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The Geocoding process is paginated as some users may have hundreds 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 boxcheckbox, 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.
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The Mapping API that is set up in Schedule Settings is used to obtain the coordinates. If you do not have a Bing or Google API key, you will be limited to 2500 records per day. If you choose to display all technician starting locations (by marking All Addresses) and you elect to fetch coordinates for a starting location where the geocode already exists, that location will be reprocessed and the latitude/longitude values will be rewritten in the location table even if the coordinates did not change. |
To obtain technician starting locations:
In Schedule, select the Hamburger menu
iconthe 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 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 (Google Maps or Bing Maps).
- Technician Name
- Mark the check boxcheckbox(es) to the left of the technicians that you want to fetch the coordinates for. You can mark/unmark all check boxes checkboxes on the current page by marking the check box checkbox 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.
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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 In order 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 locationslocation. The technician starting locations are set up on the Resource Options tab in Administration Setup. See Setting up resource optionsUp Resource Options for more information. To obtain technician starting locations:
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