Configure Invasive Pest Inspections

In this topic, you will learn how to configure the Invasive Pest Inspections solution to meet specific needs in your organization.

Load  data 

Invasive Pest Inspections can be used to establish and inspect invasive pest monitoring sites. In some cases, you may have this information in ArcGIS or another business system already.

Review the layers provided with the solution and determine what source data you want to load. Then, load your existing data into the layers provided with the ArcGIS Solution before sharing the maps or applications.

Once you have determined what source data must be loaded, complete one of the data loading workflows below.

Load data from a shapefile  

You can load data for InvasivePestSurveys, AgricultureLayers, PublicSafetyLocations, and TreatmentExemptions rom a shapefile by following the steps below:

1. Create a .zip file of your shapefile.
2. In your ArcGIS organization, browse to the feature layer you wish to populate.
3. On the feature layer item details page, Click Update Data and select Append Data to Layer.
4. Under Filename, click Choose File.
5. Navigate to your .zip file and click Open.
6. Under Contents, select Shapefile.
7. Click Upload and Continue.
8. Choose the layer that you wish to load data into and the layer that contains the updated data.
9. Uncheck Update existing features.
10. Click Show field matching and map the fields between the two layers.
11. Click Apply Updates.

Tip:

To make additional updates to a hosted feature layer, see Append data to layers.

Create a new monitoring site

You can also create a monitoring site from scratch using the new site form in ArcGIS Survey123.

To create a monitoring site without using existing information, complete the following steps:

1. Open ArcGIS Survey123.
2. If the Invasive Pest Survey: New Site survey has not yet been downloaded, browse to Download Surveys in the main menu.
3. Search for the Invasive Pest Survey: New Site survey you published and click to download it. Once it's downloaded, return to My Surveys.
4. Select the Invasive Pest Survey: New Site survey to open it.
5. Click the Collect button to start creating a new monitoring site.
6. Complete the survey by answering all the questions. This includes information about the program this site will support, the monitoring site and site contacts, the species being targeted, and the type of inspections that will take place at this monitoring site.

   Note:

   The form exposes more questions depending on your answers; for example, trap information is required when the inspection type includes trapping.

7. Click the check mark to submit the survey.

Create a new monitoring site at an existing location

You may want to create many monitoring sites at one site. To do this, you can use information in an existing monitoring site to prepopulate the ArcGIS Survey123 form.

1. Open the Invasive Pest Survey: New Site Map.
2. Search for an existing site using its site ID in the search bar.
3. With the pop-up open for the existing site, click the link to launch the Invasive Pest Survey: New Site.
4. When prompted, click to open ArcGIS Survey123.

   The form opens with the site information prepopulated.

5. Complete the rest of the information in the form. This includes information about the program this site will support, the species being targeted, and the type of inspections that will take place at this site.
6. Once complete, click the check mark to submit the survey.

Update Survey123 Connect forms

Though Invasive Pest Survey: New Site and Invasive Pest Survey: Site Visit have been configured to gather comprehensive information on an invasive pest inspection, two updates should be made to ensure local accuracy.

Update surveyor names in the Site Visit survey

To update the surveyor names included in the survey, complete the following steps:

1. Download and install Survey123 Connect.
2. Start Survey123 Connect and sign in to your ArcGIS organization.
3. Click Invasive Pest Survey: Site Visit to download the survey.
4. Click Invasive Pest Survey: Site Visit again to open the survey.
5. In the left panel, click XLSForm to open the XLSForm spreadsheet.

   A Microsoft Excel spreadsheet opens.

6. In the Microsoft Excel spreadsheet, click the Choices tab.

   This tab comprises all the selectable options for survey questions.

7. In the surveyors choice list, add or remove names and labels as needed.
8. Click Save to save the Microsoft Excel spreadsheet and preview your changes on the Form Preview tab of Survey123 Connect.
9. In Survey123 Connect, click Publish in the left panel to publish your changes.

Update the species target list in the Site Visit survey

To update the species target list in the Site Visit survey, complete the following steps:

1. Download and install Survey123 Connect.
2. Start Survey123 Connect and sign in to your ArcGIS organization.
3. Click Invasive Pest Survey: Site Visit to download the survey.
4. Click Invasive Pest Survey: Site Visit again to open the survey.
5. In the left panel, click Open to open the XLSForm spreadsheet.

   A Microsoft Excel spreadsheet opens.

6. In the Microsoft Excel spreadsheet, click the Choices tab.

   This tab comprises all the selectable options for survey questions.

7. In the target_species choice list, add or remove names and labels as needed.
8. Save the Microsoft Excel spreadsheet and preview your changes on the Form Preview tab of Survey123 Connect.
9. In Survey123 Connect, click Publish in the left panel to publish your changes.