Geographies Overview

A Geography within SeeClickFix 311 CRM is the area that your organization services.

Geography Features

• Request Categories and Agencies: Geographies are applied to Agencies and define the service areas for individual Agencies and their associated Request Categories.

• Notices: Notices are sent to users who have Points of Interest (POIs) within a Geography. When a Notice is sent, an existing Geography is selected to send to those users interested in that area.

• Reporting: Reports can be generated and examined based on Geography.

• Enable/Disable: Geographies can be disabled if they are old or unused so that they are no longer selectable in reports, on maps, or on request lists.

Instructions

1. Sign in to your site

2. Navigate to the Profile menu and select Manage Organization

3. Select Geographies in the left-hand navigation

4. Add a Geography in one of two ways:

   • Import a Place: SeeClickFix 311 CRM has many pre-existing geographies that have already been created and are used to define Places within the SeeClickFix 311 CRM system. This option is seldom used for existing clients because, during the implementation process, SeeClickFix 311 CRM will have worked with your Geographical Information System (GIS) team to create and add geographies to create your organization's Place. Before using this option, please consult with your organization's GIS staff member.

   • Upload a Shapefile: Shapefiles must be uploaded in a zip folder (one shapefile per zip folder). Each geography in the shapefile will create a separate record in SeeClickFix 311 CRM. This is the preferred way for clients to manage Geographies.

5. Click the gear icon to edit an existing geography.

   • Edit: Select to edit the Title of the geography.

   • View on Map: Click to open a map of the geography.

   • Update Agency: Select to have an Agency assume the boundaries of the new geography.

   • Delete: Click to remove the geography.