Youreka Maps

Introducing Youreka Maps, designed to dynamically adjust to real-time conditions and optimize routes efficiently. A technician can still see the various Mobile Cards or Forms assigned to them in a list view but now they have the added capability to view them on top of a Map. Technicians can view their assigned tasks as pins on a map, directly seeing the proximity and relation of each task to their current location. No more jumping from another mapping application back to Youreka, opening each mobile card up one at a time to see its location or navigating to various sites without knowing the best route to complete their jobs for the day. Additionally, depending on the organization's setup, technicians might see nearby appointments not assigned to them, offering the chance to assist colleagues and improve overall team efficiency.

Imagine this: You are a field technician, traveling in your service vehicle, day-to-day, going from site to site, to complete various tasks and maintenance. Currently, the only way to determine which site to go to next is to follow the work that was assigned to you and drive from one site to the other or plan your day out which may involve looking up the address of each site and mapping out the order in which you complete them.

The downside of this current experience is 

• Increased Truck rolling. A technician may spend most of their day driving from site to site
• Dependency on other tools outside of Youreka
• Insufficient use of time 

Unlocking a World of Possibilities

Youreka's Maps Feature brings a new dimension to user experience by overlaying mobile cards or forms onto maps. This integration not only enhances the visual appeal but also significantly improves the functionality and practicality of mobile data management.

Key Features

Visual Insights

With the Maps Feature, users can now visualize their mobile cards or forms in a geographical context. This visual representation allows for a quick understanding of the spatial distribution of data, facilitating better decision-making and analysis.

User-Friendly Interface

Youreka prioritizes user experience, and the Maps Feature is no exception. The intuitive interface allows even non-technical users to effortlessly navigate through their mobile cards or forms on the map, making it accessible for a diverse range of users.

Use Cases

Field Service Management

For organizations with field service teams, the Maps Feature is a game-changer. Field agents can visualize their assigned tasks on a map, optimizing routes, and improving overall efficiency.

Asset Tracking

Businesses dealing with distributed assets can leverage the Maps Feature for accurate tracking (by using the existing distance tracking feature along with Maps). Whether it's monitoring equipment, inventory, or personnel, the map overlay provides real-time insights. 

Benefits

• Decreased Truck Rolling
• Flexibility and less dependency on other tools
• Optimization of time
• Technician autonomy.. The mobile user will now have the ability to make informed decisions while onsite regarding what their work day looks like.

How to Setup

Before starting, make sure the Maps license has been added to your user profile. Please reach out to the Youreka team to gain access to this additional paid feature for further assistance.

Admins should follow the steps below to ensure that Youreka Maps is properly set up and configured in your organization's environment:

1. Navigate to Mobile Admin.
2. Select the Profile you wish to assign Map settings to 
3. Ensure that distance tracking is turned on - this will enhance the Youreka Maps Experience 
4. Now you can enable Maps. Please note that Maps can be enabled for Mobile Cards and Forms. 
5. Custom Pin Coloring assignment is available but is an optional experience. By default, pins will appear green on the map. 
   1. Choose a field to colorize map pins 
   2. Assign custom pin colors to values in the table that appears
      
6. Save all of the changes in Mobile Admin
7. In order to properly view your Mobile Cards or Forms on a Map, ensure that geolocation data is associated to them. 
8. In the Youreka Mobile App, navigate to the Data Management tab and Prep for Offline to ensure the device has all the necessary map data. 
9. In Youreka Maps, the following key functionality will be present: 
   1. Mobile Cards OR Forms shown as pins
   2. Legend
   3. Toggling Layers on/off 
   4. Ability to zoom in/out by pinching

Optional Steps to Setup Map Layers

It's possible that some configuration fields will need to be added to various page layouts.

1. Navigate to Salesforce Setup 
2. On the left hand side, select Custom Code and then select Custom Metadata Types
3. Find the Mobile Settings label and select that label 
4. Scroll down to the Page Layout section and click edit
5. Now, on the Custom Metadata Types page, find Maps Service Layer and select that label 
6. Scroll down to the Page Layout section and click edit
7. Drag the following fields onto the page
   1. Mobile App Label
   2. API Key 
   3. Mobile Setting 
   4. Service URL 

Now, you can add layer data. 

1. Go back to the Custom Metadata Types page
2. Find the Mobile Settings label and select Manage Records
3. Keep Youreka open and open arcGIS is a separate tab 
4. Collect the API Keys for the layers you wish to extract AND the Layer service URL 
5. Navigate to Salesforce Setup
6. On the left hand side, select Custom Code and then select Custom Metadata Types
7. Find the Maps Service Layer and select Manage Records
8. Click New to add a Layer
9. Mobile App Label will be the label presented to Mobile App Users 
10. API Key is where the API Key from arcGIS can be pasted
11. Mobile Setting is where you define what profile will consume the layer data
12. Service URL field is where the Layer Service URL from arcGIS can be pasted 
13. Complete all the fields and save the information 
14. In the Youreka Mobile App, navigate to the Data Management tab and Prep for Offline to ensure the device has all the necessary map layers. 

Known Issues

• When returning to a Mobile Admin where Maps was previously enabled, in some cases it becomes disabled
• If a user navigates to a form from Youreka Maps, once they complete a form, they are not taken back to the Map and are instead navigated to the Forms List page
• Custom Pin Coloring defined in Mobile Admin is not being respected in Youreka Mobile 

Considerations

• Please ensure that users prime their devices by syncing and prepping for offline at the start of their work day to ensure that all the necessary map data exists on their device. 
• Organizations will have to ensure that the Maps license has been added to the respective user profiles. Please reach out to the Youreka team to gain access to this additional paid feature for further assistance.
  
• When assigning users the Maps License, please ensure those users restart their devices and allow the Mobile App to sync. 
• Youreka Maps follow a specific Coordinate System, Geographic Coordinate System (GCS). Please ensure that your Form Properties follow that Coordinate criteria to ensure they appear in Youreka Maps.