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Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: [email protected] Phone: 1-916-262-7317

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Page 1: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Managing NPDES Outfall Surveys using Workforce and Survey123

Carlos Porras| GIS Consultant

Email: [email protected]

Phone: 1-916-262-7317

Page 2: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Case Study – City of Wildomar

• NPDES – National Pollutant Discharge Elimination System▫ Clean Water Act - permitting program to address water pollution by

regulating point sources that discharge into waters of the United States

• Required to provide field screening of outfalls

• Riverside County sent survey forms and spreadsheets to collect

Page 3: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Workforce for ArcGIS & Survey123

• ArcGIS Online Organization Account

• Mobile Device (and Apps)

• Survey123 Connect (program)

• Microsoft Excel (Survey123)

Requirements:

Page 4: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

What is Workforce?

Web Application and Mobile App to plan, monitor, and streamline field to office workflows using the ArcGIS platform.

Desktop Web Device

Server Online Content and

Services

Portal

Page 5: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Two components – Web Application and Mobile App

• Three Roles▫ Administrator

Creates & configures maps, projects, and adds users

▫ Dispatcher Creates, assigns, and monitors work orders/assignments

▫ Field Staff View “To Do” lists and complete work assignments

Workforce for Arcgis

Page 6: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Using the Workforce Web Application – creates projects (webmaps & features services in AGO)

• Assignments (types), dispatchers (roles), and locations are administered via the web application

• Add organizational asset layers or reference layers to webmaps (dispatch or field workers)

Administrator

Page 7: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Using the Workforce Web Application – creates projects (webmaps & features services in AGO)

• Assignments (types), dispatchers (roles), and locations are administered via the web application

• Add organizational asset layers or reference layers to webmaps (dispatch or field workers)

Administrator

Customize

Page 8: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Create Location Assignments

• Create Feature/Asset Assignments

• Re-assign work orders

• Edit assignment

• Cancel assignment

• View all workers

• Map searches

Dispatch Assignments

Page 9: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Create Location Assignments

• Create Feature/Asset Assignments

• Re-assign work orders

• Edit assignment

• Cancel assignment

• View all workers

• Map searches

Dispatch Assignments

Assignments can be based on asset

Page 10: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Monitor work order assignments and workers

Page 11: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• View assignments

• Sort assignments

• Assignment status

• Add notes to assignments

• Navigate to assignment

• Collect at assignment (Collector)

• Use Survey123

• Update status

Field Staff – Using mobile app

Page 12: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Form-centric data gathering solution that makes creating, sharing and analyzing surveys possible

What is Survey123?

Page 13: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Survey123 (Beta)

Transform static paper forms to dynamic, spatial form collection tools

Page 14: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect• Survey123 website

Survey123 (Beta)

Page 15: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Page 16: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Page 17: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Page 18: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Page 19: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Page 20: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Survey123 Connect – Form Preview• Build form in Excel using xls form specification

Survey123 (Beta)

Publish to

ArcGIS Online

Page 21: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

• Published content from Survey123 Connect

Survey123 (Beta)

Page 22: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Demo

http://workforce.arcgis.com/

http://survey123.arcgis.com

Page 23: Managing NPDES Outfall Surveys using Workforce and Survey123€¦ · Managing NPDES Outfall Surveys using Workforce and Survey123 Carlos Porras| GIS Consultant Email: cporras@interwestgrp.com

Thank you

Web: interwestgrp.com Twitter: twitter.com/interwestgis Blog: www.interwestgrp.com/gisblog

Carlos Porras| GIS Consultant

Email: [email protected]

Phone: 1-916-262-7317