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).
Previously recorded location information will display in the location results (figure 2). These results include the name of the staff member who last updated the location record (Last Updated Staff), the Type of location (Field Interaction or Address along with Address Type) and the date (either the Location Date for manually added locations or the date the location was recorded for locations recorded using device location).
These locations can be filtered by the location type (“Field Interaction” or “Address”) as well as the Status (“Active,” “Inactive,” or “All”).
Clicking on a location pin will zoom into that location on the map (figure 3).
If you would like to record the client location based on geolocation data, click the location icon (figure 4).
A record is created for the location, which displays in the locations results (figure 5).
To add a location and other associated information manually, click Add Address (figure 6).
Record the information associated with the location in the Client Location section (figure 7).
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.
Once you’ve finished entering the location information, click Save Changes. The address will display in the location results.
Client Location Map
Location records display on an interactive map either as orange (geolocated locations) or red (manually entered locations) pins (figure 8). 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. Geolocated locations can only be deleted.