How to set up Rules and Learner Allocations

How to set up Rules and Learner Allocations

The Rules and Learner Allocations feature allows you to allocate learners to sport house teams using various methods. There are three steps: Step 1 sets up the allocation rules, Step 2 applies the rules, and Step 3 creates exceptions or manual allocations.

My School > System > Sport > Rules and Learner Allocations

Step 1: Choose an allocation method

Select one of the following allocation methods:

Surname Allocation

  1. Select the year and house sport team.

  2. Select the surname letters to allocate and click the arrow button to assign them. You can subdivide a letter by ticking the checkbox next to it.

  3. Click Save.

Register Class Allocation

  1. Select the year and house sport team.

  2. Select register classes on the left and click the arrow button to allocate them.

  3. Click Save.

Round Robin Allocation

  1. Select the year and note the current allocation method.

  2. Tick the checkbox if you want to change the method, then select the new method.

  3. Click Save.

Manual Allocation

This takes you directly to Step 3 where you can manually assign learners to teams.

Demographic Allocation

  1. Select the year.

  2. Tick the checkboxes to take age, gender, or ethnic groups into account.

  3. Click Save.

Step 2: Apply the rules

  1. Select the year and choose the allocation method you set up in Step 1.

  2. The system will apply the rules and allocate learners accordingly.

Step 3: Create exceptions

  1. Select the year, house sport team, and grade.

  2. Allocate or remove learners using the arrow buttons.

  3. Click Save.

Frequently asked questions

Which allocation method should I use?

This depends on your school's preference. Surname allocation works well for smaller schools, while demographic allocation helps ensure an even spread across teams based on age, gender, and ethnicity.

Can I override the automatic allocation?

Yes. Use Step 3 to create exceptions and manually move learners between teams after the rules have been applied.

Last updated: March 2026 | Version 1.0

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