integrated workflows operations - esri south...

Integrated Workflows

for Efficient Field

Operations

Zweli Gwala

&

Alber Verster

Introduction

• Overview

- Purpose of the training

- Assign Named Users to all attendees

- Proposed Solution Workflow

- Create a Project in Workforce for ArcGIS

- Create a Webmap (Collector for ArcGIS)

- Create a Survey123 Project

- Integrate the apps

- Demo

- Conclusion

Purpose of the training

• Learn to create and use the ArcGIS Mobile App suite

• Integrate the apps into one solid workflow

• Optimise field/mobile data collection

• Manage field crews

• Exploit the full potential of the ArcGIS Platform

Access Credentials

• Level 2 Named User accounts

• Usernames: student@uc1 / student@uc2 / student@uc3 / ….

• Password: Password123

ArcGIS Online URL

• https://www.arcgis.com/home/

The ArcGIS Platform

Server Online Content and

Services

Portal

Desktop Web Device

ArcGIS Integratable

Mobile Apps

Integrated Workflow

GIS Specialist Foreman / Dispatchers

Field Services

Navigate

Communicate results

with OfficeData Capture

Business

Systems/Data

Access the ArcGIS Online Home page.

https://www.arcgis.com/home/

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2

Access ArcGIS Apps

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2

Workforce for ArcGIS Home page

1

2

Log into the workforce site

using your Named User

credentials:

Username: student@#

Password: Password123

Creating Workforce Project

Insert

Name: Your Username (eg. student@uc32)

Summary: please type your name and any

additional info

1

Add Assignment Types

Type 2 or more Assignment types into the

field provided.

Eg. Inspections, Maintenance, Site Visits, etc.

2 3

1

Assigning Organisation Users to your project

Search for users from the Organisation User

dropdown and assign a Project Role to them

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3

4

1

Providing User details

Add contact numbers, job titles and notes to every

User

Advanced Settings

Enable Location Tracking and adjust the interval

Of each workers location recording

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2 3

We will come back to the App Integration later

Creating a Webmap

Create a webmap by viewing the Hydrants

Feature Service in a map.

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3

2

Open a Feature Service

The feature service configuration options

Select the Settings tab

Configure the Feature Service to enable editing

Enable all the editing functionality required by ticking

the relevant boxes

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2

It is advised that the feature service not be deleted while work

Is in progress. Therefore ensure that the box is ticked.

Opening a Feature Service in a Webmap

Revisit the Overview page and click on the

Open in Map View button

12

Inspect the feature in the Webmap

Interact with the Hydrants feature service and

Select the preferred basemap.

Once satisfied with the result, Save the WebMap

using your username as its name.

1 2

Configure the Feature Service Pop-up

Select which fields are to be Displayed, which fields should be edited and

change the alias of the relevant fields.

Save the Pop-up and then the webmap.

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2

Access ArcGIS Apps

1

2

Open the Survey123 App

Create a Survey123 form

1

2

Insert

Name: Your Username (eg. student@uc32)

Tags: UC2017, Survey123

Summary: please type your name and any

additional info

Create a Survey123 form

Designing a Survey123 from

1

2

Drag and Drop the desired question type and configure each according to your form’s workflow

Designing a Survey123 from

Word the question and design the layout of the questions according to your needs.

Designing a Survey123 from

Assign dropdown choices to your questions and configure the working and layout.

Build a rule set and add logic to your form

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2 3

Once all the fields have been added, assign a rule to

a question, which will hide or show related questions

as specified by the logic’s rule.

Survey123 form design tools

Set the appearance of the form and provide a message to

be displayed after each form has been submitted.

When the form has been completed, press Save and Publish.

Share your form.

Share your form with those intended on using it.

Alternatively, share your form with the whole Organisation,

where all named users can access it or Everyone (Public),

making your form usable by everyone on the internet.

Each Survey is allocated to a unique URL and QR Barcode,

which makes sharing easy.

Access ArcGIS Apps

1

2

Access Workforce for ArcGIS through the ArcGIS Online page

and Sign In.

Once logged in, search for your project and open it.

3

Integrate Apps

Open the Advanced Tab in Workforce and under

App Integration, add a Collector for ArcGIS

WebMap.

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2

3

Add Collector to Workforce

Select the WebMap saved under your Username.

(Eg. Student@uc#)

Click Next.

Assign the Collector integration to only work with the

Inspection assignment type

Click Done.

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2

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Integrate Apps

1

2

3

Open the Advanced Tab in Workforce and under

App Integration, add a Survey123 for ArcGIS

Form.

Add Survey to Workforce

1

2

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Select the Survey123 form saved under your Username.

(Eg. Student@uc#)

Click Next.

Assign the Survey integration to only work with the

Maintenance assignment type

Click Done.

Solution Workflow

Demo