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Table of Contents

Geocoding Technician Starting Locations

Setting up geocoding for a technician's location adds the latitude and longitude coordinates to their starting address record, which is used by the Routing process in the Schedule Map. Technician Location addresses are set up in Administration Setup on the Resource Options tab. The technician's location is their starting location for the day, which could be at their home or a work location. The geocoding process will determine the latitude and longitude of the technician's address and this information is used to position their vehicle on the Schedule map during the Routing process. See Setting Up Resource Options for more information. Technicians can be assigned to a specific vehicle in Signature. See Setting Up Vehicles for more information.

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  1. In Schedule, select the menu icon.

  2. Select Geocoding.
  3. From the Entity drop-down, select Technicians. 
  4. To display only the technicians that currently do not have coordinates assigned to their starting location, leave All Addresses? set to Off. To display all technicians, including those with coordinates already assigned, toggle All Addresses? to On. 
  5. Select Fetch Address to display the Technician Locations. 
  6. The following columns display:
    • Technician Name
      Displays the technician's long name.
    • Address/City/State/Postal Code
      Displays the address that was entered in the Resource Options setting window. 
    • Latitude/Longitude
      Displays existing latitude and longitude values, if the location has previously been processed for geocoding.
    • Result
      This column displays information after Fetch Coordinates is run. 
      • Success displays for successfully obtaining the coordinates.
      • If there is an issue with obtaining the coordinates, the actual error message displays from the mapping system that you have set up.
  7. Mark the checkbox(es) to the left of the technicians that you want to fetch the coordinates for. You can mark/unmark all checkboxes on the current page by marking the checkbox in the header section to the right of Technician Name.
  8. Select Fetch Coordinates.

  9. To save the latitude and longitude coordinates to the technician starting location record(s), select Update Coordinates. 


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Resetting Resource Starting Locations

Excerpt

To reset the technician’s vehicle location to the same starting point each day for routing purposes, at the beginning of the work day, the dispatcher can reset all technicans to their starting home location. The technician starting locations are set up on the Resource Options tab in Administration Setup. See Setting Up Resource Options for more information.

To obtain technician starting locations:

  1. In Schedule, select the menu icon.

  2. Select Geocoding.
  3. On the far left side of the window, select Reset Resource Locations.
Note

Your administrator may have enabled the automatic reset SQL job in Microsoft SQL Server Management Studio (SSMS). If so, you will not have to manually reset the starting locations. See Automatically Reset Technician Starting Locations.


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