Use Walkout Survey

The Walkout Survey delivers a set of capabilities that helps you streamline the management of walkout surveys and quickly evaluate the feasibility of proposed broadband expansion projects.

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

Create broadband expansion project

Increasing broadband access to customers is crucial for communication organizations and public entities. Organizations need to be able to efficiently evaluate the feasibility of a new network expansion project. Creating and managing walkout survey projects allows organizations to save time and monitor the progress of projects.

Add a new project

In this workflow, you will assume the role an operations manager who wants to create a new walkout survey project.

1. Sign in to your ArcGIS organization and browse to the Walkout Survey Center web experience.
2. Open the item page and click View.
3. Click the Manage button in the app header to open Manage page.

   The Edit Project widget is opened by default, which allows you to create and edit existing walkout survey projects.

4. Use the Search widget to look for your area of interest and choose the appropriate address from the drop-down list.
5. On the Edit Project widget, type the name of the project in the Project Name field.

   Define the project name once and the Project Editor widget will add the project name to all new project features. Additionally, the project name cannot be changed one the project feature is created.

6. To create a Project Area, click the Proposed template.

   Note:

   The Project Area should always be created first.

7. On the map, draw a new Project Area.

   You are prompted with a Project Area form.

8. Fill in the form with the Project Area information.
9. Click Save to complete the Project Area creation workflow.
10. Repeat steps 6-9 to create a new Initial Route or follow the steps below to load an existing route into the walkout survey project.
    1. Open the Add Data widget, add an initial route to the map using the Search, URL or File tab.
    2. On the Edit Project widget, select the Initial Route template and from the drop-down below select Copy by rectangle.
    3. On the map select the route that you like to add to the project.
    4. Click Create Feature and update the Initial Route form with the necessary details.
    5. Click Save to complete the loading of the Initial Route workflow.
11. Repeat steps 6-9 to create a new Target Site.

Create a project package

In this workflow, you will assume the role of an operations manager who wants to create project package and provide it the field staff team to perform the walkout survey in the field.

Note:

You must be assigned a role of Administrator or custom role which includes the privilege to Create and edit notebooks in order to run an ArcGIS Notebooks and complete the following steps.

1. Verify you have the Walkout Survey Center web experience open.
2. Click the Manage button in the app header to open Manage page.
3. Open the Project Creator widget to and click the Project Creator button to open the Project Creator notebook.
4. Click Cell > Run All to load the project packaging form in this notebook.
5. Select the newly create project from the drop-down and click Create Project Package.
6. Click the Open Project Folder link to see the project items.
7. Check the check box next to each of the items below:

   Item	Name
   Feature Layer (hosted, view)	<Project Name>
   Web Map	Field Walkout Survey - <Project Name>

8. Click Share.
9. In the Share window, click Edit group sharing.
10. Check the box next to the group that you want to share the item with.
11. Click OK and click Save.

Assign walkout survey

The ability to perform walkout surveys requires field staff to be assigned to perform the assessment by the dispatcher. Assigning and tracking the field staff member performing the work allows the dispatcher to streamline field operations for the network expansion project.

In this workflow, you will assume the role of a dispatcher who wants to assign field staff with to perform a walkout survey.

1. Verify you have the Walkout Survey Center web experience open.
2. Click the Assign button in the app header to open Assign page.
3. Click + Assignments.
4. For Assignment Type, choose Field Assessment for high-level assessment or Field Survey for an in-depth walkout survey.
5. Click Search for an address and type the project name from the result to view its details and click + Create Assignment.
   1. Move the blue pin on the map to the desired start location of the walkout survey project.
6. Under Assigned to, click Assign and select the mobile worker who will complete the work.
7. For Priority, choose a priority level for the assignment.
8. Click Due Date, and in the date picker, choose the appropriate date as the due date and time for the assignment to be completed.
9. If you use a work order management system, in the ID field, type the work order number for this assignment.
10. In the Description text box, type all the information the mobile worker needs to know to complete their assignment.
11. Under Attachments, add any relevant attachments to the assignment.
12. Click Create Assignment to create the assignment and assign it to the mobile worker specified.

    The mobile worker receives the notification on their mobile device.

Conduct walkout survey

Performing a walkout survey is critical to determining if a proposed network expansion project is feasible. Field staff conduct walkout surveys to provide accurate and current information to determine the feasibility of network expansion projects.

In this workflow, you will assume the role of a field staff member who has been assigned to perform a walkout survey.

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

   The app opens, generating a route to your assignment.

8. In the assignment details, tap Start to begin working on an assignment.
9. In the assignment details, tap Take Photo to take and attach a photo.
10. Tap Attach to record video and audio and to attach other photos from your device.
11. Swipe up and tap Open in Field Maps.
12. Search for the Field Walkout Survey - <Project Name> map.
13. Tap the Field Walkout Survey - <Project Name> map to open it.
14. Browse to the collection location.
15. Tap Add and tap General Assets.
16. Tap Edit.
17. Swipe up on the form and tap Notes to provide any important information about the asset.
18. Swipe down and tap Add Point.
19. 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.

20. Add the asset to the walkout survey project by tapping Related button the tap Add.
21. Provide any notes about the specific asset for this project and click Submit.

    The asset has now been added to the walkout survey project.

22. Tap the Project Area polygon on the map then tap the Related button and select Walkout Survey Observation, Fielded Route or Target Site.
23. Add the selected feature to the map.

    Learn more about capturing features

24. Tap the Project Area polygon on the map, tap the Related button the select Project Table.

    This table provides a list of all the assets collected for this specific walkout survey project.

25. After you have finished collecting data, return to Workforce.
26. To pause, decline, or reset the assignment, tap the Overflow button and tap the appropriate status, or tap Cancel.
27. In the assignment details, tap Finish when you have completed the assignment.
28. 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.

Monitor project progress

The process of performing walkout surveys is critical to expansion project moving forward. Monitor the progress of the field survey helps the operations manager to quickly evaluate the route expansion feasibility.

In this workflow, you will assume the role of an office staff member who wants to perform a walkout survey.

1. Verify you have the Walkout Survey Center web experience open.
2. Click the Monitor button in the app header to open the Monitor page.
3. Use the Project Status and Project Creation Date filters to filter walkout survey projects.
4. On the Project Details tab, review the Project Information list and click on a project.

   Click a project from the list filters the Pole Information tab and the General Assets section.

5. On the Pole Information tab, review the high-level metrics for poles collected during walkout surveys.
6. Use the Pole Type and Violation charts to filter the Pole Information list.

   Note:

   Dashboard charts are linked when clicking on charts related details are filtered and updated in other elements in the dashboard.

Update project status

Once the survey has been performed and completed the status of the project can be updated to reflect the progress. The ability to update the status streamlines the workflow and lets all in your organization know the current state of the project.

In this workflow, you'll assume the role of an office staff member who wants to manage walkout survey project projects.

1. Verify you have the Walkout Survey Center web experience open.
2. Click the Manage button in the app header to open Manage page.
3. Open the Filter Project widget and select Project Name or Status to filter the map.
4. To update the status of a project open the Edit Project Status and click on the project area on the map that you would like to update.
5. To update the status of the walkout survey project, select a new status from the drop-down list.

   This updates all related features with a status field. If the status is set to an archived status it will be filtered from the map.