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| A person record exists in the system under No roles or a certain roles such as Contact: those who appear in the mailing list Player: those who appear in team selection page, player score cards, player transfer/clearance and mailing list. The record also stores special information applicable to this type for example availability and registration. Match Official: those who appear in Match Official allocation pages (manual/automatic) and mailing list. The record also stores special information applicable to this type solely for instance accreditation & availability Team Official: those who appear in team selection page, team nomination and mailing list. Office Bearer: those who appear on the organisation's contact's details and mailing list There are two ways to assign/change roles to a person record |
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Changing role for one person record
Go to Organisation >> People > Person List
This screen displays and allows the addition or removal of roles for a particular person record.
Image RemovedEach Person record can be assigned roles within the system. By default, a Person record is not assigned to any roles.
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| title | Assigning Roles for One Person |
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- Select Person from Person List (see Searching Person Record).
- Select the Roles tab to display current roles (if any).
- Add new Roles as required, by selecting the relevant fields in Add New Role section and clicking the Add Role link.
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- Manage the Roles for the Person under the Current Roles for... section by selecting Remove or Re-confirm, as required.
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Note, that you should not add a role where a clearance is required. For example, there could be situations where a past player has played at another club, and now requires a clearance to return to your club. Rather than adding back the role here, you should apply for a Clearance, whereby the role is added back once the Clearance is approved. player movement Also, if you are adding a Role back to a record with no current roles which has been marked as not editable (normally this would be done by the person logging in as a participant, and clearing the editable flag for your organisation), then adding a Role causes the record to enter a 'provisional' state (similar to records just transferred into your organisation). The record will not be editable or viewable for a period of 5 days by your organisation. The person will also be notified that this change has taken place. |
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Current roles for |
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... | The current roles within the current organisation are listed in the first table. Each combination of Role/Sub-Role is listed on a new line. For example, if a person |
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has both SENIOR and JUNIOR Sub-Roles of the PLAYER Role, there would be two entries in this table. |
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Roles that a person may have |
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another organisation will not be listed in this table. |
If a person has no current roles within the organisation, then the |
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is displayed within a dropdown list. This refers to the last Sub-Role that was removed from the person record in this organisation, prior to there being no current roles assigned. The |
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is only used as a search criteria in, for example, person lists |
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. Last Sub-Role does not affect any prior role history. If it is incorrect |
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, it can be changed by making a new selection in the dropdown list and clicking the Update link. Remove roles - click the Remove link of the Role/Sub-Role combination within the Current Roles table, and click OK in the confirmation box. This will immediately remove the Role/Sub-Role, and if applicable will update the Role History. Note that removing all PLAYER roles will mean the person cannot be selected in teams, and removing all UMPIRE/REFEREE roles will mean the person cannot be allocated to matches. However, removing a role will not affect any past data for the person (e.g. matches played etc). Reconfirm roles: If applicable, roles for a single person can be re-confirmed here, although these would normally be done in bulk. If the role requires reconfirmation, then the Re-confirm link will be enabled, and the Auto remove date (which is the date on which the system will automatically remove the role if it is not re-confirmed beforehand) is listed. If NA displays, it means the role is not currently scheduled to be removed at any time in the future. The date that the role was last re-confirmed (if any) is also displayed. To re-confim a role, click the Re-confirm link of the Role/Sub-Role combination within the Current Roles table. | Add new role |
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In the Add New Role table:
- Select the Role from the dropdown
- Select one or more Sub-Roles
- Click the Add Role link
- Click OK in the confirmation box
Note, that you should not add a role where a clearance is required. For example, there could be situations where a past player has played at another club, and now requires a clearance to return to your club. Rather than adding back the role here, you should apply for a Clearance, whereby the role is added back once the Clearance is approved.
| Role History | The system records the history of changes to most roles (CONTACTS is an exception, history is not recorded). For each period where a Role/Sub-Role was held, a row will appear in the Role History table. Current roles will display as CURRENT in the Date To column. You can also see role histories in other organisations by checking the Show role history in all organisations checkbox. |
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Roles that can be assigned to a Person and where these Person records will display in the system:
| ROLE | Where visible |
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| PLAYER | - Team selection page
- Player score cards
- Player transfer/clearance and mailing list.
The record also stores special information applicable to this type, for example, availability and registration. |
| CONTACT | Mailing list |
| MATCH OFFICIAL | |
| TEAM OFFICIAL | |
| OFFICE BEARER | |
| SUBSCRIBER | |
| ADMINISTRATOR | |
| MEMBER | |
Contact:
Player: those who appear in
Match Official: those who appear in Match Official allocation pages (manual/automatic) and mailing list. The record also stores special information applicable to this type solely for instance accreditation & availability
Team Official: those who appear in team selection page, team nomination and mailing list.
Office Bearer: those who appear on the organisation's contact's details and mailing list
There are two ways to assign/change roles to a person record
Modifying person roles in bulk
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