This is the stand-alone version of this article.

Overview

The geopoints system in ShareDo is a comprehensive model for managing location data. Unlike simple address fields, Geopoints represent points or areas in space, ranging from standard postal addresses and DX information to specific coordinates, lines, and polygons.

Currently attached to work types, this feature allows you to capture versatile geographic data—such as incident locations, property boundaries, or vehicle locations—within a single cohesive model. Future updates aim to roll this functionality out across other entities like ODS, people, and organisations.

Configuring Geopoints

Setting up geopoints involves a three-stage process: defining the global feature, associating it with a work type, and configuring the user interface aspects.

Define the Geopoint Type

First, you must define the specific type of location you wish to capture (e.g., a "Property Boundary" or "Incident Location") in the Global Features menu.

1. Navigate to Modeller and select Global Features.
2. Locate and open the Geo points feature.
3. Create a new type and give it a descriptive name (e.g., "Incident Location").
4. Assign an Icon and Colour to determine how this type appears in lists.
5. Configure the data capture sections based on your requirements:
   1. Address Capture: Enables standard address fields (street, county, postcode). You can make this mandatory or enable postcode lookups.
   2. DX and Bag/Box Capture: Adds fields for DX numbers or PO Box/Bag references.
   3. Coordinate Capture: Captures a specific point in space. Select Lat Long to enable map plotting. You can customise the map marker style (e.g., "Icon and a label") and colour.
   4. Geometry Capture: Use this for areas or paths rather than single points. Select Polyline for paths (e.g., cables) or Polygon for closed areas (e.g., property boundaries).

Enable Geopoints on a Work Type

Once the type is defined, you must enable it for the specific work types (e.g., a Matter) where it will be used. You can either do so in the Geo points Global Feature using the Subfeature work type selection, or in the work type accessed through the Work Type Modeller. The following steps are an example of configuring a work type, you would configure yours as needed.

1. Open the Work Type Modeller and select the relevant work type (e.g., Matter Private Client General).
2. Go to the Features tab and search for “geo”.
3. Enable the specific geo point types you created earlier.
4. Set the Cardinality:
   1. Leave Multiple unchecked to restrict the user to a single instance (e.g., one incident location).
   2. Check Multiple to allow many instances (e.g., multiple points of interest).

Configure the Capture Aspect

To allow users to input this data, you must add the geopoints aspect to the work type's aspect model.

1. Navigate to Aspects within the Work Type Modeller General Settings menu.
2. Add the Geopoint Address Capture aspect (or standard Geo-points aspect) to the capture form.
3. Configure the aspect properties:
   1. Title: Name the section (e.g., "GIS Information").
   2. Display Mode: Choose Single Editor for inline capture or List to show a collection of points.
   3. Types to Edit: Select which geopoint types (e.g., Incident Location, Property Boundary) will appear in this section.
   4. Show Map: Enable this to display a map interface alongside the data fields.

Using Geopoints

Once configured, users interact with geopoints through the Key Facts blade or specific case tabs.

• Address & Coordinates: If configured, users can enter a postcode to auto-populate address fields. This automatically updates the coordinates on the map.
• Map Interaction: Users can adjust a location manually by clicking Set on map and moving the pin. The latitude and longitude will update to match the new position.
• Drawing Geometry: For types configured with Geometry Capture (like property boundaries), users can click Start Drawing on the map to define the area using a polygon tool.

Visualisation: If a "GIS Map" aspect is configured, multiple different location types (e.g., a vehicle location, a property boundary, and points of interest) can be viewed simultaneously on one cohesive map.

Integration with Other Features

Geopoints are fully integrated with ShareDo's data management tools.

• Data Composer: You can view all geography data associated with a work item in Data Composer under the Locations and Geography section. This includes detailed coordinates, address lines, and geometry X/Y data.
• Import/Export: Geopoint configurations are included in the Solution Modeller. When exporting a package, you can include "Geopoint Types" and their dependencies to move configurations seamlessly between environments.

This is the stand-alone version of this article.

Overview

In ShareDo, you can capture precise location data for your cases, ranging from simple street addresses to complex property boundaries. The Geopoint feature allows you to plot specific points on a digital map, manually adjust their positions, and draw shapes to represent areas such as land boundaries or accident sites.

This guide explains how to manage location pins and draw geometries using the map interface within a case.

Setting and Adjusting Location Pins

For standard locations, such as a client's address or an incident site, ShareDo uses a map pin (marker) to represent the coordinates. You can define this location using an address search or by manually positioning the pin.

1. Enter the address details: In the location section (e.g., "Incident Location"), enter the Postcode or address details.
2. Select from lookup: If postcode lookup is enabled, select the correct address from the list to automatically populate the street, town, and county fields.
3. Verify the map pin: ShareDo automatically plots the pin on the map based on the address you provided.
4. Adjust the position manually: If the automatic plot is slightly inaccurate, or if the location does not have a specific address (e.g., a field or road section):
   1. Click the Set on map button.
   2. Click the specific spot on the map where you want the pin to appear.
   3. The Latitude and Longitude fields will update automatically to reflect the new position.

Drawing Areas and Boundaries

For locations that require you to define an area rather than a single point - such as a property boundary - you can draw shapes directly onto the map.

1. Locate the geometry section: Scroll to the relevant section of your case (e.g., "Property Boundary"). These sections typically display a map without standard address fields.
2. Enable drawing mode: Click the Start Drawing button on the map interface.
3. Switch view (Optional): If you need to see physical landmarks to guide your drawing, switch the map view to Satellite mode.
4. Plot the shape:
   1. Click once on the map to place the first corner (vertex) of the shape.
   2. Move your cursor and click again to place the next corner.
   3. Continue clicking to trace the outline of the area.
5. Complete the shape: Once you have defined the boundary, click Finish drawing to save the polygon.

Viewing Multiple Locations (GIS Map)

Some cases are configured with a "GIS Map" or "All Data" view. This allows you to view different types of locations in relation to one another on a single map.

• Explore the scene: You can view multiple data points simultaneously, such as an "Incident Location," a "Vehicle Location," and "Points of Interest" (e.g., a manhole cover or electrical box).
• Visualise relationships: This view helps you understand the proximity of different elements, such as where a vehicle is located in relation to a property boundary.
• Full-screen mode: Click the Toggle full-screen view button to expand the map for a clearer view when exploring complex scenes.

This is the stand-alone version of this article.

Overview

While the geopoints system is designed to be intuitive, you may occasionally encounter issues with map precision, coordinate formats, or display settings. This guide addresses common problems you might face when capturing or managing location data in ShareDo.

Map and Pin Issues

The map pin is in the wrong location

When using the postcode lookup, the system plots the map pin based on the official address data. Occasionally, this may result in the pin being placed in the centre of a street or slightly off-target from the specific building.

Solution:

1. Verify that the address details are correct.
2. Click the Set on map button below the map interface.
3. Click the precise location on the map where you want the pin to be placed.
4. The system will automatically update the Latitude and Longitude fields to match your new selection.

I cannot find my pin on the map

If you zoom out too far or scroll away from the initial location while exploring the map, you may lose sight of your marker.

Solution:

1. Locate the map controls within the Geo Point section.
2. Click the Fit button.
3. The map will instantly recenter and zoom to fit the existing pin or geometry.

Data and Configuration Issues

Coordinates are not appearing on the map

ShareDo supports different coordinate types, but not all are compatible with the visual mapping software.

Solution:

1. Check the coordinate type selected in the global feature configuration.
2. Ensure you are using Latitude and Longitude (Lat/Lon).
3. If Easting Northing is selected, note that while the system can store this data, it cannot plot these points on the Google Maps interface used by ShareDo.

Address fields change unexpectedly

You may notice that the required fields in the address section change labels (e.g., from "County" to "State/Province") or mandatory status.

Solution:

1. Check the Country field at the top of the address section.
2. ShareDo drives address rules based on the selected country configuration.
3. For example, selecting "Australia" will change "County" to "State/Province," whereas "United Kingdom" will display standard UK address fields.

I cannot see all locations on one map

If you are capturing multiple location types (e.g., an incident location and a vehicle location) but they appear on separate maps in your form, the configuration likely uses individual "Single Editor" aspects.

Solution:

1. Contact your system administrator or a user with Modeller permissions.
2. Request that they configure a Geopoints aspect.
3. Ensure the aspect is set to List mode and includes all relevant location types (e.g., Incident Location, Vehicle Location, Points of Interest).

Once updated, the key facts blade will display a single cohesive map showing all related points and boundaries.

This is the stand-alone version of this article.

Overview

When configuring the Geopoint Address Capture aspect in the Work Type Modeller, you must choose a Display Mode. This setting determines how the location capture fields are presented to the end-user within the Key Facts blade.

There are two primary modes: Single Editor and List. Choosing the correct mode depends on whether you are capturing a specific, mandatory location (like a home address) or a collection of points (like multiple points of interest).

Single Editor Mode

This mode is best used for capturing a single, specific location that is integral to the case, such as the primary "Incident Location" or "Client Address".

• Inline Editing: The capture fields (address, coordinates, etc.) are displayed directly within the main form (inline).
• Direct Access: Users do not need to click a separate "Add" button; the fields are immediately visible and ready for input.
• Mandatory Fields: This mode is ideal for required locations. If you make the aspect mandatory, the form will automatically display the fields, ensuring the user cannot save the case without completing them.
• User Experience: It appears as a section within the blade that can expand or collapse, labelled with the title you define (e.g., "Kitchen Sink").

List Mode

This mode is designed for managing collections of locations or optional location data. It is essential when the Cardinality of the geopoint feature is set to “Multiple”.

• Summary View: Instead of showing all data fields immediately, this mode displays a list of existing location records.
• Bladed Editing: To add or edit a location, the user clicks an item or an "Add" button. This opens a secondary blade (slide-out panel) containing the editor, keeping the main form concise.
• Management Controls: Users can easily add new points or remove existing ones from the list.
• Map Integration: You can configure this mode to display a map alongside the list. For example, a "GIS Information" section can list multiple items (vehicle location, property boundary) while simultaneously displaying them all on a single interactive map.

Configuration Summary

To switch between these modes:

1. Navigate to the Aspects tab in the Work Type Modeller.
2. Select the Geopoint Address Capture aspect and open its properties.
3. Locate the Display Mode setting:
   1. Select Single Editor to inline the capture fields.
   2. Select List to show a summary list and enable bladed editing.
4. If using List mode, check the Show Map option if you wish to visualise all points in the list on a single map interface.

This is the stand-alone version of this article.

Overview

When moving your geopoints configuration from a development environment to a production environment, you must use the Solution Modeller to create a deployment package. This ensures that both the geopoint definitions (like "Incident Location") and their associations with work types are transferred correctly.

Deployment Checklist

1. Access the Solution Modeller
   1. Navigate to the Modeller and open the Solution Modeller.
   2. Select Export Configuration to begin building your package.
2. Add Geo Point Types
   1. Locate the section titled Geopoint Types within the configuration list.
   2. Select and add the specific types you created (e.g., "Incident Location", "Property Boundary") into your package.
   3. This action exports the core configuration of the location type itself, including its icon, colour, and data capture rules.
3. Add Work Type Dependencies
   1. Navigate to the Work Type Definition section and select the work type that uses the GeoPoints (e.g., "Matter Private Client General").
   2. Check the Mandatory Dependencies list for that work type.
   3. Ensure that the GeoPoint types listed as dependencies are selected and added to the package. This ensures the link between the work type and the geography definition is maintained.
4. Verify the Package Content
   1. Review your package items to confirm that you have included:
      1. The Geopoint Types (the definition of the location).
      2. The Work Type (where the location is used).
      3. The Dependencies linking the two.
   2. Once verified, proceed to export the package for deployment to your target environment.