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Find and Replace a Previously Used Location

Taylor F
Updated

In this article

When you are aware of an upcoming address change for a rider, you can use find and replace to schedule the change to take effect on a certain date for a seamless transition to the new Location.

Understanding find and replace

Find and replace is a tool that allows you to schedule changes to the locations on a rider's profile and their upcoming rides. You might use it when:

  • A rider is moving to a new residence
  • An after-school program or activity moves to a new location

This feature is powerful because unlike simply editing a location, find and replace does not make any changes to the location itself. The location will remain the same and will be available to other rides and riders after the scheduled change. Instead of altering the location, find and replace makes changes to where the location is used: the rider profile and their rides.

Even more importantly, find and replace can be scheduled to take effect on a specific date. Once you have set the desired date, RideIQ will automatically identify all the applicable rides and update the specified address. You can set the change as soon are you are aware of it, saving you time and ensuring that CareDrivers aren't confused by last-minute address changes.

How to schedule an address change with find and replace

Follow the steps below to schedule an address update using find and replace:

  1. On the Rider's profile, in the Locations section, click Add.



  2. You can use Find and Replace with a new location or an existing location. Enter the new location address and click Add.

  3. If you are creating a new location, add a name, select the location type, and assign a calendar, if desired. When naming the location, keep in mind that the name must be unique, so you may need to add details such as the date to differentiate between residences. Learn more about creating a new location in this article. Click Save to create the new location.

  4. In Instructions for this rider, select any of the following that apply:

    • This is the rider's primary residence/primary destination address: select this option to enable RideIQ to auto-fill the location when scheduling rides. Learn more about this feature in this article. 

    • Rider must be met at drop-off: select this option for riders who must be handed off to an adult when dropped off at this location. When you enable this feature, you'll need to select a Must Be Met procedure and designate an Authorized Individual group to indicate who will meet the rider. Learn more about the Must Be Met option in this article.

  5. In Find and replace, select Find and replace previously used locations.



  6. Select the existing location to be replaced.

  7. In Starting, select whether you would like the location to be replaced Immediately or at a designated future date.


  8. Click Save. RideIQ will automatically update all scheduled rides on or after the scheduled date for the selected rider. 

How to tell that Find and Replace has been scheduled for a location

In the Locations section of a rider's profile, both the new location and the location that has been replaced will be tagged to ensure you don't duplicate a colleague's work and to make it clear when the change will take place. 
 

Learn more