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Administering Addresses

Business administrators can administer addresses and related data for Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1.

You can populate the Latitude and Longitude fields for addresses that are synchronized with Oracle Real-Time Scheduler 2.1. Oracle Real-Time Scheduler 2.1 must have addresses that are associated with geocodes to successfully schedule and optimize appointments. Although you create and maintain address data in the Siebel application, you associate geocodes with addresses by using Oracle Real-Time Scheduler 2.1.

This topic contains the following related information:

• Associating Geocodes with Addresses in Bulk
• Associating Geocodes with Addresses for Service Regions
• Associating Geocodes with New Addresses
• Managing Activity Skills for Skills-Based Assignments

This task is a step in Process of Administering Schedules Using Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1.

Associating Geocodes with Addresses in Bulk

Business administrators use the following procedure to associate geocodes with a large number of address records.

To associate geocodes with a large number of addresses

1. Navigate to the Administration - Data screen, then the Addresses view.
2. Specify criteria to query for the appropriate addresses.

   For example, you can query for addresses in a particular zip code or equivalent postal code.

   NOTE:  All addresses resulting from the query are sent for bulk geocodes.

3. Click Bulk GeoCode.

   A message window appears specifying the number of addresses that are sent for geocodes.

4. Click OK.

   A batch operation is performed to obtain the latitude and longitude data for these addresses. The following message appears: Batch Geocode Request is submitted successfully.

   The value in the Geocoding Fail Description field changes to Geocoding InProgress for selected records in which the Geocode Valid field is set to N.

   Successful responses update the Latitude and Longitude fields for applicable addresses. In these cases, the Geocoding Fail Description field is cleared and the Geocode Valid field is set to Y. When multiple geocodes or no geocodes are returned for an address, the Geocoding Fail Description field is updated with the appropriate error message.

Associating Geocodes with Addresses for Service Regions

Business administrators use the following procedure to associate geocodes with addresses for a service region that they migrate to Oracle Real-Time Scheduler 2.1.

To associate geocodes with addresses for a service region

1. Navigate to the Administration - Scheduling screen, then the Service Regions List view.
2. Select the service region for which you want to associate geocodes.
3. Click the Zip Codes view tab.
4. Click Bulk GeoCode.

   A batch operation is performed to update the Latitude and Longitude fields for all addresses with a zip code or equivalent postal code value that corresponds to a zip code or equivalent postal code value for the service region in the Zip Codes view.

Associating Geocodes with New Addresses

Business administrators use the following procedure to associate geocodes with new address records.

To associate geocodes with a new address

1. Navigate to the Administration - Data screen, then the Addresses view.
2. Create a new address record.
3. When the Latitude and Longitude fields for a new (or existing) address record are not populated with valid data, click Get GeoCode.

   The Get GeoCode button also appears in the following Siebel views that display address data:

   • Service Details view in the Employees view of the Administration - User screen
   • Schedules view in the Activity List view of the Activities screen
4. Select the appropriate latitude and longitude from the GeoCode dialog box.
   • Select Update Geocode to update only the latitude and longitude data.
   • Select Update Geocode and Address to update the latitude and longitude data and the address data.

     NOTE:  Any manual updates to the address record update the Geocode Valid field to N, and show that the address was edited. Associate geocodes with this address record again. Both the Bulk Geocode and Real Time Geocode functions process only records in which Geocode Valid field is set to N.