Changelog -- New features, Improvements, and Fixes

You can now control which full-access administrators receive email notifications when an override request is submitted for an assigning rule violation — so notifications go only to the administrators responsible for handling them, rather than everyone with full access.

This setting is off by default. The Ref Insight Team has enabled it for full-access administrators who have historically actioned these requests, but we encourage account administrators to review these selections and make adjustments where necessary.

To update the setting, go to Security > Administrators, locate the relevant full-access administrator, and toggle on or off Receive Override Requests (rule violations) in their settings as needed.

The tutorial is below:

📖 Tutorial: Notifications for Override Requests

Happy Admin’ing!

The Ref Insight Team

Hello Ref Insight Administrators,

We've expanded manual credential entry to include SafeSport licenses. If an official has completed a background check or SafeSport certification outside of the standard U.S. Soccer Learning Center process, you can now add both directly to their profile.

What's New

Manual Background Check Addition

Full-access administrators can manually add background checks directly to a person's profile, including:

• Background checks from providers external to the U.S. Soccer Learning Center

• Issue and Expiration dates

• How the background check was verified

Manual SafeSport Addition

Full-access administrators can manually add a SafeSport license directly to a person's profile, including:

• SafeSport licenses from providers external to the U.S. Soccer Learning Center

• Issue and Expiration dates

• How the SafeSport license was verified

Benefits

Complete Records: Maintain background check and SafeSport information even when checks are obtained through alternative channels or legacy systems.

How It Works

Navigate to any person's profile, locate the USSF Licenses section, and use the updated Add Background Check / SafeSport button. Add relevant details and save to the profile.

Learn More

For detailed instructions and step-by-step guidance, visit our tutorial: Manually add a Background Check or SafeSport license

Questions? Please reach out to support@refinsight.com

Happy administrating!

The Ref Insight Team

Hi everyone,

Seatbelts on.  This is a good one.

Our new Pool Builder is one of the most powerful time-saving features we've added to Ref Insight. If you've ever spent hours manually building and maintaining pools — tracking down new officials, removing people who moved away, adding referees who just earned a new license — Pool Builder can do that work for you, automatically.

What it does: Create a Builder, attach it to a pool, and define your criteria. When the Builder runs, it scans the directory and adds every official (or other user, like Mentor, Referee-Coach, etc.) who meets your criteria. Set it to Active and the bot runs on a schedule you choose, keeping your pools current without any manual effort on your part.

This is especially valuable for staying on top of changes that happen over time — officials who are new to your account, referees who have moved to or away from an area, and officials who have earned new licenses or had license changes. Your pools are updated to include new people who meet the criteria, and flag those who no longer meet the criteria, reflecting these changes without you having to manually track any of it.

What you can filter by:

Location: City, State, Zip Code (5-digit, first 4, or first 3), Country, Proximity by drive time or distance to one or more sites

Experience: Years of Experience, Assignment Count (global, account, or account this year), Days on Account, Assigned By (assignor), Declined Count (total or this year)

Qualifications: Tag, License, License Type, Track & Tier, Bank Info on File, Tax Info on File

Demographics: Age, Gender

Administrative: Exclude specific referees from a Builder's results

You can combine multiple criteria within a single Builder — multiple criteria within a Builder use AND logic, so officials must meet every filter to qualify.  Great for when you want your pool to include two or more things, such as Location AND Experience, or maybe Location AND License level.

Multiple values within a single criterion use OR logic.  Great for things like Location including multiple states, cities, or zip codes.

You can run multiple Builders on the same pool, each with its own set of criteria and running on its own schedule, without them interfering with each other.

Each time a Builder runs, it adds newly qualifying officials and flags anyone who no longer meets the criteria — but never removes them automatically. You always have the final say on who stays in a pool.

If your pool already has manually-added members: Use the Manage Member/Builder Association tool to bring those members under a Builder so the bot will consider them on future runs.

Getting started: We highly encourage you to reach out to our support team at support@refinsight.com for help creating your first Builder or applying builders to your existing pools. There's a lot of flexibility in how these can be configured, and we're happy to work through it with you.

Tutorials

• Pool Builder — Create a builder, add criteria, run the builder

• Apply a Pool Builder to manually added pool members

Happy Pool Building!

The Ref Insight Team

Overview

A new terminology type, Match Difficulty, is now available for Observer Reports. This addition allows Observers to indicate the difficulty level of a match when completing their observation form, providing valuable context for official performance evaluation.

Feature Details

Match Difficulty (Observer Terminology)

Account administrators can now add Match Difficulty as a terminology type, giving Observers a way to capture the difficulty level of matches they evaluate.

Key Benefits:

• Provides context for official performance—a solid performance in a high-difficulty match tells a different story than the same performance in a normal match

• Customizable difficulty levels to match your program's needs

• Helps identify officials ready for advancement to more challenging assignments

• Supports more informed assigning decisions based on historical performance across difficulty levels

Configuration

Full-Access Administrators can configure Match Difficulty levels from the Observer Terminology settings. Create levels that reflect your program's match difficulty (e.g., Normal, Difficult, Very Difficult) or customize terminology to fit your organization's standards.

Tutorial Updated

The Creating an Observer Form tutorial has been updated to include Match Difficulty configuration:

• Creating an Observer Form

Support

For questions about Match Difficulty or Observer Reports:

• Review the updated tutorial in the Knowledge Base

• Contact support at support@refinsight.com

Happy observing!

The Ref Insight Team

Overview

Assignor Profiles at the Competition level can now be limited by Region — making it easier to keep assignor access current as your regions grow and change. No more manual site-by-site updates every time a region is modified.

🗺️ Region-Based Assignor Limits

What's New

• Regions can be defined within your account and organized however works best for you — by state, city, district, or any other grouping.

• Sites can be placed into Regions, and assignors can then be limited to one or more specific Regions rather than individual sites.

• When new sites are added to a Region, they are automatically included for any assignor already limited to that Region — no profile updates required.

• Previously, assignors were limited to individual sites (with the Region displayed as a filter aid), but keeping those site lists current as regions changed, or sites were added, was a manual, time-consuming process. This enhancement eliminates that burden entirely.

📖 Tutorial Available

The full walkthrough covers how to create Regions, add sites to Regions, set Region limits on Assignor Profiles, and bulk edit assignor profiles within a Competition.

Add Sites to Regions and Set Region Limits on Assignors

🙋 Support

If you'd like assistance updating your current assignor profiles to take advantage of Region limits, we're happy to help — just reach out to support@refinsight.com.

Happy assigning!

The Ref Insight Team

Overview Two improvements are now available for the Ad-Hoc Invoice creation process, providing admins and assignors with faster access and more accurate Competition spend reporting.

Feature Details

🔗 New Shortcut Under the Payments Menu:  Access Ad-Hoc Invoices faster with a new shortcut directly in the Payments menu — no need to navigate through the Postgame Workflow.

What's New:

• Ad-Hoc Invoices now appear as a direct menu item under Payments

• Existing access through the Postgame Workflow Create Invoices area remains available

• Faster navigation for frequent invoice creators

🏆 Attach a Competition to an Ad-Hoc Invoice:  Ad-Hoc Invoices can now be linked to a specific Competition at the time of creation, enabling more accurate spend tracking and smarter invoice batching.

What's New:

• Select a Competition from the dropdown when creating an Ad-Hoc Invoice

• Invoices with a Competition attached can be batched with other invoices for the same person in the same Competition

• Invoices without a Competition are processed in their own batch but can include multiple line items

Tutorial Available Access the complete tutorial in the Knowledge Base:

• Ad-Hoc Invoices – Create, Attach a Competition, Release to Payor Portal

Support For questions about Ad-Hoc Invoices:

• Review the tutorial in the Knowledge Base

• Contact support at support@refinsight.com

Happy invoicing!

The Ref Insight Team

Status: Maintenance Scheduled

Hello Admins and Assignors,

Ref Insight will undergo scheduled maintenance on Thursday, March 5, 2026, from 2:30 AM to 5:00 AM ET. During this time, all portals will be unavailable.

This is the last scheduled maintenance for this cycle.  This maintenance is being performed to ensure continued reliability and performance of the platform. No action is required on your part, and all data will remain secure throughout the process.

We appreciate your understanding and have scheduled this work during off-peak hours to minimize any disruption. If you have questions or concerns, please contact our support team.

Thank you!

The Ref Insight Team

Status: Maintenance Scheduled

Hello Admins and Assignors,

Ref Insight will undergo scheduled maintenance on Wednesday, March 4, 2026, from 2:30 AM to 5:00 AM ET. During this time, all portals will be unavailable.

This maintenance is being performed to ensure continued reliability and performance of the platform. No action is required on your part, and all data will remain secure throughout the process.

We appreciate your understanding and have scheduled this work during off-peak hours to minimize any disruption. If you have questions or concerns, please contact our support team.

Thank you!

The Ref Insight Team