Create and Edit Assigning Workspace Templates

66 STEPS

1. This tutorial demonstrates how to Create and Edit Assigning Templates.

Assigning Templates replace the previous History section and allows assignors to save Match and Officials settings from the gear and column areas.

2. From the home page, click on the arrow next to Assignor Workflow to expand the dropdown.

3. Click Assigning Workspace

4. Collapse the menu by clicking on the x at the top left of the page. Collapsing the menu will provide a wider view of the workspace.

5. Let's set up our workspace in preparation for creating our first template. Click the gear icon to choose the Competition and/or specific Schedules within a Competition.

6. For this example, we will choose the Lakeville Fall Cup by moving it to the right side of the shuttle. Selecting a Competition includes all the Schedules within that Competition. Several Competitions or specific Schedules can also be chosen.

7. Select the Roles and click Apply Changes when finished.

8. Click the Column icon to choose different columns.

9. For this example, we will add Competition as a column.

10. Let's add the Match Ready column as well. When Match Ready says "Yes", it indicates all mandatory roles have been assigned and accepted.

11. Let's remove the City column because that information is not relevant for this Competition.

12. Click Apply Changes when finished.

13. On the Officials side of the page, click the Columns icon to select different columns.

14. For this example, we want to know Distance from Home, which is the distance of the site of a specific match from the home address of the official entered into their profile.

15. Click Apply Settings when finished selecting your columns.

16. Now that we have our settings how we want them, click Create New Template from Current Settings at the bottom of the page.

17. Type the name of your template in the Template Name field and add a description if you wish.

18. Click Save Template when finished.

19. Let's create another template for a different Competition. Click the gear icon to open Match Settings.

20. Double Click Lakeville Fall Cup to move it to the left side of the shuttle, which deselects it.

21. Double Click Lakeville Fathers Day Cup to select that Competition instead. Remember that selecting a Competition automatically selects all the Schedules within it.

22. Click Apply Changes when finished.

23. Let's adjust the columns we want for this template by clicking the Column icon.

24. For now, we will remove the Match Ready column.

25. On the Officials side of the page, click the gear icon to choose your settings.

26. Change your Pool if needed. Use the toggles to turn options on or off. For this example, we will remove officials from our list who are blocked out of all the matches listed on the left side of the page.

27. Click Apply Settings when finished.

28. Click the Columns icon to select different columns.

29. For this template, we want to know the Distance between Same Day Assignments (Distance SDA). This option will show the distance between the two sites when officials have other assignments on the same day as the match being assigned.

30. Click Apply Settings when finished.

31. Click Create New Template from Current Settings to save these settings as a new template.

32. Type the name of this new template.

33. Type a description if that helps you remember the purpose of your settings.

34. Click Save Template when finished.

35. Now that we have created a couple of templates, we can go to other areas of the site and easily return to the templates we created. Expand the menu by clicking the Main Navigation icon.

36. For this example, we will navigate over to Competitions and leave the Assigning Workspace momentarily.

37. When you are ready to return to the Assigning Workspace, navigate back to that area. Click on Assignor Workflow.

38. Click Assigning Workspace.

39. To access the templates we previously created, click Templates.

40. A summary of each template created is displayed. Recall that Match side and Official side settings and columns are included. To view more details about these template settings, click the magnifying glass next to the template.

41. You can perform various actions from here, such as Load Selected Template, Delete the template, or Rename the template using the buttons at the top right of the page.

42. Click Cancel to return to the Assigning Workspace.

43. Click Templates to display existing templates.

44. To select a template, select it using the radio button.

45. Click Load Selected Template

46. Confirm by clicking Load Selected Template.

47. Let's now look at how to edit or update a template. For this example, we see that the Field Number column is not needed on the Matches side of the page. Click the Column icon.

48. Uncheck Field Number.

49. Select or deselect any other columns you want to adjust and click Apply Changes when finished.

50. To update our template with these new settings, click Replace a Template with Current Settings.

51. Click the radio button next to the template you want to replace with these current settings. For this example, we want to replace the Lakeville Fall Cup template.

52. Click Replace Template.

53. Confirm by clicking Replace Template again.

54. You can also load or switch templates at the bottom of the page. Click Load an Existing Template to display the dropdown of templates you created.

55. For this example, we will switch to the Lakeville Fathers Day Cup template, which happens to have the same name as our Competition, and is specified in brackets next to the template name.

56. Click Load Template

57. Click Load Template again to confirm.

58. Note that templates will not save the items adjusted through the Actions menu, such as column orders, filters, or control breaks. However, we can Save a Report to preserve these items. Let's look at how to do that next.

59. For this example, we want to set a filter on the Match Ready column to only display matches that need attention by the assignor.

60. Since we are setting a simple filter, we can click the column header Match Ready to display the options. You can accomplish the same thing -- or set more complex filters -- using Actions/Filter.

61. To display only those matches that are not ready, click "No". Recall that when all mandatory roles have been assigned and accepted, Match Ready will show as Yes.

62. Note our filter is now shown above the report. To save report settings, click Actions.

63. Click Report, then Save Report.

64. Name your report so you can easily find it later.

65. Type in a Description if you wish and Click Apply.

65b. Click

66. Uncheck the filter if you wish to turn it off temporarily.

Thank you for watching the tutorial on Creating and Editing Assigning Templates.