Location Notes

Modified on Tue, Aug 13 at 7:00 PM

Use location notes to provide additional location information to assist users when viewing the Ticket Details page. Location notes appear as a folder icon ( ) on the Ticket Details page in the upper right corner above the ticket text.

Processing Order

The system matches the note to the ticket based on registration code, then location data in this processing order:

Processing Order	Field	Description
1	Registration code	Registrations are codes assigned to your company from the One Call Center. They identify companies, areas, and assets. See Registration Code Summary
2	County	A smaller geographic unit within a US state
3	City/Place	Usually, the city
4	Subdiv	Subdivision: Usually, the neighborhood within the city
5	Prefix/Street/Type/Suffix	Street: The name of the street or road

The system matches notes with all tickets received after the note was created (notes are not matched with tickets in the system prior to the creation of the note).

Edit Note

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

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

Click Save

Import Notes

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
All data in columns must be in double quotation marks. For example, the State column must contain "Ohio" not Ohio. The City column must contain "Johnson City" not Johnson City
Registration codes must be in the system and match the appropriate one call center. To request registration codes, see Registration Code Summary > 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

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

On the Import Location Notes page, fill in the settings

Click OK

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