Pin Creation, Edits & Usage: A Tutorial

Pin Creation, Edits & Usage: A Tutorial

Pins are very helpful and have many different use cases. Whether you want to use them for driver/dispatch communication, static location marking or as a way to notify the public about road hazards, this guide will walk you through the Pin Creation & Editing process from start to finish.

1. The Pins Map

  • Go to the Manage Tab from the top-left dropdown.
  •  Select the Pins option.

2. Creating Pins & the Pin Menu

You will be met with a map screen showing only your Pins and the Pin Menu on the left side.

  1. Pin Creation

    1. To place & create a Pin, simply click on the map in the exact location you would like the Pin placed. Once a Pin is Placed, you can drag and drop it around the Map.
      1. If using the software on a phone or tablet, clicking "Use My Location" near the Pin Menu will place a Pin at your current location (good for drivers, inspectors, etc.)
    2. Upon doing this, a new Details Menu will appear with options to fully customize your Pin:
  1. Start by choosing a Title. This is what will be prominently displayed below the Pin on the Map.
  2. Next, be sure to select the Portal you want the Pin to appear in (if using a Snow portal, select Snow).
  3. The Address will auto-fill with the closest location to your current Pin placement.
  4. The Pin & Title Color will respectively change how the Pin appears on the Map.
  5. Select an Event Type. If it isn't one of the preset events, select 'User Defined.' 
  6. Be sure to include any additional information in the Details box.
  7. Lastly, the Start/End Date allows you to schedule a Pin to appear & disappear within a certain timeframe.
    1. Note: If you do not set an End Date, Pins will exist indefinitely until deleted.
  1. Once you're finished editing your Pin, click Update Pin to save.
  2. If you want to make changes to a previously placed Pin, simply click on the Pin while in the Pins Map to reopen the Details menu.
    1. Clicking on a Pin while in the regular Map page will display all of its information.

  1. Pins Menu

    1. You will find the Pins Menu in the upper left of the Pins Map page. This menu prominently displays all of your created Pins with some pertinent at-a-glance info:
      1. The corresponding Pin Color & Title, for quick locating.
      2. The Event Type selection for each Pin.
      3. Most importantly, this menu contains the Trash Can that allows you to delete your Pins.
        1. Note: As stated above, if your Pin is not given an End Date, it will remain indefinitely. Use this Trash Can to delete any Pins you no longer need.

3. Public Portal Visibility & Pin Access

As mentioned before, Pins have many different use cases. While they can be used as a form of indication/communication between dispatch & crews, they can also be used to alert the public at the click of a button.
  1. Activating Pins for the Public Portal

    1. Start by navigating to the "Public Web Pages" menu, found under the "Manage" tab.
    2. When opening the page, you'll see a list of your Public Portals. If you only have on Portal, you will only see one listed.
      1. Locate the "Show Pins" checkbox column on the right-side of the menu. 
      2. Checking this box for the corresponding Portal will allow anyone accessing the Public Portal to see any Pins created within that Portal.
        1. Note: This is an "On/Off" function, meaning the public will either see all of your Pins or none of them. 

  1. Who Can Create & Edit Pins?

    1. Pins can be created, edited and deleted by both Admins and Users alike.
      1. For example, if you have your snowplow drivers assigned as Users, they can use the "Use My Location" function to easily place a Pin if they come across a hazard while driving.
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