Location Notes

1. On the top menu bar, click System Management ( ) > Administration > Ticket Management > Location Notes
2. On the Location Notes page, click Add a Note
3. On the Add a Location Note page, fill in the fields. See Edit Location Note, step 2, below

1. On the Location Note page, in the checkbox column, click Edit ( )

2. On the Modify Location Note page, fill in the fields:

   Registration Code

   In the dropdown list, choose a registration code that a ticket must contain to have the location note added to the ticket.

   Registration code option	Description
   Single registration code	The location note is used for the registration code you choose
   Use this location note for all CDCs	The location note is used for all registration codes

    

   Location Details

   Use these fields to describe the location the note applies to. After the system matches the registration code of the location note to the registration code of the ticket, these fields are used to match the note to the ticket location. Empty fields are not used.

   Field	Description
   Address From/To	The number of the street address. Fill in both boxes to indicate a range of addresses
   Place/Subdiv	Place: Usually, the city Subdivision: Usually, the neighborhood within the city
   Prefix/Street/Type/Suffix	Prefix: Usually indicates a direction, such as North, Southeast, etc. Street: The name of the street or road Type: The kind of street or road. For example: Road, Boulevard, Highway, Lane, etc. Suffix: Usually indicates a direction, such as North, Southeast, etc.
   State/County	County: A smaller geographic unit within a US state State: The US state (required)

    

   Note Details

   The text in the Comments box appears on the Ticket Details page for tickets matching the Registration Code and Location specified above

    

3. Click Save

Location notes can be imported in a comma separated value file (CSV). To create a CSV file, use Microsoft Excel or a text file.

Rules for CSV file

• The CSV file must have the columns in the table below in the order given (top to bottom order in the table is the left to right order in the file)
• Columns can be left blank if not needed. The State column is required
• Registration codes must be in the system and match the appropriate one call center. To request registration codes, see Request (Add) Registration Code
• If the Registration column is empty, the system applies the note to all registration codes. After importing, you can manually change a note's registration code

Column (order from left to right, starting with State)	Description
State (Required)	The US state
County	A smaller geographic unit within a US state
Place	Usually, the city
Subdivision	Usually, the neighborhood within the city
Address From	The number of the street address. Fill in the Address To box to indicate a range of addresses
Address To	The second number of the street address. Use with the Address From box to indicate a range of addresses
Direction Prefix	Usually indicates a direction, such as North, Southeast, etc.
Street Name	The name of the street or road
Type	The kind of street or road. For example: Road, Boulevard, Highway, Lane, etc.
Direction Suffix	Usually indicates a direction, such as North, Southeast, etc.
Notes	The text of the note (300 character maximum)
Registration	Registrations are codes assigned to your company from the One Call Center. Registration codes are used to identify companies, areas, or assets. If Registration is empty, the system applies the note to all registration codes
One Call	The One Call Center sending the tickets

 

Import CSV File

1. On the top menu bar, click System Management ( ) > Administration > Ticket Management > Location Notes
2. On the Location Notes page, click Import Notes

3. On the Import Location Notes page, fill in the settings

   Delete existing data?

   • Keep existing data: Imported location notes are added and existing notes are retained. The system does not match or replace existing location notes
   • Remove existing data: All location notes are deleted before importing new location notes

    

   File to import

   Browse to locate the file to import

    

   One Call / Registration Code

   Use this table to understand the result of the various choices available when importing a file.

   One Call / Registration Code	Keep existing data: Imported location notes are added and existing notes are retained	Remove existing data: All location notes are deleted before importing new location notes
   Use these location notes for ALL registration codes	Existing location notes unchanged Imported location notes are set to all registration codes (regardless of registration codes in the imported CSV file)	Existing location notes deleted Imported location notes are set to all registration codes (regardless of registration codes in the imported CSV file) After importing, the only notes in the system are those imported
   Use these location notes for the registration codes in the import file	Existing location notes unchanged Imported location notes have the registration codes they have in the imported CSV file	Existing location notes deleted Imported location notes have their registration codes in the imported CSV file After importing, the only notes in the system are those imported
   [List of registration codes] Choose the registration code you want these notes to apply to	Existing location notes unchanged Imported location notes all have the registration code chosen manually when importing (overrides any registration codes in the imported CSV file)	Existing location notes deleted Imported location notes all have the registration code chosen manually when importing (overrides any registration codes in the imported CSV file) After importing, the only notes in the system are those imported

    

    

4. Click OK

 

1. On the top menu bar, click System Management ( ) > Administration > Ticket Management > Location Notes
2. On the Location Notes page, click Export Notes
3. On the Export Location Notes window, click OK
4. On the Export / Save as window, choose the location to save the exported file. Click OK