Use Sign Management

The Sign Management solution delivers a set of capabilities that help state and local governments collect roadway signs and poles, conduct routine inspection and maintenance assignments, and understand asset conditions.

In this topic, you’ll learn how to use the solution by assuming the role of a user and performing the workflows below.

Note:

Use your organization's data or configured apps to follow these workflows.

Manage sign data

The first step an organization must take is to create an authoritative sign collection.

You will first assume the role of a mapping technician responsible for maintaining an authoritative sign collection for your organization. The Sign Data Management ArcGIS Pro project includes a series of tasks to help guide you through these workflows.

Get started

First, you will download an ArcGIS Pro project.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Sign Management solution.
2. Download the Sign Data Management desktop application template, and then unzip the folder.
3. From the unzipped folder, open the Sign Data Management project.
4. In the Catalog pane, expand the Tasks folder, and then double-click the Sign Data Management task.

   Note:

   If you do not see the Catalog pane, from the View tab, in the Windows group, click Catalog Pane.

5. In the Tasks pane, click the Getting Started task group to expand the collection of tasks.

   Sign Data Management is used to load, create, and edit foundational sign and pole data used in the Sign Management solution.

6. Before proceeding to subsequent tasks, follow the instructions in the Add sign and pole layers task to add the feature layers deployed with the solution.

Load, create, and modify sign and pole data

The solution uses two foundational feature layers: Signs and Poles. These layers contain the locations of signs and poles managed by the organization or another agency. The solution stores both signs and poles as points.

The tasks included with the Sign Data Management ArcGIS Pro project will help you manage your data, depending on your needs and existing data:

• If your organization has both existing sign and pole data, use the tasks located in the Load signs and poles task group. These tasks help you load your point sign and pole data into the Signs and Poles feature layers.

• If your organization has point data for signs but not poles, use the Load signs and generate poles task group. These tasks help you load your point sign data into the Signs feature layer, generate pole locations from the signs, and load the newly generated pole points into the Poles feature layer.

• If you have existing point data for poles with signs stored in a related table, use the tasks located in the Load poles and related signs task group. These tasks help you load your point pole data into the Poles feature layer, generate sign locations from poles, and load the newly generated sign points into the Signs feature layer.

• If you do not have any existing data, use the tasks located in the Create new sign and pole data task group. These tasks help you create new sign and pole data.

• To edit the data once it's been loaded, use the tasks located in the Modify signs and poles task group.

Collect and assess signs and poles in the field

In many cases, a field assessment of signs and poles may be the most efficient way to develop an authoritative collection. Information collected in the field can also enhance and verify signs and poles loaded using the Sign Data Management ArcGIS Pro project. Recording sign and pole condition through routine and ad hoc inspections provides important information needed to plan improvements.

You will now assume the role of a mobile worker responsible for conducting a sign collection in the field as well as condition assessments and recording maintenance activities. In this workflow, you are asked to use the ArcGIS Field Maps mobile app to access your Sign Field Map and collect signs and poles in your community.

Collect signs and poles in the field

In this workflow, you will collect signs and poles in the field.

1. Download ArcGIS Field Maps onto your mobile device.
2. Open ArcGIS Field Maps and sign in to your ArcGIS organization.
3. Tap Sign Field Map to open the map.
4. Tap Add.
5. Scroll to the Poles feature templates.

   Poles are collected according to their type. A pole's type can be I-Beam Steel, Square Steel Tube, U-Channel Steel, Wood, or Other.

6. Tap I-Beam Steel.
7. Drag the map to the correct location, and then click Add Point.
8. Optionally, tap Take Photo to take and attach a photo.
9. Optionally, tap Attach to record video and audio and to attach other photos from your device.
10. Swipe up on the form and provide all the required information in the Pole Details section.
11. Scroll to the Pole Dimensions section of the form, and then provide pole dimension information as needed.
12. Tap Location Details to expand the form, and then provide location information as needed.
13. Scroll to the Ownership Details section of the form, and then provide pole ownership information as needed.
14. Tap Notes to provide additional notes about the pole as needed.
15. When you're finished, at the top right, tap the check mark or Submit.

    Note:

    Your interface may vary depending on the type of mobile device that you use.

16. Swipe up on the form to review the pole's information.
17. Tap Collect Here.
18. Scroll to the Signs feature templates.

    Signs are collected according to their MUTCD code. The Signs feature layer includes feature templates for over 150 MUTCD codes. MUTCD codes without a specific feature template are represented using the All Other Signs template.

19. Tap Added Lane - (W4-3).
20. Optionally, tap Take Photo to take and attach a photo.
21. Optionally, tap Attach to record video and audio and to attach other photos from your device.
22. Swipe up on the form and provide all the required information in the Sign Details section.
23. Tap Curb Regulations to expand the form, and then provide relevant curb regulation information as needed.
24. Tap Location Details to expand the form, and then provide location information as needed.
25. Scroll to the Ownership Details section of the form, and then provide sign ownership information as needed.
26. Tap Notes to provide additional notes about the sign as needed.
27. When you're finished, at the top right, tap the check mark or Submit.

    Note:

    Your interface may vary depending on the type of mobile device that you use.

28. Repeat these steps to collect additional signs and poles.

    Tip:

    If there are multiple signs on a pole, tap Collect Here to ensure the signs are snapped to the pole at the same location.

29. On the Sign Field Map, tap a sign or pole.
30. Tap Edit.
31. Optionally, pan the map to update the sign or pole's location, and then tap Update Point.
32. Swipe up on the form to modify the sign or pole's information.
33. When you're finished, at the top right, tap the check mark or Submit.

    Note:

    Your interface may vary depending on the type of mobile device that you use.

Assess signs and poles in the field

In this workflow, you will assess signs and poles in the field.

1. On the Sign Field Map, tap a sign or pole.
2. Swipe up on the form to review the sign or pole's information.
3. Swipe up on the form to the Related section.
4. Tap Sign Maintenance or Pole Maintenance.

   Previously recorded maintenance activities are displayed. When present, tap the maintenance record and swipe up on the form to review the information.

5. Tap Add.
6. Swipe up on the form to expand the form.
7. Tap Type to enter the type of maintenance activity completed.
8. Tap Date to enter the date that the maintenance activity was completed.
9. Optionally, tap Status to modify the status of the maintenance record.
10. Optionally, tap Notes to enter maintenance notes.
11. When you're finished, at the top right, tap the check mark or Submit.

    Note:

    Your interface may vary depending on the type of mobile device that you use.

12. Swipe up on the form to review the recorded maintenance information.
13. In the Related section, tap Signs or Poles to return to the feature.
14. Tap Edit.
15. Swipe up on the form to expand the form.
16. Tap Inspection Details.
17. Tap Inspected On to enter the date that the inspection was completed.
18. Tap Condition to record the condition of the inspected sign or pole.
19. If inspecting a sign, tap Sign Reflectivity to record the reflectivity of the inspected sign.
20. Optionally, tap Needs Maintenance to flag the sign or pole for maintenance.
21. Optionally, tap Needs Replacement to flag the sign or pole for replacement.
22. Optionally, tap Is Retired to retire the sign or pole.

    Note:

    Signs or poles that are retired are removed from the Sign Field Map and other maps and applications, but the record is not deleted from the feature layer.

23. When you're finished, at the top right, tap the check mark or Submit.

    Note:

    Your interface may vary depending on the type of mobile device that you use.

24. Swipe up on the form to review the recorded inspection information.

Complete field assignments

Mobile workers often receive work through assignments. These assignments help organize tasks and can be used to communicate the status of work to operations and maintenance supervisors.

In this workflow, you will complete a field assignment.

1. Download ArcGIS Workforce onto your mobile device.
2. Open ArcGIS Workforce and sign in to your ArcGIS organization.
3. Tap the Sign Assignments map.
4. In the To do list, tap an assignment to view its location on the map and see details about the assignment.
5. In the assignment details, tap Directions to see a list of installed navigation apps, and then tap the app you want to use and allow ArcGIS Workforce to open it.

   The app opens, generating a route to your assignment.

6. In the assignment details, tap Start to begin working on an assignment.
7. Optionally, tap Add Note to enter information for the operations and maintenance supervisors, and then tap Done.
8. Optionally, tap Take Photo to take and attach a photo.
9. Optionally, tap Attach to record video and audio and to attach other photos from your device.
10. Swipe up and tap Open in Sign Field Map.

    Sign Field Map opens in ArcGIS Field Maps and defaults to the location of the assignment. Depending on the assignment type, the sign or pole's inspection or maintenance form automatically opens for you.

11. After you have finished collecting data or recording work in Sign Field Map, return to the ArcGIS Workforce app.
12. To pause, decline, or reset the assignment, tap the Overflow button and tap the appropriate status, or tap Cancel.
13. In the assignment details, tap Finish when you have completed the assignment.
14. Optionally, tap To Do and tap Completed to view your completed assignments.
15. Optionally, tap Sync ( if you have edits that aren't synced) and tap Sync Now to sync them.

    Changes to the status of your assignments automatically syncs with your ArcGIS organization at the default interval of every 15 minutes.

Solicit requests for service

The Sign Request form can be used to solicit service requests from the public so that small problems can be tackled quickly and efficiently before they become large and costly.

You will assume the role of a resident who needs to submit a request for service.

1. In a browser, go to the Sign Request form.
2. Select a request type.
3. Set the service request location either by searching for an address or clicking the map.
4. Optionally, provide any details about the service request.
5. Optionally, take or attach a photo.
6. Select Yes to include contact information and provide a name, phone number, and email address.
7. Complete the form, and then click Submit.

Manage operations

Operations and maintenance supervisors frequently manage complex operations around the inspection and maintenance of signs and poles, and delegating related field assignments to mobile workers. Sharing near real-time information between the field and the office is also critical to running operations smoothly and efficiently.

You will now assume the role of an operations and maintenance supervisor responsible for organizing routine and ad hoc inspections and maintenance activities.

Monitor conditions

In this workflow, you will monitor conditions.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Sign Management Center app.

   The Sign Management Center app Home page displays metrics that help you understand your organization's sign collection. It also displays requests for service that need to be addressed and work that needs to be assigned to mobile workers.

2. In the upper right, click Signs to open the Signs page.
3. Review the high-level sign metrics, such as Inspected and Condition.
4. Use the charts to filter and explore inspections and maintenance activities.

   Note:

   Dashboard charts are linked. If you click a condition in the Condition chart or a month on the By Month tab in the Last Inspected charts, related details are filtered and updated in other elements in the dashboard.

5. On the map, use the select tool to select a sign.

   Note:

   Map selections are linked. If you select a sign in the map, related details are filtered and updated in other elements in the dashboard.

6. In the Sign Collection feature details pane, click Create Assignment.

   The Assignments page opens in another tab.

7. Choose an Assignment Type and assign a mobile worker.
8. Optionally, modify the Priority, Due Date, Description, or other assignment details.
9. When you're finished, click Create Assignment, then close the Assignments page and return to the Signs page.
10. On the left, click the arrow to display the filter panel, and then use filters to explore the sign collection by type, MUTCD code, condition, date installed or inspected, or other specification.

    Tip:

    To pin the filter panel, click the pin in the upper-right corner.

11. At the bottom-left corner, click Poles.
12. Repeat these steps to filter and explore inspections and maintenance activities for poles in your collection.

    Tip:

    To turn off the Signs layer, click the Layers button in the top-right corner of the map and toggle the visibility of the layer.

Respond to and monitor requests for service

In this workflow, you will respond to and monitor service requests.

1. In the upper right of the Sign Management Center app, click Requests and choose Manage.
2. In the Sign Requests table, click the Status column filter, and then for Status is, choose Submitted to view requests for service with a submitted status.
3. Click the Submitted On column header and choose Sort in descending order.
4. Click a service request feature.

   Its details open at the bottom left.

5. In the details, on the Details tab, click the Edit Record button .
6. For Status, choose Received.
7. Click Save.
8. In the Sign Requests table, click the Status column filter, and then for Status is, choose Received to view requests for service with a received status.

You will create an assignment so that the request for service can be addressed by mobile workers.

9. In the table, click the service request feature to view its details.
10. On the Details tab, click Create Assignment.

    The Assignments page opens in another tab.

11. Choose an Assignment Type and assign a mobile worker.
12. Optionally, modify the Priority, Due Date, Description, or other assignment details.
13. When you're finished, click Create Assignment, and then close the Assignments page and return to the Manage page.
14. In the upper right, click Requests and choose Monitor.
15. Use the charts to filter and explore active and resolved requests for service.

    Dashboard charts are linked. As you click and select a category in one chart, related details are filtered and updated in other charts on the service request to allow a manager to identify issues and areas that need attention.

Manage field assignments

In this workflow, you will manage field assignments.

1. In the upper right, click Assignments.
2. Close the Create Assignment window that initially appears on the left.
3. At the bottom of the pane, click the Assignments tab.
4. From the list of assignments, click an assignment, if present.
5. In the upper left, click Assign and choose a mobile worker who will complete the work if one has not been assigned yet.
6. Optionally, click the Edit button to modify the Priority, Description, or other assignment details.
7. When you're finished, click Save.
8. Click the back button.
9. On the map, select a sign or pole and review its information, and then click + Create Assignment.

   Tip:

   You can also use the search box on the map to search by address, place, or sign or pole ID.

10. Choose an Assignment Type and assign a mobile worker.
11. Optionally, modify the Priority, Due Date, Description, or other assignment details.
12. Click Create Assignment.

View sign collection

Understanding the current status and condition of roadway signs is critical for an organization to plan for future improvements and projects.

In this workflow, you will assume the role of a traffic engineer who needs to understand the current conditions of the community's sign collection in order to determine improvements needed for new and existing roadways.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Sign Management solution.
2. View the Sign Viewer app.

   The Sign Viewer app opens in a new tab.

3. In the left panel, on the Home tab, review the information.
4. Click the Sign Details tab, and then on the map, select a sign.

   Details about the sign that you selected appear in the left panel.

5. Review the sign's information, such as its install date, MUTCD code, and condition.

The Details pane also displays recent inspection and maintenance activities recorded by the organization.

6. Click the Pole Details tab, and then on the map, select a pole.

   Details about the pole that you selected appear in the left panel.

7. Review the pole's information, such as its install date, type, and condition.

   The Details pane also displays recent inspection and maintenance activities recorded by the organization.

8. On the map, at the lower left, click the globe.

   The Sign Viewer app displays a 3D scene of the sign collection.

9. In the 3D scene, click a sign or pole to view its information in the corresponding Details pane.