September 3rd, 2025

Improved

πŸš€ New Tutorials: Self-Assign Functionality

Overview

New tutorials are now available to help assignors and officials effectively use the self-assign feature. For assignors, there's a comprehensive guide on match designation and eligibility management. Additionally, the AI chatbot for officials has been updated with self-assign guidance and links to tutorials - information we're sharing here so you can direct officials to these resources when needed.

For Assignors

Self-Assign Match Designation and Eligibility Settings

Learn how to designate matches for self-assignment and configure eligibility settings to control who can claim these assignments.

What's Covered:

  • Controlling self-assign daily maximums per official

  • Designating specific matches for self-assign

  • Designating specific matches for exclusion from self-assign

  • Setting eligibility criteria for self-assigned matches

  • Establishing role-specific eligibility rules

  • Managing pool restrictions and requirements

  • Configuring default assignment status

Access the Tutorial: Self-Assign Match Designation and Eligibility Settings

For Officials - Resources Now Available

The AI chatbot for officials has been updated to provide guidance on self-assign functionality and links to the relevant tutorials. We're sharing these resources here so assignors are aware of what's available and can direct officials to these tutorials if asked about self-assigning.

1. Find and Select Matches for Self-Assign

A comprehensive guide for officials on locating and claiming available self-assign matches.

What's Covered:

  • Viewing available self-assign matches

  • Using filters to find suitable assignments

  • Understanding eligibility indicators

  • Selecting and confirming self-assignments

  • Checking assignment status

  • Managing multiple self-assignments

Officials Tutorial: Find and Select Matches for Self-Assign

2. How to Cancel a Self-Assigned Match

Instructions for properly notifying assignors when an official needs to turn back a tentative self-assignment.

What's Covered:

  • Locating pending self-assigned matches

  • Initiating the cancellation process

  • Providing cancellation reasons

  • Understanding the turnback workflow

  • Confirming cancellation status

  • Best practices for communication with assignors

Officials Tutorial: How to Cancel a Self-Assigned Match

Key Benefits of Self-Assign

For Assignors:

  • Distinct icon in the assigning workspace for self-assigned matches

  • Self-assign column in reports for filtering, sorting, grouping

  • Reduce time spent on routine assignments

  • Allow officials to manage their own schedules for designated matches

  • Maintain control through eligibility settings

  • Focus on assignments requiring manual attention

For Officials:

  • Greater scheduling autonomy

  • Immediate assignment confirmation for eligible matches

  • Flexibility to select preferred locations and drive times

  • Clear process for cancellations when needed

Implementation Notes

  • Self-assign features work within existing assignment rules

  • All standard validation checks remain active

  • Assignment history and reporting include self-assigned matches

  • Turnback notifications sent to assignors

Getting Started

  1. Assignors should review the designation and eligibility tutorial to properly configure matches for self-assignment

  2. Officials can access self-assign guidance through the AI chatbot or the tutorials directly

  3. Assignors can refer officials to these resources when questions arise about self-assigning

Support

For questions about self-assign functionality:

Happy assigning!

The Ref Insight Team