Configure Readiness Management

In this topic, you will learn how to configure the Readiness Management solution to meet specific needs in your organization.

Extend readiness surveys

Included with Readiness Management are a series of surveys that can be used to understand the capacity of your workforce.

Review the preconfigured questions and adjust as necessary to remain in compliance with your organizational policies and any applicable laws. Additionally, ensure that you secure the survey and underlying layers and only share the content with appropriate members of your organization.

Update feature layer views

The Readiness Management solution includes a series of views created from the Personnel Readiness feature layer. The feature layer is used in the surveys, and the subsequent views are used in the dashboards. Organizations can modify the Personnel Readiness Report surveys and ultimately add new fields to the feature layers. When doing so, the new fields must be exposed in the appropriate views.

To add one or more fields to a layer and re-create the views, complete the following steps:

1. Browse to the view in your contents.
2. Click the Visualization tab.
3. Click the Options button on the appropriate layer or table and click Set View Definition.
4. Click Define Fields.
5. Scroll to the newly created field and check the box. Click Apply.

   The new field is added to the view's definition.

6. Repeat steps 1 through 5 for the Readiness Dashboard.
7. Update the Readiness Dashboard to account for the new fields you added to the layers.

Modify readiness surveys

To modify a Readiness Management survey, complete the following steps:

1. Install ArcGIS Survey123 Connect.
2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
3. Click Personnel Readiness Report to download the survey.

Note:

Steps 4 through 9 apply to both the Personnel Readiness Report and Personnel Readiness Batch Report surveys.

4. Click the Personnel Readiness Report again to open the survey.
5. In the left pane, click Open XLSForm Spreadsheet.
6. In the Microsoft Excel spreadsheet, click the Choices tab. This tab contains the selectable options for survey questions.
7. Revise the survey to reflect your personnel readiness needs.

Caution:

Do not make any modifications to domain values that were not first updated in the feature layer.

8. Save the Microsoft Excel spreadsheet and preview your changes using the ArcGIS Survey123 Connect form preview.
9. In ArcGIS Survey123 Connect, click Publish in the left pane to publish your changes.

Note:

To view your changes in the Survey123 field app, open Survey123 and browse to the Download Surveys page. Click Download to download the updated survey.

To modify the Battalion or Company names in the Personnel Readiness Report or Personnel Readiness Batch Report, you will need to also account for the modification of the calculation in the choice_filter column of the Survey123 Connect XLSForm. The choice_filter column controls the cascading select functionality associated with each of the battalions and companies that fall within it.

For example, in the Personnel Readiness Report, if you select 1st Battalion, the next question asking for Company will be limited to only those companies in the 1st Battalion (A–D). Likewise, if you select 2nd Battalion, you see companies in the 2nd Battalion (E–H).

Learn more about how to work with cascading selects.

Configure echelons

The dashboards are preconfigured to display four battalions and four companies under each battalion. Follow the steps below to add or remove battalions or companies from your dashboard.

Add a battalion

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

1. Sign in to your Portal for ArcGIS.
2. Browse to the Readiness Dashboard and open the item details page.
3. Click Edit Dashboard.
4. Select the last battalion tab while in edit mode.
5. Go to the editing tool in this element and select Duplicate.
6. Drag the newly created copy below the last battalion tab.
7. Reference duplicated battalion settings, text, and configuration.
8. Add a new name, for example, 5th BN, to the new component.
9. Save your application.

Remove a battalion tab

To remove battalions or companies from the dashboard, complete the following steps:

1. Sign in to your Portal for ArcGIS.
2. Browse to the Readiness Dashboard and open the item details page.
3. Click Edit Dashboard.
4. Select the battalion tab you want to delete while in edit mode.
5. Click the Delete button to delete the selected battalion.
6. Save your application.

Configure alternate reporting periods

The dashboards are preconfigured to display individuals reporting within the last 24 hours. The dashboard owner can configure the dashboard to display alternate reporting periods. The Personnel List parameter is the most commonly configured element related to its contents and time frame.

To modify the reporting period, complete the following steps:

1. Sign in to your Portal for ArcGIS.
2. Browse to the Readiness Dashboard and open the item details page.
3. Click Edit Dashboard.
4. Go to the editing tool in the Personnel List element and select Configure.
5. Below Battalion, select the And option and add Date Reported from the drop-down list.

   You can now select from any of the available options and time frames.

6. Select Done and save your application to display the new reporting period.

Add readiness tabs for new battalions and companies

The dashboards are preconfigured to display four battalions and four companies and their applicable total force or unit size. This tab also contains their availability of personnel based on survey submissions and percentage of readiness.

To add additional percentages of readiness to the dashboard, complete the following steps:

1. Sign in to your Portal for ArcGIS.
2. Browse to the Readiness Dashboard and open the item details page.
3. Click Edit Dashboard.
4. Select the 3rd Battalion tab while in edit mode.
5. Go to the editing tool in the Personnel List element and select Duplicate.
6. Drag the newly created copy below the 3rd Battalion tab. Reference the 3rd Battalion settings, text, and configuration.
7. Add a new name, such as 5th BN, to the new component and save your application.
8. Go to the Reference section in the configuration tool and add the unit size below Fixed Value.

   This number provides the available value and percentage of readiness.

9. Follow the previous step and enter the current Total Force value for each unit level.
10. If you need to remove a battalion tab, click the Delete button .
11. Save your application.