narrow down the list of games by game number, move the slider on the Game filter to ON, input the game number(s), and hit enter. As they are input, the game number(s) will populate below the text box.

Once all selections are made, click out of game number(s) and select Run Filters to view your results.

Clubs

To narrow down the list of games by their club, move the slider on the Club filter to ON and select to search for games within specific clubs based on whether teams are designated as home or away.

Once all selections are made, click out of the filter and select Run Filters to view your results.

  • Note: If you are limited to assigning within certain clubs, the list of filters will be limited to only those clubs you are associated with. Full Admins have access to all seasons.


Saving Filters to Find Games

If you would like to reuse certain filter combinations, you can name and save applied filters by clicking the mini menu next to the Saved Filters dropdown and clicking the Save New Filter button. You will be prompted to provide a name for your filter and to save your entry.

All filters are user-specific and cannot be shared across logins. Use the dropdown to retrieve an unlimited number of saved filters to assist in the assignment process.

Making and Changing Game Assignments

Games are grouped into "Surface Dates," which will include all games for a specific field. Click any surface date to expand and display its games. Up to 25 surface dates may be seen at a time.

Filling Empty Positions (Assignments)

The first step to filling a position is to define which set of referees you want to use for assignment purposes. Individual positions can be assigned by clicking on the Empty button adjacent to the game details. A dialog box will display on the screen and, by default, load a list of eligible referees to fill the assignment. You can choose to expand the list of referees to include non-eligible and unavailable referees for more options.

Referees will be in the following statutes for eligibility/availability:

  • Eligible: Lists all referees that meet the criteria for game/role assignment. Options that indicate eligibility include referee grade level, region, and being free of conflict

  • Non-Eligible: Lists all referees that do not meet the criteria for the game/role. An incorrect level or region would make a referee non-eligible.

  • Unavailable: Lists all referees that have schedule conflicts, such as blackout dates or scheduled games.

To view or hide the age, grade level, or custom referee data, use the checkboxes next to Display Options to turn the display on or off. Selected display options will display next to the referee’s name in the dropdown if the setting is On.

Finding Referees to Assign

There are several ways to find referees to assign to a game.

  1. Use the drop-down to scan and search the list of referees to potentially assign to a game based on the settings applied above. If the referee’s profile contains answers to custom data, the value(s) will display when viewing the list of referees if this option is on.

  2. To limit the list of referees to those that contain specific answers to custom data, type in one of the custom data responses in the search field. For example, searching for ‘regional’ will return referees that have a classification response of Regional. In the case where searching for answers to ‘checkbox’ type questions is needed, a search can be done on the name of the field, instead of the response.

3. Use the Random button to randomize your selection from the list of referees. The system will pick a referee at random based on the display options selected.

4. Use the Limit candidates to an Assignor List option to use any one of your pre-created list of referees.

5. Additionally, on the game assignments view any filled positions may be used to fast-assign by dragging the referee's name into an EMPTY spot.

Note: When assigning referees to games, if disqualification criteria are set for a role, any referees matching those values are NOT included when assigning per game, even if including non-eligible or unavailable referees.

Removing and Revising Assignments

To remove a referee from a role:

  1. Click the menu icon next to the referee’s name on the game view and click the remove icon to remove the referee from the role.

  2. Referees can be removed in any assignment status (Accepted, Declined, or Invited). An email notification will be sent out to the referees when they are removed from accepted games.

To replace one referee assignment with another:

  1. Click the edit icon next to the specific game to open the Edit Assignments view.

  2. Use the edit icon next to each assignment to replace one referee with another. If an assignment is in the Invited or Accepted status, you must first remove the referee from the role before changing the assignment. Use the delete icon to complete this action.

3. To move a referee from one position to another within the same game, on the Game Assignment view click and drag the referee to the new assignment within the same game. This will MOVE the referee from one slot to another.

  • Note: After clicking on the referee to drag them, you will see whether that referee is eligible to be “Assigned” or if there is a “Conflict”.

If there is a conflict, you will see what the specific conflict is once you place the referee in that assignment slot:

4. To clone a referee from one game to another, click and drag the referee to the new assignment slot across games. This will CLONE the referee from the first assignment into a second assignment in the new game.

Note: If there is a conflict, you will see what the specific conflict is once you place the referee in that assignment slot as above.

Sending Game Assignment Invitations

All game assignments must be sent by the Assignor after the desired selection is made. There are two ways to send game assignment invitations.

Send at the game/position level

  1. Click the menu icon next to any unsent assignment.

  2. Click the send invitation icon to send the invitation. You will be able to review the details of the assignment before sending.

Send some/all pending game invitations

  1. Click the Send Assignments bubble on the top left of the Assignments tab.

  2. A dialog box of all unsent invitations will display. Select/unselect any invitations to be sent out to referees. Once complete, click Send.

Viewing Game Assignment Status

The initial view of game days will display a quick overview of the assignment status. The display will include a count of unassigned roles as well as a count of accepted, invited, and declined assignment invitations.

Updating Game Assignment Status on Behalf of Referees

Full Admins and Assignors can update the game invite assignment status for games in the past and future on behalf of a referee by clicking the menu icon next to any assigned referee in the assignments view and then clicking Edit Status.

From here, indicate the Accept or Decline status for the assignment on behalf of the referee. If you are declining an assignment on behalf of a referee, you must enter a reason for declining.

Editing Assignment Details for Individual Games

In order to provide flexibility, the ability to modify role assignment details for individual games is available. Details such as role pay or game reporter can be added to individual games and not affect all games within the season. To begin editing assignment details for individual games, use the down arrow to expand and view the game details, and then click the edit icon within the game listing.

To modify assignment details for existing roles for an individual game:

  1. From the Game Assignment view, click on the edit icon across from the game you wish to modify.

  2. The Edit Assignment view for the respective game will display on the screen. Click on the edit icon across from the role you wish to modify. If a referee has already accepted or been invited to the role, they will need to be removed before any changes can be made.

3. The current assignment role information will display. See below for an overview of the role attributes. Edit the role as necessary and click Save.

Edit Assignment Role Overview

  • Role Code: Acronym for role. This code will be visible on various screens within the system as an indicator for the role type.

  • Full Role Name: Full name of role

  • Role Pay: The total amount the role will pay

  • Rating Level Eligibility: Custom referee data

  • Rating Level Disqualifications: If disqualification criteria are set for a role, any referees matching selected values are NOT included when assigning.

  • Game Reporter: Select to designate this role to submit the post-match referee game report (scores, attendance, etc.)

  • Game Crew Assessor: Select to designate this role and submit the post-match referee assessment report (evaluation of referee performance)

  • Pay Mode: Indicate how the referee will receive pay - Via Batch or In Person

  • Self-Assignable: Allows referees to proactively search for and assign their own games instead of being assigned. Click here for more information about this process.

  • Is Transferable: Allows referees to set a game they have accepted back as available for another referee to pick up with self-assignment

4. The changes to the role will apply to this game only. When any modifications have been made to an individual game’s role configurations, on the Game Assignment view, below the edit icon, the word ‘CUSTOM’ will appear as an indicator that there was a change made.


Configuring Assignment Disqualifications via Game Assignments View

Configuring disqualifying referee criteria for roles will prevent any referees from being selected for game assignments. This configuration can be set up so that under no circumstances can those referees be selected for a particular game role. Follow the steps below to configure:

1. On the Game Assignments view, use appropriate filters or saved filters to locate the game. Use the down arrow to expand and view the game details, and then click the edit icon within the game listing to modify.

2. The Edit Assignment view for the respective game will display on the screen. Click on the edit icon across from the role you wish to modify. If a referee has already accepted or been invited to the role, they will need to be removed before any changes can be made.

3. On the Edit Role Assignment dialog box, use the Rating Level Disqualification menu to select which criteria would disqualify a referee from the role. For example, if the Beach Soccer Referee option is selected, this would mean that a referee who has a Beach Soccer License on their profile would be disqualified for assignment to the role.

4. If the checkboxes for No US SOCCER - SAFETY Levels or No US SOCCER - REFEREE Levels are selected, this would mean that the referee must have at least one of the safety or referee level criteria associated with their profile to be qualified for the role.

5. Once the disqualifying criteria have been chosen, click out of the selection menu to view the Edit Role Assignment view to review the role preferences. Once complete, click Save.

Note: If modifications made within this role are needed for multiple games, please contact your Full Admin about updating the game crew template for future use.

Post Assignment Disqualification

Referees will be removed from any future assignments if/when their Rating Levels are updated, thereby causing them to be in violation of the established disqualifying criteria. A notification will be sent to the referee and assignor alerting them that, due to disqualifying criteria, the referee will be unassigned and removed from the assignment.

To add a new role for an individual game:

  1. From the Game Assignment view, click on the edit icon across from the game you wish to modify.

  2. The Edit Assignment view for the respective game will display on the screen. Click on Add Role.

  3. Add in assignment role details. Fields marked with an asterisk (*) are required. Once complete, click Add.

4. The new role will be added for this game only. When any modifications have been made to an individual game’s role configurations, on the Game Assignment view, below the edit icon, the word ‘CUSTOM’ will appear as an indicator that there was a change made.

Note: If this role is needed for multiple games, please contact your Full Admin about adding this role to a game crew template for future use.

Enabling Game Role Self-Assign and Accepted > Available Mode for Game Assignments

Admins, assignors, and referees can take advantage of a Self-Assign and Accepted > Available feature. This feature provides a greater level of assignment flexibility by allowing referees to proactively search for and assign their own games instead of waiting for games to be assigned to them.

How to Turn Self-Assign or Accepted > Available Mode On for Individual Games

Both Assignors and Full Admins have permission to turn this on at the game-level template.

  1. Click on the edit icon across from the game you wish to modify.

  2. Within the Edit Assignments view, click on the edit icon to indicate which roles for a particular game should be Self-Assigned or Accepted > Available enabled. Only roles with Empty statuses can be edited.

3. Check the Self-Assignable box and click Save. You will then be taken back to the Edit Assignments view for the game, and click Save to update the changes made to the role for the game.

4. As roles are set to Self-Assign mode, a Self-Assign indicator will display when viewing the game day roles in the Assignment view.

How Referees Can Self-Assign Game Roles

If self-assign has been enabled for any game roles, referees will have access to a view for Self-Assign on their referee page. This view will display all self-assign enabled games that the referee is eligible and available for (grade level, registration status, blackout dates, and region/map preferences are all taken into account).

This view will also display games that have been set from Accepted > Available by referees.

The search box at the top of the list, or the ability to sort and filter available when clicking on the column headers, can help narrow the list of game roles open for Self-Assign. Clicking the Accept button in the game role row will complete the Self-Assign action.

The game will appear on the calendar view for referees. ‘The Assigned By:’ section will indicate if a game was self-assigned.

How Referees Can Set Accepted Roles to Available

For Accepted > Available eligible game roles, there will be a switch on the game detail view accessed via the referee calendar.

When the Set As Available mode is set to On, the game detail entry on the calendar will turn pink. It will be removed from the referee’s calendar once the game role is accepted by another referee.

Setting an Accepted assignment back to Available will place the game back into the Self-Assign list for another referee to Accept. If the game assignment is not accepted by another referee in advance of the game start time, the original referee will remain assigned and is still responsible for completing the assignment.

The game role in the assignment view will remain in an Accepted status for any games set to be available by a referee.

Game & Assessment Reports

Reviewing or Revising Referee Game Reports

  1. From the navigation, click on Reports > Referees > Referee Reports.

  2. On the Reports view, select Game Reports from the drop-down menu. The screen will then change, and you will be prompted to select the competition and season.

3. Games for the respective competition and season will be listed on the screen. Use the search box or column filters to locate specific games within the season. Click on the game number to view the Referee Game Report.

4. The Referee Game Report will display and show all the details as submitted by the game reporting referee.

Reviewing or Revising Submitted Assessment Reports

  1. From the navigation, click on Reports > Referees > Referee Reports.

  2. On the Reports view, select Referee Assessment Reports from the drop-down menu. The screen will then change, and you will be prompted to select the competition and season.

  3. Click on the game number for any particular game to view or modify the submitted Referee Assessment report.

Note: When Assessors are determining the referee assessment grade values for each referee per game, they do not grade themselves.

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