Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Setting up geocoding for a technician 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 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.

The Geocoding process is paginated as some users may have thousands of technicians. The lower left corner provides the option to display 20, 50, or 100 results on the page. The lower right corner displays "Page 1 of x (x items)" at the lower right corner along with the page numbers. The selected page number is highlighted. Geocoding only processes the current page. For example, if you have 500 technicians and you've set the system to display 100 results, you will have five pages of technicians. If you select the Mark All check box, you are only selecting the 100 technicians on the currently displayed page. You will need to process each page separately to complete the geocoding process on all technician starting locations.

To obtain technician starting locations:

...