Overview
In this article, we’ll be covering how to configure Coverage Areas for the Workforce module.
For more context on Coverage Areas, reference this article: About Coverage Areas.
Creating a Coverage Area
Coverage Areas for Workforce can be located within the Settings section of the Workforce module. The Workforce settings display Work Types, Shift Templates, and Coverage Areas.
Within the Coverage Areas section, you can easily view all of your coverage areas associated with the Workforce module. You can also create new Workforce coverage areas by pressing the Add Coverage Area button in the top right corner.
Clicking the button will prompt you to a new screen. From here, you’ll start the coverage area creation process. The first step is naming the coverage area. The typical conventions for this line up with what the coverage area is covering, or the product it’s related to (e.g., Florida or Home Security). Click Next once you’ve input the name.
Uploading a Coverage Area
The next step will be choosing how you would like to upload your coverage area. There are two options here:
- Import File: Import a coverage area with a GeoJSON file.
- Map: Manually draw a geofence on a map to determine the coverage area.
Depending on the option you choose, you’ll be prompted to a new section—one to upload your file and one to manually select the areas.
After the areas have been uploaded or selected, the last step is to Review and Confirm the Coverage Area. If you’re satisfied with the content, go ahead and click Create!
Using a Coverage Area
Coverage Areas get assigned when creating a Technician. These coverage areas don’t stop a technician from being assigned to a Work Order outside of their coverage area, but they help with scheduling them properly (e.g., not assigning a Technician with a Coverage of Florida to a Work Order in Texas).
Deleting a Coverage Area
At this time, it is not possible to delete a coverage area. While the coverage areas assigned to a Technician don’t prevent assignments, they do get automatically assigned to Work Orders in the backend, allowing the ability to filter by Coverage Areas for Work Orders.
Since coverage areas cannot be deleted, it is important to ensure the coverage area is configured correctly.
In the event that you do require a coverage area to be removed, users can reach out to the gaiia team at support@gaiia.com to have it removed.