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Interactive Map

All listed records will be plotted by geographical location on the interactive map. Please remember that only records with a defined Location attribute will be included within the Jobs Map view. 

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If multiple records share the same coordinates, or they are in close physical proximity based on map zoom levels, those records will be grouped and marked with an encircled number. The number indicates the count of grouped records. The grouping of annotations improves map legibility. Zooming in or out of the interactive map will impact the grouping of records. The larger the map region shown, the less exact the record markers will be.

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 Map Navigation

A User can navigate the interactive map using standard touchscreen controls.

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Note: When distance and ETA are provided for grouped records, coordinates for the first listed record are used for calculations. 

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Records List

All mapped records will also be listed down the right-hand side of the screen. This records list provides the record ID and a brief summary, including the Location, due date, and status. There are two ways to access more information about a record when selecting it from the records list:

  • Tapping a record ID/summary within the records list will open the corresponding record details view.
  • Tapping the magnifying glass next to a record summary will zoom to that record marker on the interactive map.

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Note: Filtering options applied via the view commands will be maintained in memory until changed by User or User logout. With User logout, default settings will be restored upon next successful login.

View Command

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Details

User Filter

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By default, the Jobs Map displays records assigned to the active User. Clicking the User's name, at the top of the view, allows the User to select a different User or multiple Users. The Jobs Map will expand to display the records assigned to all selected Users. 

Note: The drop-down options also allow for filtering Unassigned records.

Filter

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While the Jobs Map view displays Case records by default, the Filter command can be used to change the records displayed on the Jobs Map. Users have the option to map:

  • Locations
  • Cases
  • Work Tickets

Based on the record type selected, additional filtering options will be offered in the drop-down menu:

  • Locations - Option to filter by Location Type
  • Cases - Options to filter by Maintenance Type (i.e., recent or pending) and/or Case Category
  • Work Tickets - Options to filter by Maintenance Type (i.e., recent or pending) and/or Work Ticket Category
Sort

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The sort filter allows the User to control the records list order. Listed records can be arranged in ascending or descending order.

  • Locations can be sorted by Location or Location Type.
  • Cases can be sorted by Location, Due Date, or Status.
  • Work Tickets can be sorted by Location, Due Date, or Status.
Calendar Filter

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The Calendar filter allows Users to limit the mapped records to only those which meet the specified schedule criteria:

  • The first four options (i.e., Today, Tomorrow, In a week, In a month) filter dates up to that selection.
  • Custom allows the User to define a date range by entering a start date and end date.
  • No Due Date identifies records with no completion date. 

For Cases, the Calendar filters by Case due date. For Work Tickets, the Calendar filters by Work Ticket scheduled date.

Note: This filter is only enabled when mapping Case and Work Ticket records; disabled when mapping Locations only.

Hide List

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To maximize the viewing area for the interactive map, the User can select this Hide List view command to hide the records list from view. The interactive map will then occupy the full screen. The records list can be restored by simply tapping this icon again.

Related Topics

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The following pages offer information and guidance on related topics.

Case Views

Managing Cases

Work Ticket Views

Managing Work Tickets