Connection Card Pro Help & Documentation

Enabling Auto Assignments

In Connection Card Pro your students, children, and all others can be automatically assigned to their eligible groups in your organization based on age, grade, and gender when entered via an admin or created via other methods, such as kiosk check-ins! This can save you lots of time not having to enter them separately into their groups!

Auto assignments are applied to any group that you specify an age and/or grade restriction for when creating that group, department, or division. Auto assignments will not be applied to those groups that do not specify age and/or grade restrictions. You can still manually assign anyone to any group, such as a teacher, etc. who would not fit within the age/grade restrictions.

Also, by having these age, grade, and gender restrictions set in your small groups for children and students this will make your yearly promotions easy and go smoothly!

Setting Up Auto Assignment

Auto Assignment settings need to be set in your Departments, Divisions and Groups, along with Organization wide settings. If you have already created your departments and groups, you can go into edit for each to make sure the age/grade restrictions are set up in that group or department.

Step 1: Set Organization Wide Auto Assignment Settings

From the menu: Groups > Group Settings > Auto Assignment Settings

• Enable your organization wide auto assign settings here and select to prioritize by grade or age when any conflict between age and grade occurs and Save.

Step 2: Set your Age/Grade Restrictions in your Departments and Divisions, depending on which ones are used by your organization.

Setting Age/Grade Restrictions in all Departments

From the menu: Groups > Departments > Add New (or edit for that department)

• As you create each department (or edit if previously created) scroll down to the Age/Grade Restrictions, click to enable age and/or grade restrictions.
• Enter the Age and Grade range for this department and Save.

Set Age/Grade Restrictions in all Divisions

From the menu: Groups > Division > Add New (or edit for that division)

• As you create each division (or edit if previously created), scroll down to the Age/Grade Restrictions, click to enable age and/or grade restrictions.
• Enter the Age and Grade range for this Division and Save.

Step 3: Set Age/grade Restrictions in all Small Groups

From the menu: Groups > Small Groups > Add New (or edit)

• Scroll down to the Age/Grade Restrictions, click to enable age and/or grade restrictions.
• Enter the Age and Grade range for this group and select the gender restrictions for this group.
• Click Enabled for Auto Fill.
• Enter maximum if there is a maximum number and Save.

Note: Also, when entering people manually in People > New Person you will see under their name a checkbox for auto assignments. We have this checked as a default as we highly recommend leaving this box checked to allow them to be auto assigned to eligible groups. No auto assignments will happen for any individual that does not have this checked when entered manually by an Admin. Auto assignments will happen automatically when creating people via other methods, such as via Service Counter and self-check-in Kiosks.