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In Schedule, select the Hamburger menu
icon.- Select Geocoding.
- From the Entity drop-down, select Technicians.
- 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.
- Select Fetch Address to display the Technician Locations.
- 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 the coordinates after you've selected Fetch Coordinates or if you've selected to display All Addresses?, the coordinates will displays for locations that already have been fetched. - 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 (Google Maps or Bing Maps).
- Technician Name
- Mark the check box(es) to the left of the technicians that you want to fetch the coordinates for. You can mark/unmark all check boxes on the current page by marking the check box in the header section to the right of Technician Name.
- Select Fetch Coordinates.
To save the latitude and longitude coordinates to the technician starting location record(s), select Update Coordinates.
Note This process only updates those records where the values are zero, existing latitude and longitude information will not be overwritten.
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At the end of the work day, the technician's location is at the last appointment for the day. You can reset all technicians to their starting home locations. 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:
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