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Configure Adopt-A-Catch Basin

In this topic

  1. Load data
  2. Configure the Adopt-A-Catch Basin site
  3. Schedule Catch Basin Volunteer Notebook
  4. Update approved volunteer email message
  5. Add team question to volunteer application
  6. Modify service request types

Adopt-A-Catch Basin can be used to operate catch basin adoption programs that allow volunteers to adopt storm drains and clean them for the community.

In this topic, you will learn how to configure the Adopt-A-Catch Basin solution to meet specific needs in your organization.

Load data

The Adopt-A-Catch Basin solution is built on the same foundational feature layer, StormwaterSystem, as the Stormwater Data Management solution. If you have also deployed the Stormwater Data Management solution, you can use that solution to manage catch basins and other stormwater assets. As a shared service between the two solutions, the Catch Basin layer within the StormwaterSystem feature service is used by the Adopt-A-Catch Basin solution for public asset adoption and service requests.

If you are using another system for managing catch basin assets and want to use the Adopt-A-Catch Basin solution for public asset adoption and service requests, you must load catch basin assets into the StormwaterSystem feature layer. You must also update every catch basin's adoption status and public view settings for assets that are meant to be adopted by the public.

Load catch basins from a shapefile or file geodatabase

To load catch basins from a shapefile or file geodatabase, complete the following steps:

  1. Create a .zip file of your shapefile or file geodatabase.
  2. Sign in to your ArcGIS organization and browse to the StormwaterSystem feature layer.
  3. From the item page, click Update Data.
  4. Follow the steps in the Update data wizard to load your data.
    5. Tip:

    For more information about uploading data, see Manage hosted feature layers—Append data to layers.

Update catch basin attributes

The StormwaterSystem feature layer contains three feature layer views used by various apps in the solution to display different catch basins based on their adoption status, public visibility, the identity of the adoptee, and any recent activity completed by volunteers on adopted catch basins. The following steps describe how to set initial, default values for adoption status and public visibility for all of your catch basins prior to sharing the solution with the public.

To update the Adoption Status and Publicly Visible fields, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the StormwaterSystem feature layer.
  2. Open the item page and click the Data tab.
  3. Click the Adoption Status column.
  4. Click Calculate.
  5. On the Calculate Field dialog box, choose SQL.
  6. Enter the following expression: 'Available'.
  7. Click Calculate.
  8. Click Close.
    Note:

    Refresh the page to see the updated values in the table.

  9. Click the Publicly Visible column.
  10. Click Calculate.
  11. On the Calculate Field dialog box, choose SQL.
  12. Enter the following expression: 'Yes'.
  13. Click Calculate.
  14. Click Close.
    Note:

    Refresh the page to see the updated values in the table.

Configure the Adopt-A-Catch Basin site

The Adopt-A-Catch Basin solution includes the Adopt-A-Catch Basin ArcGIS Hub site. This site can be configured with your organization's branding and used to share information about the Adopt-A-Catch Basin program with the public.

Update with organizational information

After deploying the Adopt-A-Catch Basin solution, the Adopt-A-Catch Basin Hub site layout requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Catch Basin site.
  2. From the item page, click Configure.
  3. Scroll to any sections that you want to update, hover over the card, and click the edit pencil Edit that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
  4. In the side panel, click Footer.

    A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

  5. Click the HTML box.

    The HTML window appears.

  6. Make the necessary changes and click Apply.
  7. Click Save.
  8. Click the Save drop-down arrow and click Publish Draft.

Share items with the public

Several layer views, maps, and apps included in the Adopt-A-Catch Basin solution must be shared with everyone so they can be accessed by the public on the Adopt-A-Catch Basin site.

To share items with the public, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Catch Basin folder.
  2. Next to each of the following items, check the check box:

    NameItem type

    CatchBasins_public

    Feature layer (hosted, view)

    CatchBasinVolunteers_public

    Feature layer (hosted, view)

    Requests_submit

    Feature layer (hosted, view)

    Catch Basin Viewer

    Web Map

    Catch Basin Viewer

    Instant App

    Catch Basin Request

    Form

    Adopt-A-Catch Basin

    Hub Site Application
  3. Click Share.
  4. In the Share window, click Everyone (public) and click Save.

    The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

  5. Click Update.

Share the volunteer application form with the Hub community group

The Adopt-A-Catch Basin solution is used to cultivate a volunteer workforce to clear adopted catch basins in your community.

To apply to the Adopt-A-Catch Basin volunteer program, a user must have a community user account and be signed in to the Adopt-A-Catch Basin site. To grant access to the Catch Basin Volunteer Application form, share the form and the CatchBasinVolunteers_submit feature layer to the Hub Community Members group. This group is automatically created during Hub Premium activation and contains all members of your community organization. As new community members join, they will be automatically added to this group and will have access to the Catch Basin Volunteer Application form.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Catch Basin folder.
  2. Next to each of the following items, check the check box:

    NameItem type

    Catch Basin Volunteer Application

    Form

    CatchBasinVolunteers_submit

    Feature layer (hosted, view)

  3. Click Share.
  4. In the Share window, click Edit group sharing.
  5. Check the Hub Community Members group check box.
    6. Note:

    The Hub Community Members group will only be available to users who were administrators of the organization when Hub Premium was activated. If you don’t see this group, work with the Hub Community organization administrator to get access to this group.

  6. Click Apply and click Save.

Schedule Catch Basin Volunteer Notebook

Volunteer coordinators use the Adopt-A-Catch Basin site's Manage Program page to approve volunteers. The Catch Basin Volunteer Notebook grants volunteers access to the program and sends an email welcoming volunteers to the program.

Follow the steps below to schedule the Catch Basin Volunteer Notebook to run as a scheduled task.

Note:

You must be assigned a role of Administrator or custom role that includes the privilege to create, edit, and schedule notebooks to run and schedule ArcGIS Notebooks notebooks and complete the following steps.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Catch Basin Volunteer Notebook item.
  2. Open the item page and click Open Notebook.
  3. Click Tasks.
  4. Click Create Task.
  5. For Title, type Adopta-A-Catch Basin Task and click Next.
  6. Configure the task to run nightly by selecting Day from the Repeat Type drop-down menu and selecting 1 - Every Day from the Repeat Interval drop-down menu.
  7. Select a Time value for the task to run at 3 a.m.
  8. Click Create Task to finish scheduling the notebook.

Update approved volunteer email message

Newly approved volunteers will receive an email with instructions on how to adopt catch basins in their community as well as general guidance about the activities they can perform when clearing a catch basin. Your organization may want to update this message to include contact information or other links related to your organization.

Optionally, complete the following steps to update the message your volunteers will receive when they are approved for the program.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Approved Catch Basin Volunteers group.
  2. On the Overview tab, the group Description section contains a message sent to newly approved volunteers.
  3. Optionally, click Edit in the Description section to modify the message to your organization's needs. When you are finished, click Save.

Add team question to volunteer application

The Adopt-A-Catch Basin solution can be configured to support teams of volunteers, enabling volunteers to track their collective efforts through their team.

Follow the steps below to configure the Catch Basin Volunteer Application form to allow approved volunteers to join a team.

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  3. Click Catch Basin Volunteer Application to download the survey.
  4. In the Download window, click Download and click OK.
  5. Click Catch Basin Volunteer Application to open the survey.
  6. On the left, from the side toolbar, click the XLSForm button.
  7. In the Microsoft Excel spreadsheet, click the survey tab if not already active.
  8. In the appearance column for the team_existing question (cell F17), replace the URL with the feature service URL of the CatchBasinVolunteers_public feature layer, Volunteers layer, that was deployed with the solution.

    Ensure the URL inserted references the feature layer index of the Volunteers layer, and the URL's WHERE statement remains intact. The below demonstrates what cell F17 will look like after updating:

    search ("volunteers?url=[your URL]/FeatureServer/0?where=status%3D%27Approved%27")

  9. Delete rows 14 and 19 from the spreadsheet.

    These rows referenced a hidden group in the form. By removing these rows, the Catch Basin Application form will now display the fields necessary to allow volunteers to join an existing team or create a team.

  10. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  11. Click Publish survey to publish your changes, and then click OK.

Modify service request types

The Adopt-A-Catch Basin solution can be used to solicit requests for service from the general public. Service request types appear in the Catch Basin Request ArcGIS Survey123 form.

The Adopt-A-Catch Basin solution includes several service request types. In some cases, you may want to modify service request types to meet your organization’s needs. Follow the steps below to configure the request types in the Catch Basin Request form.

  1. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  2. Click Catch Basin Request to download the survey.
  3. In the Download window, click Download and click OK.
  4. Click Catch Basin Request to open the survey.
  5. On the left, from the side toolbar, click the XLSForm button.
  6. At the bottom of the Microsoft Excel spreadsheet, click the choices tab.

    This tab comprises all the selectable options for survey questions.

  7. In the list_name column, type reqtype.
  8. Type the new service request type into the name and label columns.
  9. Repeat steps 7 and 8 for each new service request type.
  10. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  11. In ArcGIS Survey123 Connect, in the left toolbar, click Publish to publish your changes.
  12. Click Publish survey to publish your changes, and then click OK.

Update feature layer view

The Requests_catchbasin feature layer view is configured with a filter to only show catch basin related request types. This ensures that only catch basin related requests display in the Adopt-A-Catch Basin Manager app. If you added new request types to the Catch Basin Request form, you must add these request types to the filter on the layer view.

To update the filter expression on the Requests_catchbasin view, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Requests_catchbasin feature layer.
  2. Open the item page and click the Settings tab.
  3. Click Update View.
  4. Click the Requests layer.
  5. Click Edit filter.
  6. Under Request Type, click Select values.
  7. Check the request types to display in the view and click Done.
  8. Click the Filter back arrow.
  9. Click the Layer definitions back arrow.
  10. Click Update.

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In this topic
  1. Load data
  2. Configure the Adopt-A-Catch Basin site
  3. Schedule Catch Basin Volunteer Notebook
  4. Update approved volunteer email message
  5. Add team question to volunteer application
  6. Modify service request types