Use License level as a Filter in the UPP

Created by Sandra Serafini, Modified on Fri, 21 Mar at 4:25 PM by Sandra Serafini


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25 STEPS

1. Filter by License is now available in platform areas that use the UPP to select people for various functions.

USSF Licenses for referee licenses, referee coach licenses, and specialty licenses such as Beach, Indoor, and Futsal are available.

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2. This tutorial demonstrates this feature when creating Pools, but it can be used anywhere the UPP is utilized.

Let's create a Pool of USSF Grassroots officials with 3 years or less of experience.

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3. Click the arrow next to Settings to expand the dropdown.

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4. Click Pools

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5. Click Create

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6. Type in the Pool name and click Create

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6b. Click

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7. Click Edit Pool to select a Pool type.

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8. Click Pool Type

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9. Click Level/License

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10. To make this pool visible to assignors and admins, move the toggle to the right.

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11. Click Apply Changes

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12. Let's add people to this pool.

Click Add People.

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13. Click the Filters arrow to expand the section.

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14. Scroll down within the Filter section to find Filter by License

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15. Double Click the relevant License level or levels to move them to the right side of the shuttle.

In this example, we will choose Grassroots Referee (referee_pathway).

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16. Click Apply Filter

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17. The list now shows those officials who are Grassroots Referees.

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18. Since we want our pool to only contain Grassroots Referees with 3 years or less of experience, let's filter the list further.

Click Actions, then Filter.

Choose Yrs Exp as the Column and <= as the Operator.

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19. Type 3 in Expression or choose this number from the dropdown list if it is available.

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20. Click Apply

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21. You can combine these filters and add to them, for example using city, zip codes or even existing pools to create subgroups.

Check your Rows to ensure everyone on the list is being displayed on the page.

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22. Move the Select All toggle to the right to select everyone on the page.

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23. Click Save Selected People

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24. Click Save Changes

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25. Thank you for watching the tutorial on using License Level as a filter when utilizing the UPP.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2528768/Use-License-level-as-a-Filter-in-the-UPP

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