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 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 from 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 that you want to populate.
3. On the feature layer item page, click Update Data and choose Append Data to Layer.
4. Under Filename, click Choose File.
5. Browse to your .zip file and click Open.
6. Under Contents, select Shapefile.
7. Click Upload and Continue.
8. Choose the layer that you want 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 monitoring site without existing information

Optionally, you can create a monitoring site using the site form in ArcGIS Survey123. Before using this method, you must complete the subsequent Update Survey123 Connect forms configuration workflow.

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 on the main menu.
3. Search for the Invasive Pest Survey: New Site survey that you published and click to download it. After it downloads, return to My Surveys.
4. Select the Invasive Pest Survey: New Site survey to open it.
5. Click the Collect button to create a monitoring site.
6. Complete the survey by answering all the questions, including 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 if the inspection type includes trapping.

7. Click the check mark to submit the survey.

Create a 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. Before using this method, you must complete the subsequent Update Survey123 Connect forms configuration workflow.

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, including 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. Click the check mark to submit the survey.

Update Survey123 Connect forms

Though the Invasive Pest Survey: New Site and Invasive Pest Survey: Site Visit forms have been configured to gather comprehensive information on an invasive pest inspection, you must make two updates to ensure local accuracy.

Update surveyor names in the New Site and Site Visit survey forms

To update the surveyor names visible in each form, 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: New Site to download the form, if necessary.
4. Click Invasive Pest Survey: New Site again to open the form.
5. In the left panel, click XLSForm.

   The XLSForm spreadsheet opens in Microsoft Excel.

6. In the spreadsheet, click the Choices tab.

   This tab comprises all the selectable options for survey questions.

7. In the list_name column, scroll to surveyors, and then add or remove names and labels as needed.
8. Click Save to save the spreadsheet.
9. In Survey123 Connect, on the Form tab, preview your changes.
10. If necessary, return to the Microsoft Excel spreadsheet and make additional edits, and then click Save.
11. In Survey123 Connect, on the left, click Publish, and then click Publish survey to publish your changes.
12. Repeat these steps to update surveyor names in the Invasive Pest Survey: Site Visit form.

Update the species target list in the New Site and Site Visit survey

To update the species target list visible in each form, 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: New Site to download the form, if necessary.
4. Click Invasive Pest Survey: New Site again to open the form.
5. In the left panel, click XLSForm.

   The XLSForm spreadsheet opens in Microsoft Excel.

6. In the spreadsheet, click the Choices tab.

   This tab comprises all the selectable options for survey questions.

7. In the list_name column, scroll to target_species, and then add or remove names and labels as needed.
8. Click Save to save the spreadsheet.
9. In Survey123 Connect, on the Form tab, preview your changes.
10. If necessary, return to the Microsoft Excel spreadsheet and make additional edits, and then click Save.
11. In Survey123 Connect, on the left, click Publish, and then click Publish survey to publish your changes.
12. Repeat these steps to update the species target list names in the Invasive Pest Survey: Site Visit form.