Configure Operations Management

In this topic, you will learn how to configure the Operations Management solution to meet specific needs in your organization. The apps included with the Operations Management solution come with Survey123 reports. Follow the steps below to configure the solution.

Configure solution

Once Operations Management has been deployed, you can make optional configurations to the solution. Follow the steps below to configure the Operations Dashboard and the Operations Manager applications.

Configure the Search widget

To use the Search widget within Operations Manager, complete the following steps:

1. Open the Operations Manager web app in editing mode.
2. Click to open the Widget tab and select the Search widget.
3. In the Layer Source section, select Set and browse to the current Events and Missions layer in the Portal for ArcGIS option.
   • Alternatively, copy the updated Events and Missions map service URL and paste it in the Service URL option.
4. Browse to Add Search Source.
5. Click Feature Layer and select Events and Missions.
6. Configure the rest of the widget and save your application.

Add data sources

The Operations Management solution allows operations management personnel to enter details about events and missions supporting events. It can be helpful to add additional data to provide context for feature entry and management.

The layers listed below can be added to the map to provide further context when entering new events, missions, status reports, and field reports.

Learn more about how to add layers to a map.

• State and county layers
  • States map service
  • Counties map service
  • COVID-19 cases data feed
• ArcGIS Living Atlas layers
  • National Weather Service Severe Events
  • National Weather Service Extreme Events
• NOAA Web Services
  • NOAA Base Reflectivity Radar

Extend the Operations Management Dashboard

The Operations Management Dashboard is preconfigured to display all units under the Assigned To section within the Survey123 form. It also displays default mission statuses. You may need to configure the dashboard to align with your organization.

Add a battalion

To add additional battalions or companies to the dashboard, complete the following steps:

1. Browse to the Operations Management Dashboard and click Edit Dashboard.
2. In the Mission Assignment/Status element, click the Configure button .
3. Go to the Data tab, select the Filter window, and under the Assigned To window, select Include. At this point, you will add only the units of interest and nothing else will be included.
4. Save your application.

Modify mission status

The dashboards are preconfigured to display various statuses. The statuses can be modified or removed. If your organization uses a status that is not included, ensure a new category is added to the Survey123 form before adding it to the Operations Management Dashboard. To modify the mission statuses, complete the following steps:

1. Select any Mission Status element and go to Editing Features.
2. Click the Duplicate button to copy the setting of the existing indicator elements to add a new category. Make sure that the new category has been added to the Survey123 form first.
3. Remove the status element by clicking the delete button .
4. Save your application.

Modify lists

The dashboards included in this solution come with preselected and basic fields within their appropriate lists. Additional fields can be turned on when configuring your solution to better address your organization's needs. To modify lists, complete the following steps:

1. Click the Configure button for any of the list components within the dashboard.
2. Select the List tab and click Insert to see the field options available.
3. Select one or multiple fields to be added to the display.
4. Add a label in front of your field item.
5. Click Done.
6. Save your application.

Extend Operations Manager

The Operations Manager web application includes a Summary widget that provides a clustering feature that can be enabled. This feature will perform groupings of the features on the map indicating potential hot spots. The Operations personnel can use this clustering information to begin deploying assets and resources to areas that show high concentrations.

Enable clustering

To enable clustering in the Summary widget, complete the following steps:

1. Access the Operations Manager web app while in editing mode.
2. Go to the Widget tab and select the Configure this Widget option for the Summary widget.
3. Check Display as Summary Clusters.
4. Click OK and save the application.