Configure Signal Management—ArcGIS Solutions

Signal Management can be used to collect roadway signals, cabinets, and poles, streamline inspection and maintenance activities, and understand asset conditions.

In this topic, you'll learn how to configure the Signal Management solution to meet specific needs of your organization.

Modify signal, cabinet and pole types

The Signal Management solution includes many types of common signals, cabinets and poles. In some cases, you may want to add additional signal, cabinet and pole types to the Signal Management solution to meet your organization’s needs. You will review the Signals, Cabinets and Poles layers in the TrafficControlDevices feature layer and identify the signal, cabinet, and pole types that your organization may want to add or remove from the Signal Management solution.

Update signal, cabinet and pole types

To update the domain lists, complete the following steps:

Sign in to your ArcGIS organization and browse to your TrafficControlDevices feature layer.
Open the item page and click the Data tab.
Click the Layer drop-down arrow and select Signals.
Click Fields.
Click the Signal Type display name.
In the List of Values (Domain) section, review existing signal types and identify ones that are not applicable and ones that are missing.
Click Edit next to List of Values (Domain).
Optionally, click Delete to remove a signal type from the list.
Optionally, to add a value, click Add, and then type the new signal type into the Label (displayed value) and Code (stored value) text boxes.
Repeat these steps to add any remaining missing Signal Types.
Optionally, drag the signal type to a new location in the list to reorder them. This will change their appearance in the drop-downs that appear in the Signal Editor.
Click Save.
Repeat these steps for additional Signals fields and the Poles and Cabinets layers by updating the Pole Type and Cabinet Type field's domain.

Configure signal maps

The Signal Management solution uses feature templates and unique symbology to simplify the collection and visualization of common signals. Organizations may want to configure their set of common signals by adding additional feature templates and updating unique symbols for additional signal types.

In this workflow, you will update feature templates used to define and simplify data collection for common signals and apply unique 2D and 3D symbology.

Update feature templates

First, you will create a feature template for a common signal, which simplifies data collection and creation by preconfiguring attributes. Signal feature templates are stored in the TrafficControlDevices feature layer and managed in Field Maps Designer.

To update feature templates, complete the following steps:

In a browser, sign in to your ArcGIS organization, and then browse to the Signal Editor map.
Click Open in Field Maps Designer.
Click Forms.
Click the Signals layer.
Click Templates.
A list of signal feature templates appears. You can reorder the template's position in the list, set the template's properties, or remove the template.
By default, each signal feature type in the Signal Management solution has one template that predefines the signal's attributes.
Note:
When accessing the templates, you might see a message that says "We accidentally left some of your fields behind". This message appears when fields have not been given a default value. To continue setting default values on templates, click Add fields.
To create a new feature template, hover over the All Other Signals template and click Duplicate.
A new feature template called Copy of All Other Signals is created.
To update the feature template, click Copy of All Other Signals.
The template's Properties panel appears on the right.
For the Display name, type the name of the signal type.
In the Default Values section, populate the signal template's default values.
Setting default values helps simplify data collection and creation.
Optionally, drag the template to a new location to reorder the list of templates.
Click Save .
Repeat these steps for each new signal template.
Optionally, repeat steps 4-11 to create feature templates for the Cabinets and Poles layers.
The feature templates and their default symbology are stored on the Signals layer. The feature templates will now be available to simplify data collection in apps such as Signal Editor. The Signal Management solution uses Scalable Vector Graphics (SVG) symbols configured within the web maps included with the solution. To apply unique symbology to the signal types used in the newly created feature templates in the Signal Management solution web maps, continue to the Update 2D symbology topic.

Update 2D symbology

The Signal Management solution uses Scalable Vector Graphics (SVG) symbols configured within the Signals layer. Many signal types include unique symbology. All other signals are given a default signal symbol in both 2D and 3D. Your organization may want to configure its set of common signals by adding unique symbols for additional signal types.

To add a unique symbol to signals used in the Signal Management, complete the following steps:

Verify that you are signed in to your ArcGIS organization and browse to the TrafficControlDevices feature layer.
Open the item page, and under Layers, click Signals.
Click Open in Map Viewer.
On the Settings (light) toolbar, click Styles .
In the Pick a style section, select Style options.
Scroll through the Signals layer's unique symbols and locate the Other section.
Browse to the desired signal type and click the checkbox and select Move to group.
Click Untitled group.
The value is moved into the group and is given a default symbol.
Click the symbol next to the desired signal type's value and use Symbol style to apply a unique symbol.
Optionally, drag the signal type to a new location to reorder the list of symbols.
Repeat these steps for each signal type to be uniquely symbolized.
Once you've symbolized each signal type, click the Overflow button for the Signals layer and click Save .
Optionally, repeat steps 1-12 to add unique symbols for the Cabinets and Poles layers based on their type.
Repeat the steps in this section for the TrafficControlDevices_view feature layer view that's used in Signal Viewer, Signal Management Dashboard and other apps .

Modify inspection and maintenance types

The Signal Management solution helps you assess signal, cabinet and pole conditions and record maintenance activities. Inspection details and maintenance types are defined on the TrafficControlDevices feature layer and appear in the Signal Editor when field staff are recording their work.

In some cases, you may want to modify inspection details and maintenance types to meet your organization’s needs.

To modify inspection and maintenance types, complete the following steps:

Sign in to your ArcGIS organization and browse to your TrafficControlDevices feature layer.
Open the item page and click the Data tab.
Click the Layer drop-down arrow and select Signals.
Click Fields.
Click the Condition display name.
In the List of Values (Domain) section, review existing values and identify ones that are not applicable and ones that are missing.
Click Edit next to List of Values (Domain).
Optionally, click the Delete button to remove a value from the list.
Optionally, to add a value, click Add, and then type the new code into the Label (displayed value) and Code (stored value) text boxes.
Repeat these steps to add additional values.
Optionally, drag the value to a new location in the list to reorder them to change their appearance in Signal Editor.
Click Save.
Click the Layer drop-down arrow and select Signal Maintenance.
Click the Maintenance type display name.
Repeat steps 6-12 to modify maintenance types.
Repeat these steps for the Poles, Cabinets, Pole Maintenance and Cabinet Maintenance layers, if necessary.

Administer field assignments

The Signal Management solution can be used to manage work such as data collection, inspections, and maintenance assigned to mobile workers. Assignment types appear in the Signal Assignments ArcGIS Workforce mobile app used by mobile workers as well as the Signal Assignments ArcGIS Workforce dispatcher view in the Signal Management Center app.

The Signal Management solution includes several assignment types. In some cases, you may want to modify assignment types to meet your organization’s needs. Mobile workers and dispatchers also need to be given roles in the Signal Assignments ArcGIS Workforce project.

To administer field assignments, complete the following steps:

Verify that you are signed in to your ArcGIS organization and click the Apps button in the header of the site.
From the app launcher, click Workforce to open the app.
Under Projects, hover over the Signal Assignments project and click Configure.
Click the Assignment Types tab.
In the Assignment Type section, review existing types and identify ones that are not applicable and ones that are missing.
In the Enter a new type text box, type a new assignment type, and then click +Type.
Click the Users tab.
From the Organization User drop-down menu, select a user to add to the project.
From the Project Role menu, assign the user either the dispatcher role or mobile worker role.
Click +User.
Click the Advanced tab.
Each assignment type is integrated to the Signal Editor, which allows field staff to access the Signal Editor from the ArcGIS Workforce app. As you add new assignment types, you may want to add the Signal Editor integration.
In the ArcGIS Field Maps integration list, click Edit on any of the existing Signal Editor integrations.
Check the box next to the new assignment type, and click Next.
Click Done.
Optionally, remove the ArcGIS Field Maps integration for assignment types that are not needed in your organization.
Removing the integration is necessary to remove the assignment type from the Signal Assignments ArcGIS Workforce project.
Click the Assignment Types tab.
To remove assignment types, click the X button.

Modify service request types

The Signal Management solution can be used to solicit signal requests for service from mobile workers as well as the general public. Service request types appear in the Signal Request ArcGIS Survey123 form.

The Signal Management solution includes two service request types. In some cases, you may want to modify service request types to meet your organization’s needs.

To modify service requests, complete the following steps:

Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
Click Signal Request to download the survey.
In the Download window, click Download and click OK.
Click Signal Request to open the survey.
On the left, from the side toolbar, click the XLSForm button.
At the bottom of the Microsoft Excel spreadsheet, click the choices tab.
This tab comprises all the selectable options for survey questions.
In the list_name column, type reqtype.
Type the new service request, type in the name and label columns.

Note:

Include the words "Traffic Signal" in new request types to ensure they display in the Signal Request Manager and Signal Request Dashboard apps.

Repeat steps 7 and 8 for each new service request type.
Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
In ArcGIS Survey123 Connect, in the left toolbar, click Publish to publish your changes.
Click Publish survey to publish your changes, and then click OK.

Publish a 3D signal layer

The 3D Signal Notebook can be used by mapping technicians to create and update a scene layer used to visualize traffic signals in 3D. Because multiple signals can be associated with an intersection, it can be challenging to view all the signals at a given location in 2D. 3D helps to visualize and communicate the signals along the roadway.

The Signal Management solution uses an ArcGIS CityEngine rule package (*.rpk) to visualize the signals in 3D. The rule package uses the following fields to generate the 3D symbol. If a field value is blank, the default value will be used.


Field	Description	Default
Signal Type	Type of signal	All Other Signals (other)
Mounting Method	If Pedestal is specified the signal is drawn on top of a pole	Other
Mounting Height	Height above ground measured to top of the signal	18
Mounting Height Units	Unit of measure of mounting height	Feet
Approach Direction	Direction of travel of vehicles approaching the signal	North

The rule package is configured with the same predefined set of common signal symbols as the 2D symbology.

Create a signal scene layer

The 3D Signal Notebook can be used to create and update a scene layer used to visualize traffic signals in 3D. The first time the notebook runs, it publishes a new scene layer and updates the Signal Viewer (3D) web scene to point to the new scene layer. This scene layer represents a static snapshot of the assets stored in the TrafficControlDevices feature layer. As new signals are added, updated, or removed from the TrafficControlDevices feature layer, you will need to re-run the notebook to refresh scene layer.

Subsequent runs of the notebook will publish a temporary scene layer using the latest features in the TrafficControlDevices feature layer, update the source of the original scene layer to point to the new scene layer, and clean up the temporary scene layer.

Note:

To complete this workflow, you must be assigned a role of Administrator or a custom role that includes the privilege to create, edit, and schedule ArcGIS Notebooks.

To create or update the signal scene layer, complete the following steps:

Verify that you are signed in to your ArcGIS organization and browse to the 3D Signal Notebook item.
Open the item page and click Open Notebook.
From the Cell menu, click Run All.
As the notebook runs, messages will be printed beneath each cell to indicate the progress. When finished, a message will state that the scene layer update is complete.
Exit the notebook and open the Signal Viewer app to view the 3D signals.
Note:
When you re-run the notebook and update the scene layer, you may need to clear your browser cache or open the browser in incognito or private mode to see the updated signals.

Schedule automatic updates

The notebook can be scheduled to run at a regular interval to update the scene layer to reflect the latest signal collection defined in the TrafficControlDevices feature layer.

To schedule automatic updates, complete the following steps:

Verify that you are signed in to your ArcGIS organization and browse to the 3D Signal Notebook item.
Open the item page and click Open Notebook.
Click Tasks.
Click Create Task.
For Title, type 3D Signal Task and click Next.
Set the schedule for your notebook to run.
Click Create to finish scheduling the notebook.

Add members to groups in your organization

Included with Signal Management are three groups designed to help managers organize their members based on their privileges and their work. The solution includes the following groups: Signal Maintenance, Signal Operations, and Signal Stakeholders.

To add members to the groups, complete the following steps:

In a browser, sign in to your ArcGIS organization.
Verify that you have privileges to manage member groups before continuing.
Click Groups at the top of the site.
Click the name of the group to open the group details page.
On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
Click the Overview tab and click Invite members.
Select the members you want to add and click Add members to group.
Repeat steps 3 through 6 for each group you need to add members to.


Group name	Information Products
Signal Maintenance	Signal Editor
Signal Operations	Signal Management Center
Signal Stakeholders	Signal Viewer

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