Groups and Rules

Groups can be used to make both assigning and messaging easier within the platform.

Jeff Wigal avatar
Written by Jeff Wigal
Updated over a week ago

When it comes to assigning, you can add officials to groups, and then tie rules to those groups, in order to ensure that the right officials are being assigned to the right games.

When it comes to messaging, you can easily send messages to any group(s) you've created, rather than needing to manually type out each individual's name in the 'To' field.

Types of Rules.

Each Group can have one or more Rules attached to it. These rules determine whether an official can work a particular game or not.

There are two kinds of Rules in Assignr:

1. Required Rules.

A group with required rules allows an official to be assigned to any games matching the criteria you specify. If a game assignment aligns with at least one of a group's Required rules, then the officials in that group can be assigned to that game.

2. Restricted Rules.

A group with restricted rules prevents an official from being assigned to any games matching the criteria you specify. If a game assignment aligns with at least one of a group's Restricted rules, then the officials in that group cannot be assigned to that game.

Let's look at an Example.

Let's say you have a group of timekeepers, and they are the only people who are permitted to be assigned to the Timekeeper position. To configure this:

  1. Add a group called Timekeepers.

  2. Add your timekeepers to the Timekeepers group.

  3. Add a Required rule to the Timekeepers group, and choose Position: Timekeeper.

Once this rule has been added, only members of the Timekeepers group will be able to be assigned to the Timekeeper's position.

Step-by-Step Instructions β€” Groups & Rules.

1. Create a Group.

To add a new group, follow these steps:

1. Select Maintenance β†’ Groups & Rules.

2. Select + Add a New Group.

3. Type the name of your Group.

4. Select Save.

2. Add People to your Group.

Once a group has been created, follow these steps to add people to it:

1. To the right-hand side of your group, select the Members button.

2. Click into the Member dropdown.

3. Search for and select the official you wish to add to the group.

4. Select Add to Group.

5. Repeat steps 3-4 for each official you want to add to the group.

3. Add Rules to your Group.

From the Groups & Rules page, follow these steps to add rules to your group:

1. To the right-hand side of your group, select the Rules button to view rules and add a new rule.

2. Select + Add A Rule.

3. Select your rule type: Required or Restricted.

4. Select the game criteria you wish to be a rule for this group.

5. Select Save.

6. Repeat steps 2-5 for each rule you want to add to this group.

How to benefit from Groups & Rules.

When Assigning Officials:

Once you have added Groups & Rules to your site, you'll start seeing a G conflict code to the right of an official's name, for any assignments that do not align with the groups (and rules) that official is a part of.

When Messaging Officials:

When messaging officials, from the envelope icon in the upper right-hand corner, simply type in and select the name of the Group(s) you wish to send your message to, in the 'To' or 'BCC' field.

Frequently Asked Questions β€” Groups & Rules.

1. Does an assignment need to meet the criteria of ALL of the rules in a group, in order for it to apply? In other words, do rules in a group follow AND or OR logic?

The rules in each group follow OR logic. This means that as long as an assignment meets the criteria of just ONE of the group's rules, then the rule will apply to that assignment.

2. What happens if there are groups with overlapping rules?

When there are overlapping rules, the system looks at which rules apply to a given game. If an officials meets the criteria for ANY of the overlapping rules, then there won't be a conflict.

3. If an official is in a group with rules, can they ONLY work games that align with the group's rules?

No. An official in a group can work ANY games that align with the group's rules (not ONLY games that align with the group's rules). They may also work games that fall outside of these rules, so long as they are not a part of another group with rules that indicate otherwise.

To share a bit more, a group's rules ensure that only the officials in that group can work the games that align with its rules.

4. Can I add officials to Groups in bulk, instead of one by one?

Yes! This can be done through our batch update process, which you can learn how to do here: How to Batch Update People with a Spreadsheet.

What you'll want to do is add a column to your exported People spreadsheet, titled Groups. From there, you can type in the name(s) of the groups you wish to add each official to, separating each group with a comma.

Be sure to include your Group names in your spreadsheet exactly as they appear under Maintenance β†’ Groups & Rules.

As always, let us know if you have questions at [email protected]!

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