33 STEPS
1. This tutorial shows how to check for officials recently added to the Directory so they can be added to one or more pools.
This action will help incorporate newly added officials into your pools so they can be utilized quickly for match assignments.
2. For this example, we will use the Ref Insight Demo Account.
To start, click the arrow next to Settings to expand the dropdown.
3. Click Pools.
4. Find the pool you would like to add people to from recently added officials.
For this example, we will use Josh Pool. Click the magnifying glass next to the pool name.
5. Click Add People.
6. The People who are not in this pool are displayed under the People area.
We will now add two columns to see who has been recently added to the Directory.
Click Actions.
7. Click Columns
8. Double Click Added (ET) to display this column in the report, which indicates the date and ET time of when this person was added to the Directory.
9. Double Click Activated to display this column in the report. This column indicates whether the official has activated their Ref Insight account or not.
10. Click Apply.
11. Click Rows to display more rows on this page.
12. Click All to show everyone in the directory who is not in this pool. If the Directory of the account is very large, it will take a few seconds to load the page.
Tip: Filter the columns before showing all rows for faster page loading.
13. Sort the Added (ET) column to show the most recent additions by clicking the column heading and then the Up arrow.
14. Any column heading can be filtered for one item by clicking on the column header. For advanced filtering with operators or other conditions, click Actions and Filter.
15. In this example, we want to see everyone from the city of Minneapolis who was added to the Directory in August. Click City, then choose Minneapolis.
16. Select people individually to add to the pool or move the Select All toggle to the right to select everyone listed.
17. Click Save Selected People
18. Our selections now display under the Selected People section. Click Save Changes.
19. Our selections have now been added to our pool.
If you are comfortable with the process, you can stop here. To see how to add people from the first 3-digits of a zip code, continue with this tutorial.
Click Add People.
20. Remove any old filters by clicking the X next to the filter.
21. We will now add a column containing the first three digits of the Zip Code to encompass a group of people in a general area.
To display this column, click Actions.
22. Click Columns
23. Double Click Zip (1st 3 chars)
24. Move this column next to Zip by clicking the up arrow.
25. Click Apply
26. Click Zip (1st 3 chars) to see what selections are available for our filter.
27. For this example, we will choose 550 as the first 3 digits of the zip codes that are relevant for this pool.
28. Select the relevant people to add to this pool. We can start with Select All ...
29. ... and then unselect people we do not want for this pool.
30. Click Save Selected People when you have finished making your selections.
31. Click Save Changes when finished.
32. Thank you for watching the tutorial on how to check for officials recently brought into the Directory and adding them into your pools.
33. That's it. You're done.
