ArcGIS Survey123 Connect allows you to create custom forms to obtain different types of information while in the field. The forms created by Survey123 Connect are produced by manipulating the values stored in an XLSForm-compliant spreadsheet. • A question is created by adding a row to a spreadsheet. • Questions properties are modified by changing column values for the row of the question. • Question response lists are created and managed in a separate sheet labeled choice. The following graphic illustrates which column controls which property of the question. Creating forms using Survey123 Connect Creating data collection forms in ArcGIS Survey123 5-23
Figure 5.3. Survey123 is controlled through different properties within a spreadsheet. The following sections describe the columns found within an XLSForm. Type The Type column is where you will set which type of question that you will add to the form. The types of questions are listed in a drop-down menu for each field in the Type column. Lesson 5 Creating forms using Survey123 Connect (continued) 5-24
Label The Label column allows you to customize the text shown for each question. Labels can be questions or statements to obtain the desired response in the survey. Required The Required column allows you to control whether the specific form question is required for the survey to be sent. When the property is enabled, a survey will not be accepted until an entry for the required question is provided. Appearance The Appearance column controls the appearance of survey question answers. Answer options can appear as drop-down menus, radio buttons, or as a Likert scale to ensure that the desired answer is obtained. Choices The choices for some questions may be characterized in lists that will appear on the Choices tab. The Type field will reference which set of choices are available within a specific question. Esri Academy: ArcGIS Survey123: Using ArcGIS Survey123 Connect Creating forms using Survey123 Connect (continued) Creating data collection forms in ArcGIS Survey123 5-25
After an initial testing phase of your survey, you have received feedback from security personnel. To fine-tune field operations and improve the data collection experience, you will configure form question calculations using the ArcGIS Survey123 web designer. In this exercise, you will perform the following tasks: • Configure form question calculations. • Collect data in the Survey123 field app. • Review survey results. Exercise 5B Configure calculations for form questions in the web designer 30 minutes 5-26
Step 1: Write a question calculation You will configure a calculation for a question to use the map question to generate an address. Security personnel want to identify the address of an incident. Based on the location selected on the map, an address can be auto-populated in the form. You will use a question calculation to accomplish this The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 5A. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_5A, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. a Return to the web browser tab with the Survey123 web designer open. b If necessary, near the top of the page, click the Design tab. c In the right-hand panel, click the Add tab. d Click and drag the Singleline Text question type under the Incident Location question. e For Label, input Incident Address. f Next to Calculation, click Edit. The Edit Calculation panel opens, with options to create calculations of several types. The available options will be determined by the type of question that you are creating a calculation for, as well as the other question types that you have in your form. g On the Extract Data tab, ensure that Source is set to Question. h Under Extract Property From Question, click the Select A Question drop-down list and choose Incident Location. i Click the Select A Property drop-down list and choose Match Address. j Click OK. Under Calculation, you will now see a summary of the calculation that you configured for the question. Based on the location that you select from the map, the question will auto-populate an address using an address locator. Creating data collection forms in ArcGIS Survey123 5-27
k In the right-hand panel, on the Edit tab, under Other, check the Hide From Survey box. l Near the bottom right, click Save. This question will automatically collect address information for survey locations. By hiding the question, you reduce the time requirements for security personnel who are submitting surveys and help to ensure data integrity. The address data may also not be useful in the field, but it will provide additional data for analysts who review security incidence data when it has been submitted. Step 2: Write a survey calculation Next, you will configure a question to collect information about the person who is collecting data. a In the right-hand panel, click the Add tab. b Click and drag the Singleline Text question type to the bottom of the form. c For Label, input Report Author. d Next to Calculation, click Edit. e Under Source, select the Survey option. Question calculations that use the survey as the source will populate data based on the user or mobile device information. f Under Extract Property From This Survey, from the drop-down list, choose User Full Name. g Click OK. h Under Other, check the Hide From Survey box. i Near the bottom right, click Save. You added a survey calculation for a question, which will generate data based on the user who submits incident reports. This data will make it easier to follow up on the incident and track the reports submitted by each security member. Step 3: Write a layer calculation In this step, you will add a final question and calculation to your form. This question will use existing data from a feature layer to populate data for the question. a In the right-hand panel, click the Add tab. b Click and drag the Singleline Text question type above the Where Did The Incident Occur Lesson 5 5-28
question. c For Label, input Incident Area. d Next to Calculation, click Edit. e Under Source, select the Layer option. You will notice that the options available to configure layer calculations will differ from the question and survey calculations. Whereas the previous calculations used information configured in the form, this calculation will use external data. f To the right of Select Layer Or Table, click Add. g Check the Faire Data option, and then click OK. In this instance, you would like to extract data that is contained with the same data that you are using in the map question. However, in other instances, it might be useful to extract data from other layers that are not present in the map used in your map question. h Under Select Layer Or Table, choose Areas. i Under Set Filter, enable the Extract Data By Location option. This configuration will enable you to extract the Name attribute from the Areas polygons of the Faire Data feature layer, based on the location that you select from the initial map question. j At the bottom of the Edit Calculation panel, click OK. Under Calculation, you will see a summary of the calculation that you configured for the question. k Under Other, check the Read-Only box. Now that you have a question that will automatically input the Area data for the incident's location, you do not need the question that collects the data manually. l In the form, select the Where Did The Incident Occur question. m Near the bottom-right corner of the highlighted question, click the Delete button . n In the bottom right of the screen, click Save. The updated form is finished and ready to be used in the field. You added three questions to the form, each with a calculation to auto-populate data from a different source. Creating data collection forms in ArcGIS Survey123 5-29
Step 4: Publish the survey To begin collecting data using your new form question calculations, you will need to publish the survey again. a At the bottom-right corner of the web designer, click Publish. b If you see a pop-up related to unique identifiers, click OK to close it. c In the Publish Survey pane, click Publish. Publishing may take a few minutes. This process will update the form used by Survey123, as well as the feature layers and view layers that contain the data. Republishing will not result in a loss of records. However, if you delete questions that were previously used to collect data, existing records will lose answers related to those questions. Conversely, if you add new questions, existing records will have no values for those questions. Step 5: Download the survey on your device In this step, you will download the updated survey. a On your mobile device, open the ArcGIS Survey123 app. b If prompted by your mobile device, allow the app to access the camera. c Using trainingservices for the organization's URL, sign in with the credentials provided by your instructor. d If prompted by your mobile device, select the option to allow the app to use your location while using the app. e In the upper-right corner, tap the profile icon. f Tap Download Surveys. g In the Download Surveys pane, download your updated Faire Security Survey. h Tap the back arrow to see all your downloaded surveys in My Survey123. i Tap the Faire Security Survey to access the updated survey. After re-publishing the survey, you download an updated version containing the new questions and calculations. You are now ready to use the new survey to collect field data. Lesson 5 5-30
Step 6: Submit a survey In this step, you will fill out and submit an updated survey based on a mock incident. You will continue playing the part of a member of the security team reporting an infraction. a Tap Collect to create a new survey. 1. If you look at the Incident Area question, what value is currently displayed? __________________________________________________________________________________ __________________________________________________________________________________ 2. Why is this value displayed for the Incident Area question? __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ b For Incident Location, tap the map, and then zoom and pan the map, using the following graphic as a guide. c Tap a location in this general area. Creating data collection forms in ArcGIS Survey123 5-31
d Tap the Submit button to register the location. 3. What did you notice about the value for the Incident Area question when you moved the location for the Incident Location question? __________________________________________________________________________________ __________________________________________________________________________________ e Use the following information to report the incident: • Who Is Involved: D Wagner • Infraction Or Complaint: Infraction • Type Of Infraction(s): Theft f Tap the Submit button to send the survey, and then tap Send Now. You successfully submitted a security incident report based on a mock incident using the updated survey. Step 7: View the survey submissions In this step, you will review the security incident reports which were submitted using the ArcGIS Survey123 field app. You will use the Survey123 web app to review the data from all three submitted incidents. a Return to your web browser with the Survey123 web designer open. b Click the Overview tab. On the Overview tab, the data about the survey is listed, including Total Records, Total Participants, First Submitted On, and Last Submitted On. Because you submitted three surveys from a new survey, you will see three total records. c Click the Data tab. 4. For the final survey that you submitted, what information do you see for the record that you did not manually input in the survey? __________________________________________________________________________________ __________________________________________________________________________________ Lesson 5 5-32
5. Where did this information come from? __________________________________________________________________________________ __________________________________________________________________________________ 6. For the first two surveys that you submitted, why is there no data for the Incident Address, Incident Area, and Report Author questions? __________________________________________________________________________________ __________________________________________________________________________________ d Close your web browser. After creating your original survey, updating it based on feedback, and reviewing the data collected from your updated survey, your survey is ready to be deployed to security personnel to begin collecting security incident data in the field. Creating data collection forms in ArcGIS Survey123 5-33
1. What are some benefits of using ArcGIS Survey123 to manage your field activities? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Which ArcGIS Survey123 component would you use to design a survey form by manually editing an XLSForm-compliant spreadsheet? a. ArcGIS Survey123 web designer b. ArcGIS Survey123 Connect c. ArcGIS Survey123 field app Lesson 5 Lesson review 5-34
ArcGIS Survey123 component functions (page 5-6) Function Answers Component Collect responses in the field using a mobile device field app or web app Survey123 Connect Use an XLSForm to modify a form question Connect Survey123 web app Collect data in a web browser web app Survey123 website Build forms in a web browser web designer Survey123 field app Manage surveys, view and analyze data website Survey123 web designer Answers to Lesson 5 questions 5-35
Exercise 5A: Create a form using the ArcGIS Survey123 web designer (page 5-8) 1. What items do you see in the folder? There are four items, including a form, a hosted feature layer, and two hosted feature layer views. 2. When answering the question about what type of incident occurred, what did you notice? When choosing an incident type, a new question appeared. Exercise 5B: Configure calculations for form questions in the web designer (page 5-26) 1. If you look at the Incident Area question, what value is currently displayed? Exhibit 2 2. Why is this value displayed for the Incident Area question? The Incident Location question is centered on the Faire Base map's extent by default, and the Incident Area question extracts the value from the map question. 3. What did you notice about the value for the Incident Area question when you moved the location for the Incident Location question? The value changed to Vendor Area 2 South. 4. For the final survey that you submitted, what information do you see for the record that you did not manually input in the survey? • Incident Address • Report Author 5. Where did this information come from? • The Incident Address value was calculated from the Incident Location question. • The Report Author value was calculated from the user submitting the report. 6. For the first two surveys that you submitted, why is there no data for the Incident Address, Incident Area, and Report Author questions? These questions were added after the first two surveys were submitted. Answers to Lesson 5 questions (continued) 5-36
ArcGIS QuickCapture is the fastest way to collect field observations using an ArcGIS field app. The minimalistic user interface allows app users to quickly record field observations from a moving vehicle while scouting locations, conducting aerial surveys, or assessing damage. Observations captured with QuickCapture can be sent back to the office for analysis in real time, allowing data from the field to be used immediately for better decision-making. In this lesson, you will learn how to prepare data for an ArcGIS QuickCapture project, customize the app, and then use it in the field to collect observations quickly. Topics covered ArcGIS QuickCapture benefits Preparing input data for an ArcGIS QuickCapture project Configuration options for the ArcGIS QuickCapture mobile app Using the ArcGIS QuickCapture mobile app 6 Updating a feature layer with ArcGIS QuickCapture 6-1
ArcGIS QuickCapture is a field data collection app that allows you to capture data simply and quickly. It was designed to support field teams that need to collect data rapidly—for example, from a moving vehicle, helicopter, bicycle, or ATV. But its simple, button-based interface makes the app a good choice for any data collection activity. With QuickCapture, you can capture points, lines, and polygons, along with attributes of assets or incidents, as you travel. The project author crafts the collection form using QuickCapture designer and determines the arrangement of buttons, how they appear, and the information they collect. ArcGIS QuickCapture provides the following benefits to an organization that can use observational data collection. Figure 6.1. ArcGIS Quick Capture has many benefits for data collection workflows in your organization. Simple user interface The intuitive mobile interface is made up of easy-to-see buttons in a simple display. Each button refers to a value within the domain or list of the feature layer. Rapid data collection ArcGIS QuickCapture is designed to collect data while the user is moving—to collect data quickly or to collect data in an environment where stopping is not possible. A tap of the button will collect a data point in the feature layer, allowing mobile users to easily capture observations while Lesson 6 ArcGIS QuickCapture benefits 6-2
in motion. Integrate with other apps You can configure a QuickCapture project to open another app by selecting a button that opens a URL. This provides a flexible and seamless experience for mobile workers to work with QuickCapture and other applications. ArcGIS apps that you can open with a QuickCapture link include ArcGIS Survey123 and ArcGIS Field Maps. Audio feedback When a feature is collected in ArcGIS QuickCapture, the app will read out the name of the selection to confirm the selection. Audio feedback makes it easy to confirm a selection while in motion. Simultaneous input In the ArcGIS QuickCapture app, you can collect multiple features simultaneously. For example, if you are collecting a road and need to collect sections of the path that have guard rails and paint striping together, you can do so with QuickCapture. Update frequency ArcGIS QuickCapture can be configured to send updates immediately or hold them for up to one hour. For some collection scenarios, there may be reasons that each choice is appropriate. Frequent updates may be preferred in connected environments, and infrequent updates may be preferred in areas with limited connections. ArcGIS QuickCapture benefits (continued) Updating a feature layer with ArcGIS QuickCapture 6-3
Imagine that, as a GIS analyst supporting the Tri-County Faire, you have decided to use ArcGIS QuickCapture to collect data about maintenance issues during faire operations. Faire staff will be able to use the QuickCapture mobile app as they travel around the faire site to capture the location and types of maintenance issues, along with photos, to help maintenance crews find and resolve the issues. What are some types of maintenance issues that could be included as buttons on the app? As an example, Trash Full could be included as a button. Lesson 6 Relevant real-time observations 6-4
For ArcGIS QuickCapture projects, a feature layer with an input data field and choices is necessary to quickly produce a QuickCapture project. The choices can be created through a domain if you are publishing a feature layer from ArcGIS Pro or can be a list when creating the feature layer in ArcGIS Online or ArcGIS Enterprise. For the choices in the domain or list to be recognized as buttons, the feature layer must be styled using unique symbols so that each entry in the list or domain is symbolized differently. If choices are not symbolized, only one button will be created in the QuickCapture project. Figure 6.2. Choices in the input feature layer become buttons in the ArcGIS QuickCapture field app if they are symbolized differently. Only one layer is used to create the ArcGIS QuickCapture project. Additional layers can be added to the project to create more buttons after the project is created. Those additional layers can be added in the general settings for layers in the QuickCapture project. ArcGIS QuickCapture button creation Updating a feature layer with ArcGIS QuickCapture 6-5
ArcGIS QuickCapture provides three ways to create a project. You can create a project by saving a new project from an existing project, from a selection of sample projects available as ready-to-use templates, or directly from existing web feature layers. Each method results in a project that you can share with others and use in the mobile app. When using an existing feature layer, be sure that your layer has been configured to accept attachments and set it to sync. The default settings for basic point feature layers created through ArcGIS Online or ArcGIS Enterprise have the desired settings. Any other feature layer will require similar settings to use all the QuickCapture functionality in the designer. The process for creating a feature layer for use in QuickCapture can be accomplished in several steps when using ArcGIS Online to create the hosted feature layer. Figure 6.3. The workflow to prepare data for use in an ArcGIS QuickCapture project can be completed in several steps. Create a feature layer ArcGIS QuickCapture requires a hosted feature layer from ArcGIS Online or ArcGIS Enterprise. This layer can be created in ArcGIS Online or ArcGIS Enterprise or shared from ArcGIS Pro. Lesson 6 Preparing data for an ArcGIS QuickCapture project 6-6
Add a field The feature layer will need to have a data field in which observations captured through the QuickCapture mobile app will be written. Add choices After the field has been added to the feature layer, a set of choices will need to be created as a domain if you are using ArcGIS Pro, or as a list if you are using ArcGIS Online or ArcGIS Enterprise. Symbolize features QuickCapture will create different button options when the feature layer has been styled by applying a unique value renderer to the choice field. Symbolizing the points will also help with the interpretation of the results when added to a web map. Share the layer After the feature layer has been styled, be sure to share the feature layer with the appropriate groups who will be using the QuickCapture mobile app. Preparing data for an ArcGIS QuickCapture project (continued) Updating a feature layer with ArcGIS QuickCapture 6-7
Imagine that, as the GIS analyst for the Tri-County Farmer's Faire, you have been asked to create a new mobile app that can be used by all members of the organization. This mobile app will be used by workers and managers to report observations about the condition of the faire as they perform their work. This mobile app should be intuitive and quickly report any observation so that action can be taken, if necessary. In this exercise, you will create the feature layer that will be used in an ArcGIS QuickCapture project to create the mobile app. In this exercise, you will perform the following tasks: • Create a feature layer in ArcGIS Online. • Add a list of choices to the feature layer. • Share the feature layer to the desired audience. Exercise 6A Create the data for an ArcGIS QuickCapture project 10 minutes 6-8
Step 1: Create a feature layer In this step, you will create the feature layer that will be used in your ArcGIS QuickCapture project. a In a web browser, go to www.arcgis.com and, if necessary, sign in to the Esri Training Services organization. b Click Content. c On the left, above the list of your folders, click New Item. d In the New Item window, click Feature Layer. e In the Create A Feature Layer window, confirm that the option to Define Your Own Layer is selected, and then click Next. f Under Specify Name And Type, rename the layer Observations. g Click Next. h In the New Item dialog box, set the following properties for the layer: • Title: TCFF Observations <your initials> • Folder: TCFF Data <your initials> • Tags: Esri Training Services, Tri-County, Colorado (pressing the Tab key after each entry and omitting the comma) • Summary: Feature layer for ArcGIS QuickCapture project. i Click Save. After the feature layer is created, you will configure its settings to support your QuickCapture project. Step 2: Add a field In this step, you will add the field to the feature layer for the observations. a In upper right of the item page, click the Data tab. b On the Data tab, in the upper-right corner, click Fields. c Click Add to add a field. d In the Add Field dialog box, specify the following parameters: Updating a feature layer with ArcGIS QuickCapture 6-9
• Field Name: Observation • Display Name: Observation • Type: Integer e Leave the remaining defaults and click Add New Field. You added a field to the feature layer that will be used to contain information about the observation made in the field. Next, you will configure a list of choices for this field. Step 3: Create a list of choices In this step, you will create the choices that will appear in the ArcGIS QuickCapture app. a In the Display Name column, click Observation. b Click Create List. c Add the following values to the List: Label Code Broken equipment 1 Vandalized item 2 Trash 3 Vendor problem 4 Guest issue 5 Safety concern 6 d Click Save. The list of values now appears within the field properties. Lesson 6 6-10
Step 4: Configure editor tracking In this step, you will configure the layer to track when and by whom observations were added and edited. a Click the Settings tab. b Under Feature Layer (Hosted), in the Editing section, check the boxes for the following options: • Keep Track Of Changes To The Data (Add, Update, Delete Features) • Keep Track Of Who Edited The Data (Editor Name, Date And Time) c Click Save. Step 5: Symbolize the layer In this step, you will symbolize the point features to represent the different types of observations. a Click the Overview tab. b Click Open In Map Viewer. c On the right, in the Properties panel, click Edit Layer Style. d In the Styles panel, for Choose Attributes, click + Field. e In the Add Fields pane, click Observation, and then click Add. You will symbolize the Observations layer using the Observation field that you previously configured with a list. f For Pick A Style, under Types (Unique Symbols), click Style Options. g Under Symbol Style, click the Edit button . h Under Current Symbol, click Basic Point. i In the Symbol Style pane, click the diamond shape, and then click Done. 1. What is the purpose of symbolizing the Observations layer with unique symbols for each choice in this field? __________________________________________________________________________________ __________________________________________________________________________________ Updating a feature layer with ArcGIS QuickCapture 6-11
j Click Done. k In the Layers panel, for the TCFF Observations layer, click the More Options button and choose Save. Step 6: Share the web map Next, you will save the map before sharing it. a On the left, in the Settings toolbar, click the Save And Open button and choose Save As. b In the Save Map dialog box, specify the following parameters: • Title: TCFF Observation Map <your initials> • Folder: TCFF Data <your initials> • Tags: Esri Training Services, QuickCapture • Summary: Map of volunteer observations c Click Save. d In the Settings toolbar, click the Share Map button . e For Set Sharing Level, select Organization. f Click Save. After saving the map, you are ready to share it. g If you see a Review Sharing window, click Update Sharing. h Click the Menu button and choose Home. i Leave your web browser open for the next exercise. You created the feature layer that will be used to create the ArcGIS QuickCapture app, and you created a web map to view the results. Lesson 6 6-12
The ArcGIS QuickCapture app interfaces can be simple and direct, or allow for more customizable inputs, including photos or attachments. Using the QuickCapture designer, you can add functionality to aid in your data collection. Figure 6.4. ArcGIS QuickCapture inputs can be customized for a few different input types. Photos Photos can be any images taken with the device to supplement the observation. In QuickCapture, these photos can provide additional information about the observation. ArcGIS QuickCapture project configuration options Updating a feature layer with ArcGIS QuickCapture 6-13
Project user input Project user inputs are an advanced capability that allows fieldworkers to manually enter extra information for captured observations, without losing the big-button user experience of QuickCapture. Button user input Button user input allows for the observer to manually type a response that is unique to that observation. When this type of button is used, a keyboard on the device will appear to allow the observer to type a response. Lesson 6 ArcGIS QuickCapture project configuration options (continued) 6-14
In this exercise, you will continue creating the mobile app for everyone in the faire organization to report observations about conditions at the faire. You have created a feature layer that has the choices added. Now, you are ready to create the ArcGIS QuickCapture project and use it to capture some observations in the faire. In this exercise, you will perform the following tasks: • Create an ArcGIS QuickCapture project. • Customize the ArcGIS QuickCapture project. • Use the ArcGIS QuickCapture mobile app to collect field observations. Exercise 6B Capture observations with ArcGIS QuickCapture 15 minutes 6-15
Step 1: Create an ArcGIS QuickCapture project In this step, you will create an ArcGIS QuickCapture project. a If necessary, in a web browser, go to www.arcgis.com and sign in to the Esri Training Services organization. The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 6A. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_6A, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. b Near the top of the page, click the Apps button and choose QuickCapture. A new web browser tab opens with ArcGIS QuickCapture active. c Click + New Project and choose Start From Existing Layers. d Under My Layers, select your TCFF Observations layer, and then click Next. The Create Project settings appear on the next screen. e For the Create Project settings, specify the following parameters: • Title: <your initials> TCFF QC Observations • Data Recovery Email: <your initials> • Save In Folder: TCFF Data <your initials> Your initials will be at the beginning of the title for this project and will also serve as your email address. f Click Create. The ArcGIS QuickCapture designer will open with the six buttons based on the list in the feature layer that you created. Each of the symbolized choices that you created in the feature layer will be referenced by a button. All the buttons will appear in a group called Observations. Groups in QuickCapture can be used to organize the buttons in the interface. Lesson 6 6-16
Step 2: Configure the button position In this step, you will configure the button position for your ArcGIS QuickCapture mobile app. The QuickCapture designer will display a preview of how the mobile app will look on different devices. By default, the buttons are simply arranged in the alphabetical order, independent of the order in the domain. 1. When considering the preview, what is one of the first things that you notice about the positioning of the buttons on the app? __________________________________________________________________________________ __________________________________________________________________________________ To adjust the position of the buttons, you will need to adjust the group appearance settings. a If necessary, in the preview, click the Observations group to select the group of buttons. b On the right, in the Group settings, change the Number Of Columns to 1. If you do not see the Group settings, be sure that you select the group in the preview. All settings in the QuickCapture designer are contextual, based on the area selected in the preview. 2. How did this change affect the button positioning? __________________________________________________________________________________ __________________________________________________________________________________ c Click Save to save the modified layout of buttons. A message will note that the project has been saved with warnings. You can ignore this message because you will address the warnings later in this exercise. Step 3: Configure the button symbology In this step, you will configure the button symbology to make the button easier to read. Because the mobile app is primarily used for a wide audience, you have determined that having symbols on the buttons will help users. a Click the Broken Equipment button to open its properties. b In the Button settings, scroll down to the Image section. c Click Add and choose Upload New. Updating a feature layer with ArcGIS QuickCapture 6-17
d In the File Upload dialog box, browse to C:\EsriTraining\FIDA\Data\Icons, select BrokenEquipment.png, and click Open. Your button color may vary. 3. After the icon has been added, what do you notice about the preview? __________________________________________________________________________________ __________________________________________________________________________________ Because you want to keep all the buttons on the main display of the phone, you will resize the button. e In the Style section, under Size, click the slider to change the button to the smallest size. f Repeat the process to add the appropriate icons and adjust the size for the remaining buttons. After adding all the icons and adjusting the size for the buttons, the buttons still do not fit on the main screen without scrolling. You will change the appearance one more time. Lesson 6 6-18
Step 4: Group the buttons In this step, you will use groups to further organize the buttons in the ArcGIS QuickCapture app. When the ArcGIS QuickCapture project is created, a default group is created to contain all the buttons. Additional groups can be added to organize the buttons differently. a At the top of the preview, click the Drag To Add Group To Organize Buttons button and drag it into the display above the Observations group. b Select the new group and, on the right, change Label to Less common. You will store the less common observations in this group. Putting them in this group will move the more common observations closer to the bottom for easy collection. c Select the Observations group, and then change Label to Common. d Drag the following buttons into the Less Common group: • Broken Equipment • Vandalized Item • Vendor Problem • Guest Issue Updating a feature layer with ArcGIS QuickCapture 6-19
After you are finished, there will be four buttons in the upper group and two buttons in the lower group. e Click Save to save this button arrangement. There will be a message that the project has been saved with warnings. You can ignore this message because you will address the warnings in the next step. Step 5: Prepare to share your project In this step, you will prepare to share your ArcGIS QuickCapture project with the volunteers. a In the upper left, click the arrow to expand the Messages pane and notice the warnings. Lesson 6 6-20
4. What warnings are listed? __________________________________________________________________________________ __________________________________________________________________________________ b Click the message that reads No Project Description. This action opens the Project Details pane. You can also open the Project Details pane by clicking the Additional Settings button (three dots) near the top right of the page and choosing Project Details. Next, you will add the necessary information to remove the warnings. c In the Project Details pane, for Summary, type A mobile app for all members of the TriCounty Farmer's Faire to report any observations during operating hours. d Copy all the text from the Summary field and paste it into the Description field. e Click Save. The project description warning has been removed, but the sharing warning still remains. f Click Share. g Under Sharing Level, select Your Organization, and then click Save Project And Share. h Close the QuickCapture Designer web browser tab. The project has been shared, and the remaining warning has been removed. You are ready to use the app. Step 6: Use the mobile app on your device In this step, you will use the mobile app on your mobile device to collect an observation. a On your mobile device, open the ArcGIS QuickCapture app and sign in with ArcGIS Online using trainingservices for the organization's URL and course credentials provided by your instructor. b If prompted, allow QuickCapture to take pictures and record video c If prompted, allow QuickCapture to access the device's location. In the My Workspace area, there will not be any projects, so you will add the one that you created. d In the lower-right corner, tap the Add button, and then tap Browse Projects. Updating a feature layer with ArcGIS QuickCapture 6-21
e Tap the option to download your TCFF QC Observations project. f After it is finished downloading, tap your TCFF QC Observations project. Your TCFF QC Observations project will open on your mobile device. g On your mobile device, tap the Trash button. The app should indicate that you selected Trash in audible feedback. If it did not, check the volume of your device. h At the bottom of the app, in the menu that appears, tap the Edit button . The menu will appear briefly after you tap the Trash button. If the menu disappears, tap the Trash button again. The menu at the bottom of the app features options to edit or delete the observation that you selected. If you incorrectly collected a point, then you can edit it or delete it. You can also adjust the position of the collected point manually by tapping the map icon in the upper-right corner of the screen and moving the point. i In the map, adjust the location of the point, if necessary. j After you are finished, tap Done. When you are collecting multiple observations, they may appear on top of each other. Adjusting the location of the observations will allow them to be more visible in the web map. k In the upper-right corner, notice the indicator that a record has been collected. l After several seconds, notice that the indicator has disappeared, indicating that the Trash observation has been sent. In a real-world scenario, the points would reflect the actual location within the faire. You could push the point to the faire, but ArcGIS QuickCapture is designed to allow some modification of the location but not a large-scale adjustment. You can also disable the adjustment in the properties of the project. m Collect several additional points to see how the app responds. Be sure to adjust the position of each observation, if necessary. n After you are finished, close the app on your mobile device. Lesson 6 6-22
Step 7: View observations in a web map In this step, you will view the observations that created from your field activity. a Return to your web browser tab with the ArcGIS Online Esri Training Services organization open. b Click Content. c Under Folders, open your TCFF Data folder. d Open your TCFF Observation Map in Map Viewer. e Zoom to the location of your observations. The preceding graphic shows observations that have been created in the faire area. Depending on your location, your observations may be in a different location. f Leave your web browser open. You have now seen how ArcGIS QuickCapture can quickly record observations in the field and show those results in a web map. Updating a feature layer with ArcGIS QuickCapture 6-23
1. Which aspect of the ArcGIS QuickCapture mobile app allows users without training to use the app effectively? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Which specific configuration option allows users of the ArcGIS QuickCapture mobile app to input values for observations ahead of time which will be used when data is captured? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson 6 Lesson review 6-24
Relevant real-time observations (page 6-4) What are some types of maintenance issues that could be included as buttons on the app? As an example, Trash Full could be included as a button. Answers will vary but may include the following responses: • Litter • Vandalism • Broken equipment • Plumbing issue • Restroom maintenance Exercise 6A: Create the data for an ArcGIS QuickCapture project (page 6-8) 1. What is the purpose of symbolizing the Observations layer with unique symbols for each choice in this field? If the symbols are different for each choice, ArcGIS QuickCapture will interpret each symbol as a button. Exercise 6B: Capture observations with ArcGIS QuickCapture (page 6-15) 1. When considering the preview, what is one of the first things that you notice about the positioning of the buttons on the app? The buttons only cover a portion of the phone display, rather than the entire display. 2. How did this change affect the button positioning? With only one column, the buttons stretch the entire length of the phone display. 3. After the icon has been added, what do you notice about the preview? The button is much bigger, and now there is a scroll bar on the right side. 4. What warnings are listed? The listed warnings are No Project Description and Project Is Not Shared With Anyone. Answers to Lesson 6 questions 6-25
ArcGIS Dashboards provides an organization with a common operating picture to monitor and respond to day-to-day events. It uses responsive maps and dynamic and static data sources to create dashboards that include charts, lists, gauges, and indicators that update automatically as the underlying data changes. It is designed to support a full spectrum of device platforms, from the multi-monitor video walls found within an operations center to a touchscreen tablet device. In this lesson, you will learn about ArcGIS Dashboards and how to create effective information products based on the data from the ArcGIS field operations apps. Topics covered ArcGIS Dashboards benefits and components Incorporating field app data into ArcGIS Dashboards Configuring elements in ArcGIS Dashboards 7 Organizing your field activities with ArcGIS Dashboards 7-1
ArcGIS Dashboards is designed to monitor dynamic data in real time, or to provide a summary view of static data within an organization, helping decision makers make more informed and timely decisions. A dashboard is a configuration of maps, data sources, and elements created using ArcGIS Dashboards and stored on a portal. It enables users to monitor activities and events, track resources in the field, and assess the status and performance of daily operations. The primary element of a dashboard is a web map. The layers contained in the web map serve as the primary data sources for elements that provide data-reporting functionality. Figure 7.1. Six benefits summarize the functionality of ArcGIS Dashboards. Data-driven elements Dashboards can include elements like maps, charts, lists, and gauges. The data sources for these elements come from layers in web maps, web layers stored in your organization, or feature sets generated with data expressions. Easy to understand The elements in ArcGIS Dashboards can be arranged and configured to be quickly and easily understood. Lesson 7 ArcGIS Dashboards benefits 7-2
Interactive The elements in ArcGIS Dashboards are interactive and react to the desired selections. Actions within the dashboard can also be used for specific interactions. Custom data filtering Results displayed in the dashboard can be filtered through different elements and pre-configured options, allowing one dashboard to be used for many analysis questions. Real-time indicators Monitoring activity is augmented by setting up indicators with custom thresholds to capture when the amount of an activity has exceeded specified parameters. Embedded content An embedded content element can be used to embed documents, images, video, or other web content directly in the dashboard to supplement or augment the dashboard. ArcGIS Dashboards benefits (continued) Organizing your field activities with ArcGIS Dashboards 7-3
A dashboard in ArcGIS Dashboards is composed of a series of informational displays known as elements. When a web map is added to a dashboard as a map element, all its supported operational layers can be used to supply data to other data-driven elements in the dashboard. The following dashboard elements are among the elements available. Figure 7.2. A dashboard in ArcGIS Dashboards comprises elements that can be used to create a common operating picture for your organization. Through different combinations of elements, ArcGIS Dashboards can be used to convey impactful views of an organization's activities. Lesson 7 ArcGIS Dashboards elements 7-4
Maps Maps play a central role in many dashboards. Maps are an effective way of displaying your geographic information, and their operational layers can be used by other data visualizations on the dashboard to create interesting, intuitive, and compelling information products. Map elements display web maps authored in applications such as your organization's Map Viewer. Gauges Gauges inform viewers of current situations, rather than past or general trends. In a dashboard, gauges can be used to display a single metric within a quantitative context defined by minimum and maximum values. Indicators An indicator is a numeric display that can be added to your dashboard to show the numeric attributes of individual features. It can also be used to display a count, a sum, an average, a minimum, or a maximum summary statistic. Embedded content The embedded content element allows you to embed documents, images, video, or other web content into your dashboard. URL references should use HTTPS. Charts There are many types of charts that can be added, including serial and pie charts, where data can ArcGIS Dashboards elements (continued) Organizing your field activities with ArcGIS Dashboards 7-5
be summarized or separated in many ways. Lists You can use a list to show features or rows from a layer. You can configure lists to show field values, unique text, images, and more. When available, field formatting information in a list is based on information found in the layer. Lesson 7 ArcGIS Dashboards elements (continued) 7-6
ArcGIS Dashboards elements are data-driven. There are two main sources of data used by dashboard elements: • Web layers stored in your ArcGIS Online or ArcGIS Enterprise organization • Operational layers in web maps Figure 7.3. A dashboard in ArcGIS Dashboards is powered by shared layers and maps. Web maps are the primary mechanism that supply data to data-driven elements in a dashboard. When a web map is added to a dashboard as a map element, all its supported operational layers can be used to supply data to other data-driven elements in the dashboard. Not all layers that are supported in a web map can be used to supply data to other dashboard elements. The following are data sources that can be viewed in a dashboard map element but cannot be used as a data source for other dashboard elements: • Tile layers • GeoRSS • TXT files • KML • OGC • Streaming feature layers • Cached map services Sources of data for ArcGIS Dashboards Organizing your field activities with ArcGIS Dashboards 7-7
Element functionality is controlled by its configuration settings. Elements have several configuration options, and many elements have too many configuration settings to fit on one screen. When this occurs, tabs appear in the configuration window corresponding to different aspects of the element's configuration. There are three most common configuration tabs: • General • Data • Action Figure 7.4. Multiple setting types control different functionality for each element in a dashboard. General Within the general settings section, you will input the information about the element, including the name, summary, and description. This section informs the user about the element. Lesson 7 Configuration settings for dashboard elements 7-8
Data In the data settings section, you will set the data source of the element. You can also apply filters and configure how your data will appear. Action Dashboard elements can interact with each other, where an action performed on one element causes a reaction in another element. The action setting section allows you to set up the actions that are possible for that element, based on other available elements. Configuration settings for dashboard elements (continued) Organizing your field activities with ArcGIS Dashboards 7-9
Imagine that, as the GIS analyst for the Tri-County Farmer's Faire, your manager has asked you to create a dashboard to monitor data collected through ArcGIS Field Maps. To complete this request, you will use ArcGIS Dashboards to create an interactive dashboard that displays the Field Maps web map, as well as other elements. In this exercise, you will perform the following tasks: • Create a dashboard in ArcGIS Dashboards. • Add different elements to a dashboard. • Configure interactivity between dashboard elements. Exercise 7 Create an interactive dashboard to display field activity 25 minutes 7-10