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.