Reference Points

Benefits

Benefits and limitations

• Reference points help users search for common locations more quickly and efficiently.

• You may load up to 5,000 reference points

• Maximum file size is 10mb

Useful links and information

• Webs to find Longitude and Latitude

  • https://www.gpsvisualizer.com/geocoder/

  • https://stevemorse.org/jcal/latlon.php

    • Note: The above links can be found on the first tab of the Reference Points template

• Helpful hint: 

  • Keep a master file for each client saved as a .xls format

    • .csv removes formatting when you re-open.

Task

Process / Helpful Hint

Download Template

• Click on Services tab

• Click on Private Rates

• Click on Sample Reference Point Template

• File contains three tabs to guide you

  • Tab 1 - Template instructions

  • Tab 2 - Data field instructions

  • Tab 3 - Upload file

Create Reference Point Upload

• Headers are case sensitive

• Fields required except for Column C - Street 2 (optional)

• Best Practice: Enter city, state two letter code within the Display Name column

• Have client fill in all but the Latitude and Longitude

  • You can find the Latitude and Longitude by using the two sites provided above, under Useful links and information

• File Type: .csv(comma delimited)

• File Name: reference_points

• Example:

Upload file

• Click on Services tab

• Click on Private Rates

• Click on Add A New Reference Point Set

• Set Name: Give name to set

  • Recommendation: Ref Points and the date

• Click on Choose File and location file to be uploaded

• Click on Upload File and Save

• File will process and display a success or error response

  • Deem validates reference points to ensure that the data is complete and usable by the system before accepting them

  • Reference points are stored with longitude and latitude coordinates in addition to address

• Example:

Update Service Rules

• Note: Reference will not be viewable online until added to service rules

• Click on Rules tab

• Click on Service Rules

• Click on Edit for each group

• Scroll down to section labeled Reference Points

• Click on drop-down menu to the right of Reference Points Set

• Select most recent file

• If you have car services enabled

  • Scroll down to Enabled Car Services with these options

  • Click on drop-down menu to the right of Reference Points sets

  • Select most recent file

• Click on Save

• Click on Save Priority Changes

• Click on changes in the upper right hand corner

• Click on Commit

• YAY!! Upload complete

Test

• Test to make sure reference points display properly

Customer Experience