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Areas - how do I set up Areas in my Citizen Space instance?

Rowena Farr -

Areas must be set up and then assigned to consultations so that a respondent can find consultations by geographical location. A respondent may for example, choose to search by their postcode which will bring up any consultations assigned to that particular postcode.

Please note that Areas are not present on all Citizen Space instances.

How to set up Areas in Citizen Space

1) Create your .CSV file. Please note that the .CSV file must be in the 'Windows Comma Separated Value CSV' file format.

We've attached a CSV template for you to use for this. You'll need to enter one postcode and one area per line, but you can use the same postcode on multiple lines and the same area on multiple lines if needed. There is an example file attached to this article for your reference. Note that the example site-areas CSV file attached includes UK postcodes, instances in other territories may require changes to be made.

2) Once logged in as a Citizen Space Site Administrator, head to the 'Areas' tab on the top navigation bar of Citizen Space:

On the next page:

The Manage Areas page allows areas to be exported or added

3) Click on the Choose file button and find where your CSV file is on your computer.

4) Click the correct button for whether you want to Add to existing areas or Replace all existing areas.

Keep in mind that if you replace all existing areas after you've gone live with consultations on your hub, this will remove the original areas from previous consultations. For example, if you delete an area that had been assigned to a specific consultation, it will disappear from that consultation as the search functionality particular to that area has been removed. Please see FAQ #2 for more detail.

5) Click Upload.

6) You will see a message like this, which is correct

A message showing the number of added postcodes, and reminding you that the top line of the CSV is skipped

7) You're done!

 

Examples of Areas in use:

Transport for London Citizen Space

London Borough of Hammersmith & Fulhum

 

FAQs

1. Is it possible to map multiple postcodes to ward names in Citizen Space and vice-versa?

It is possible to map multiple postcodes to areas and also to map multiple areas to postcodes.  You'll still need to ensure that only one postcode and one area appear on each line of the spreadsheet.

 

 2. Can I change the areas in Citizen Space at any point? The wards in my area are changing and we need to reflect this change in Citizen Space.

You are able to change areas at any point, and either add to or replace existing areas.

However, please keep in mind that if you replace all existing areas, this will remove the original areas from previous consultations. For example, if you delete an area that had been assigned to a specific consultation, it will disappear from that consultation and the search functionality particular to that area will be removed. You may need to manually add the new ward/area to that particular consultation.

To get around this, you can map multiple postcodes to ward names and vice-versa (see FAQ 1 above).

 

3. I keep getting an error message when I am trying to upload my CSV file. What is going wrong?

Double check that your CSV file format is in the 'Windows Comma Separate Value CSV' file format. If not, 'Save As' the correct file format and try uploading again.

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