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:
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.
This process only updates those records where the values are zero, existing latitude and longitude information will not be overwritten.
Resetting Resource Locations
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: In Schedule, select the Hamburger menu icon.