Current and historical information about a client's geographic location can be managed from the Location tab in the client record. Location records can be added manually or created using geolocation data based on the Iocation of the device you're entering data from. Manual location records contain additional fields not included in records created using geolocation. Both types of records display on an interactive map under the Location tab.
Creating and Editing Client Locations
To manage client location information, click the Location tab in the client record (figure 1).
If you would like to record the client location based on geolocation data, click the location icon (figure 2).
Note: when using this feature for the first time, you will be prompted to allow location access from your browser.
A record is created for the location and saved in the Field Interactions section (figure 3).
To add a location and other associated information manually, click Add Address (figure 4).
Record the information associated with the location in the Client Location section (figure 5).
The drop-down menu options for Address Type are populated from the Address Type field, which is managed in Field Editor.
Toggling on Private for the location makes the location visible only to Staff Members located at the Agency where the record was created, regardless of Sharing settings.
Client Location Map
Location records display on an interactive map either as orange (geolocated locations) or red (manually entered locations) pins (figure 6). The location of the Agency for which the location is being saved displays on the map as a blue pin. You can zoom in and out on the map as well as view the map in a variety of modalities, like "Topographic," "Navigation," and "Imagery."
Location records can be edited or deleted by hovering over the location and clicking either the edit or trashcan icon (figure 7). Geolocated locations can only be deleted.