Field Data Collection and Management Using ArcGIS

1 Field data Collection andManagement Using ArcGIS STUDENT EDITIONC opyright 2018 EsriAll rights version Version release date August in the United States of information contained in this document is the exclusive property of Esri. This work isprotected under United States copyright law and other international copyright treaties andconventions. No part of this work may be reproduced or transmitted in any form or by any means,electronic or mechanical, including photocopying and recording, or by any information storage orretrieval system, except as expressly permitted in writing by Esri.

2 All requests should be sent toAttention: Director, Contracts and Legal, Esri, 380 New York Street, Redlands, CA 92373-8100, Notice:Use of these Materials is subject to export control laws and regulationsincluding the Department of Commerce Export Administration Regulations (EAR). Diversionof these Materials contrary to law is information contained in this document is subject to change without Training Course Agreement Terms:The Training Course and any software,documentation, course materials or data delivered with the Training Course is subject to theterms of the Master Agreement for Products and Services, which is available ~/media/Files/Pdfs/legal/pdfs/ma- The license rights inthe Master Agreement strictly govern Licensee's use, reproduction, or disclosure of thesoftware, documentation, course materials and data .

3 Training Course students may use thecourse materials for their personal use and may not copy or redistribute for any is Esri, 380 New York Street, Redlands, CA 92373-8100, Trademarks:Esri trademarks and product names mentioned herein are subject to the termsof use found at the following website: companies and products or services mentioned herein may be trademarks, service marks orregistered marks of their respective mark apps for the field2 Generating service requestsTable of ContentsEsri resources for your organizationCourse introductionCourse introductionCourse goalsInstalling the course dataIcons used in this workbookUnderstanding the ArcGIS platformLesson introductionThe ArcGIS platformIdentity-based securityExercise 1.

4 Create a groupSign in to the course ArcGIS Online organizationCreate a mobile workers groupExplore the group pageField operations overviewComparing collector and Survey123 App integrationCheckpointAnswers to Lesson 1 questionsLesson introductionField operations overviewExplore a service request web appWeb appsWeb mapsWeb layersCreating a service request web appExercise 2: Create a service request web appCreate a Service Request layerCreate a web mapCreate a web appConfigure the web appTest your web appShare your web appLesson reviewi3 Coordinating work assignmentsAnswers to Lesson 2 questionsLesson introductionField operations overviewWorkforce for ArcGISW orkforce projectsWorkforce rolesCreating a Workforce projectExercise 3A: Create a Workforce projectCreate a projectAdd assignment typesAdd mobile workersAdd more dispatchersEnable location trackingConfigure the mapsCreating and assigning assignmentsExercise 3B.

5 Create and assign assignmentsDetermine assignment locationGather additional informationComplete assignment detailsReview assignment optionsUsing the Workforce mobile appExercise 3C: Use the Workforce mobile app (Android)Open a Workforce projectReview and start an assignmentChange working statusChange assignment statusAdd a note to an assignmentFinish an assignmentExercise 3D: Use the Workforce mobile app (iOS)Open a Workforce projectReview and start an assignmentChange working statusChange assignment statusAdd a note to an assignmentFinish an assignmentWorkforce rolesLesson reviewii4 Navigating to work locations5 Creating a web map for use with collector for ArcGISA nswers to Lesson 3 questionsLesson introductionField operations overviewNavigator for ArcGISN avigation mapsAdding navigation data to a mapExercise 4A.

6 Add navigation data to a mapDownload StreetMap Premium dataAdd asset layersAddress locatorsTravel modesCreating locators and setting travel modesExercise 4B: Create locators and set travel modesCreate an asset locatorTest the asset locatorCheck for a general USA address locatorTest the USA address locatorCreate a custom travel modeCreating and sharing a mobile map packageExercise 4C: Create and share a mobile map packageCreate a mobile map packageShare the mobile map packageUsing the Navigator appLesson reviewLesson introductionField operations overviewCollector for ArcGISD esigning data for the fieldExplore the domains of the inlet dataCreating a web layer for data collectionExercise 5A: Create a web layer for data collectionCreate a new projectImport an ArcMap documentPublish the web layerCheck settings in ArcGIS OnlineCreating a web map for data collectionExercise 5B.

7 Create a web map for data collectionCreate a web mapiii6 Creating a smart form with Survey1237 Creating a dashboard to monitor operationsConfigure the web map for searchingShare the web map with mobile workersWorkflow reviewAnswers to Lesson 5 questionsLesson introductionField operations overviewSurvey123 - How it worksSmart formsComponents of Survey123 Creating a survey on the web Using Survey123 Exercise 6: Create a survey on the web Using Survey123 Examine the paper formCreate a new surveyAdd questions to a surveyPublish a surveyShare a surveyIntegrate with WorkforceSurvey123 ConnectSurvey123 components and functionsLesson reviewLesson introductionField operations overviewOperations Dashboard for ArcGISData sourcesFiltersDiscovering Operations Dashboard elementsSelect elements based on reporting needsCreating an operations dashboardExercise 7.

8 Create an operations dashboardCreate a web map for your dashboardCreate a dashboardAdd a Map elementTrack types of service requestsTrack the number of recent requestsMonitor work assignmentsMonitor inspection progressLesson reviewiv8 Field data Collection and managementAnswers to Lesson 7 questionsLesson introductionField operations overviewScenario introductionExercise 8A: Perform Field data Collection and monitoring (Android)Sign in to the appsBegin an assignment with WorkforceCollect data with CollectorComplete a survey with Survey123 Finish an assignment with WorkforceExercise 8B: Perform Field data Collection and monitoring (iOS)Sign in to the appsBegin an assignment with WorkforceCollect data with CollectorComplete a survey with Survey123 Finish an assignment with WorkforceDiscussionAnswers to Lesson 8 questionsAppendicesAppendix A:Esri data license agreementAppendix B:Software and licensingAppendix C.

9 Choosing between collector and Survey123 Appendix D:Answers to lesson review questionsAppendix E:Additional resourcesv