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Configure Business Inclusion

In this topic

  1. Load data from a spreadsheet
  2. Populate operational hours
  3. Modify business designations
  4. Configure Business Inclusion locators
  5. Configure Business Program Manager
  6. Modify surveys
  7. Configure the Business Inclusion site

Business Inclusion can be used to engage woman, veteran and BIPOC (Black, Indigenous and People of Color) owned businesses and support their retention and expansion in a community.

In this topic, you will learn how to configure the Business Inclusion solution to meet specific needs in your organization.

Load data from a spreadsheet

Business Inclusion can be used by economic development agencies to connect with and promote local businesses. The solution is designed to allow business owners to be able to list and update their own business details. If needed, existing business listings can be bulk loaded and maintained by economic development staff.

To load data from a spreadsheet, complete the following steps:

  1. Sign in to your ArcGIS organization and browse to the BusinessListingLocations item.
  2. From the item page, click Download.
  3. Open the BusinessListingsLocations file and edit it with your information.
    Note:

    Ensure that the name of spreadsheet is BusinessListingLocations and do not change any field names.

  4. Save and close the file.
  5. In your ArcGIS organization, browse to the BusinessListing hosted feature layer.
  6. From the item page, click Update Data.
  7. Follow the steps in the Update data wizard to load your data.
    8. Tip:

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

Populate operational hours

This solution leverages the Opening Hours Specification to display operating hours for a place or service. When you populate the data fully, Arcade expressions interpret the data and display the operating hours in a human-readable format in the map pop-up. Understanding the data specification and options in the Arcade expressions will help you populate your data and display it in the maps and apps provided with the ArcGIS Solution.

Operating Hours Specification

The Operating Hours Specification allows you to store a combination of operating hours in a single field but relies on a series of data standards to render the information correctly. To ensure operating hours are displayed correctly, follow the standards below:

  • Enter all times using a 24-hour clock without a leading 0—for example, Tu (7:00-19:00).
  • Use a two-letter abbreviation for each day, with the first letter capitalized—for example, Mo, Tu, We, Th, Fr, Sa, Su.
  • When a location is open 24 hours a day, use 24 Hours—for example, Mo (24 Hours).
  • When a location is closed on a specific day, use Closed—for example, Sa-Sun (Closed).
  • Enclose all times and closed statuses in parentheses—for example, Tu (7:00-19:00); We-Mo (Closed).
  • Separate days and ranges with a semicolon to denote the two (or more) groups—for example, Th-Fr (7:00-19:00); Sa (24 Hours).

Using the standards above, a diverse set of operating hours can be populated for your places and services. Some common examples include the following:

  • To specify the place is open from 9:00 a.m. to 5:00 p.m. seven days a week, populate the operating hours field with the following: Mo-Su (9:00-17:00).
  • To specify the place is open from 9:00 a.m. to 5:00 p.m. during the week and closed on weekends, populate the operating hours field with the following: Mo-Fr (9:00-17:00); Sa-Su (Closed).
  • To specify the place is open one day (Tuesday) a week, populate the operating hours field with the following: Tu (7:00-19:00); We-Mo (Closed).
  • To specify the place has operating hours that vary by day, populate the operating hours field with the following: Mo-Tu (9:00-17:00); We (Closed); Th-Fr (7:00-19:00); Sa (24 Hours); Su (Closed).

Operating hours data can be populated all at once for many places and services using Calculate field values or uniquely entered for each place or service using an application provided with the solution.

Arcade expressions

The Arcade expressions include several settings that allow you configure the look and feel of the operating hours when they are displayed in the web map pop-up. The expressions work with the operating hours data and web map pop-up configurations to display current operating hours in your map and app.

This solution uses three Arcade expressions: Hours, Days, and Open/Closed. To modify one of these expressions, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Inclusion Locator map.
  2. Open the item page and click Open in Map Viewer Classic.
  3. Click More Options and click Configure Pop-up on the business listing layer.
  4. Under Attribute Expressions, double-click the Arcade expression you want to modify.
    Note:

    Each Arcade expression has a set of variables that can be configured according to your organization’s needs. Review the expression notes and modify the variables as needed. Do not change anything else in the expressions.

  5. Click OK.

Modify business designations

The Business Inclusion solution is designed to promote woman, veteran and BIPOC owned businesses . However, organizations may want to alter these business designations to align with their business inclusion program.

Add new designations

The solution leverages feature layers and feature layer views populated by Business Listing and Business Inclusion Survey. To add a new designation, start by adding the fields to the BusinessListing and BusinessInclusionSurvey feature layers and exposing the new fields in the appropriate feature layer views.

To add one, or more, fields to a layer and update the feature layer views, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the BusinessListing or BusinessInclusionSurvey  layer.
  2. Add one or more fields to the layer.
  3. Once complete, navigate to the corresponding feature layer view in your contents.
  4. Click the Open in Map Viewer Classic down arrow, then Add to new map.
  5. Click the More Options ellipses on the appropriate layer or table, then click Set View Definition.
  6. Click Define Fields.
  7. Scroll to the newly created field, check the box, and click Apply.

    The new field is added to the view’s definition.

  8. Repeat steps 1-7 as needed.

Update surveys

After adding the new fields, you must add the new designations to the Business Listing and Business Inclusion Survey surveys.

To modify a survey in the Business Inclusion solution, complete the following steps:

  1. Install Survey123 Connect.
  2. Start Survey123 Connect and sign in to your ArcGIS organization.
  3. Click Business Listing to download the survey.
    Note:

    The Business Listing form is an example. The steps below are similar for the Business Inclusion Survey.

  4. In the Download window, click Download and click OK.
  5. Click Business Listing again to open the survey.
  6. On the side toolbar, click the XLSForm button.
  7. Revise the business designation fields using the new fields added to the feature layer.
  8. Click the settings tab, in the submission_url column enter the BusinessListing_listing hosted feature layer view item URL.
    Note:

    To create this URL, concatenate the Item ID with the portal Content Root. The Item ID can be found at the end of the URL immediately following ?id=. For an ArcGIS Online item, the URL looks like: https://www.arcgis.com/sharing/rest/content/items/21a6c530b31a4523bdff7gg94c9c5d9a.

  9. Save the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  10. In Survey123 Connect, click Publish in the left pane to publish your changes.

Update maps

Next, you will need to add the new designations to the Business Inclusion Locator, Business Listing Manager, Business Program Manager and Business Inclusion Survey Dashboard maps.

To modify the maps in the Business Inclusion solution, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Listing Manager map.
  2. Open the item page and click Open in Map Viewer Classic.
  3. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up. Click Configure Attributes.
  4. Scroll to the newly created fields, check the box for Display and then click OK, OK and Save.
  5. Browse to the Business Inclusion Survey Dashboard map and click Open in Map Viewer Classic.
  6. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up. Click Configure Attributes.
  7. Scroll to the newly created fields, check the box for Display, and then click OK.
  8. Click Configure, find and change the existing business designations in the pop-up to reflect changes. Click OK, OK and Save.
  9. Browse to the Business Program Manager map and click Open in Map Viewer Classic.
  10. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up. Click Configure Attributes.
  11. Scroll to the newly created fields, check the box for Display and Edit. Click OK.
  12. Find the Attribute Expression for the Business Inclusion Survey Email button, click Configure Expression. Change the business designations referenced to reflect changes. Click OK, OK and Save.
  13. Browse to the Business Inclusion Locator map and click Open in Map Viewer Classic.
  14. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up. Click Configure Attributes.
  15. Scroll to the newly created fields, check the box for Display, and then click OK, and OK.
  16. Click Filter under the Local Businesses layer. Edit the expressions to reflect changes. Click Apply Filter and Save.

Update applications

Finally, you will need to configure filters for the new designations to the Business Inclusion Locator app.

To modify the Business Inclusion Locator, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Inclusion Locator app.
  2. Open the item details page and click Configure App.
  3. Close the Welcome to the App Setup Page splash page, if necessary.
  4. In the left side panel, make sure you are in Full Setup mode and click Nearby.
  5. Click Filter and select Local Businesses in the Select Layer drop-down.
  6. Edit the existing filters to reflect changes.
  7. Click Publish.
  8. Click Confirm.

Configure Business Inclusion locators

The Business Inclusion Locator and Employment Locator apps provide a way to promote businesses and employment opportunities. These apps have some common configuration options you may want to extend. They can be extended to allow directions from your current location or symbolized to promote specific business designations.

Configure directions and legend

The apps can be configured to provide directions to the nearest location. To configure the locator apps in the Business Inclusion solution, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Inclusion Locator app.
  2. Open the item details page and click Configure App.

    Close the Welcome to the App Setup Page splash page, if necessary.

  3. In the left side panel, click Interactivity.
  4. If you are in Full Setup mode, click Results and click the Show directions toggle button.
  5. If you are in Express Setup mode, click the Show directions toggle button.
  6. If you are in Full Setup mode, click About and click the Legend and Open legend when app loads toggle buttons.
  7. Click Publish.
  8. Click Confirm.

    The Authorize premium content window will appear indicating the number of credits consumed.

  9. Click Authorize.
  10. Click Launch.
  11. Browse to the Employment Locator app and repeat steps 2-10.

Configure Business Program Manager

The Business Program Manager app can be used to manage businesses that enroll in the Business Inclusion or Coronavirus Small Business Recovery programs.

The Business Program Manager web map pop-up includes a series of buttons that can be used to send a Business Inclusion Survey or Small Business Impact Survey to program participants. Review the pop-up configuration and adjust as necessary to fit the needs of your business program.

Send Small Business Impact Survey

If the Business Program Manager app is deployed with the Business Inclusion solution, the Send Business Inclusion Survey button will be configured for you when you deploy the solution. If you already deployed the Coronavirus Small Business Recovery solution, you can add the Small Business Impact Survey to the Business Program Manager app configuration.

To configure the Send Small Business Impact Survey button, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and have deployed the Coronavirus Small Business Recovery solution.
  2. Navigate to the Small Business Impact Survey form in your contents.
  3. Copy the item ID.
    Note:

    The item ID can be found in the item’s URL immediately following ?id=. If you double-click the ID in the URL, it will highlight just the ID.

  4. Navigate to the Business Program Manager web map item details page.
  5. Click the Open in Map Viewer Classic down arrow, then Add to new map.
  6. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up.
  7. Under Attribute Expressions, scroll to Small Business Impact Survey Email expression. Click the expression and click Configure Expression.
  8. Replace the item ID on line 3 with the copied ID from step 3. Click OK.
  9. Click OK and save the map.

Remove Small Business Impact Survey button

To remove the Send Small Business Impact Survey button, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Program Manager web map in your contents.
  2. Click the Open in Map Viewer Classic down arrow, then Add to new map.
  3. Click the More Options ellipses on the Local Businesses layer, then click Configure Pop-up.
  4. Click Configure, highlight and delete the text for the Send Small Business Impact Survey button. Click OK.
  5. Click OK and save the map.

Modify surveys

The Business Inclusion solution includes a series of surveys (Business Listing and Business Inclusion Survey) that can be used by business owners to promote and provide feedback about their business. However, organizations may want to alter these surveys to align with their business inclusion program. Review the preconfigured questions in each survey and align with your business inclusion program as necessary.

To configure the Business Inclusion surveys, complete the following steps:

Add fields

The solution leverages feature layers and feature layer views populated by Business Listing and Business Inclusion Survey. To add new survey questions, start by adding the fields to the BusinessListing and BusinessInclusionSurvey feature layers and exposing the new fields in the appropriate feature layer views.

To add one, or more, fields to a layer and update the feature layer views, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the BusinessListing or BusinessInclusionSurvey  layer.
  2. Add one, or more, fields to the layer.
  3. Once complete, navigate to the corresponding feature layer view in your contents.
  4. Click the Open in Map Viewer Classic down arrow, then Add to new map.
  5. Click the More Options ellipses on the appropriate layer or table, then click Set View Definition.
  6. Click Define Fields.
  7. Scroll to the newly created field, check the box, and click Apply.

    The new field is added to the view’s definition.

  8. Repeat steps 1-7 as needed.

Modify surveys

To modify a survey in the Business Inclusion solution, complete the following steps:

  1. Install Survey123 Connect.
  2. Start Survey123 Connect and sign in to your ArcGIS organization.
  3. Click Business Listing to download the survey.
    Note:

    The Business Listing form is an example. The steps below are similar for the Business Inclusion Survey.

  4. In the Download window, click Download and click OK.
  5. Click Business Listing again to open the survey.
  6. On the side toolbar, click the XLSForm button.
  7. Revise the survey to reflect your needs.
  8. Click the settings tab, in the submission_url column enter the BusinessListing_listing hosted feature layer view item URL.
    Note:

    To create this URL, concatenate the Item ID with the portal Content Root. The Item ID can be found at the end of the URL immediately following ?id=. For an ArcGIS Online item, the URL looks like: https://www.arcgis.com/sharing/rest/content/items/21a6c530b31a4523bdff7gg94c9c5d9a.

  9. Save the Microsoft Excel spreadsheet and preview your changes in Survey123 Connect.
  10. In Survey123 Connect, click Publish in the left pane to publish your changes.

Configure the Business Inclusion site

The Business Inclusion solution includes the Business Inclusion ArcGIS Hub site. This site can be configured with your organization's branding and used to share information with the public.

Update with organizational information

After deploying the Business Inclusion solution, the Business Inclusion Hub site layout only 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 Business Inclusion 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 Business Inclusion items

When you deploy the Business Inclusion solution, it creates a Business Inclusion site and two groups (Business Inclusion Core Team and Business Inclusion Followers) in your ArcGIS organization. Several layer views, maps, and apps included in the Business Inclusion solution must be shared with business owners before inventorying and surveying businesses. Sharing the appropriate maps and apps with the Followers group created with the initiative will allow business owners to access them after creating a community account.

To share items with the appropriate groups, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Business Inclusion folder.
  2. Next to each of the following items, check the check box:

    NameItem type

    Business Listing Manager

    Web Mapping Application

    Business Listing

    Form

    Business Inclusion Survey

    Form

    Business Listing Manager

    Web Map

    BusinessInclusionSurvey_survey

    Feature layer (hosted, view)

    BusinessListing_listing

    Feature layer (hosted, view)

  3. Click Share.
  4. In the Share window, click Edit Group Sharing.
  5. Click Business Inclusion Followers and click OK.
  6. Click Save.
    7. Next, you'll share items with the public.
  7. Next to each of the following items, check the check box:

    NameItem

    BusinessListing_public

    Feature layer (hosted, view)

    LandmarkFacilities_public

    Feature layer (hosted, view)

    EmploymentResources_public

    Feature layer (hosted, view)

    Business Inclusion Locator

    Web Map

    Employment Locator

    Web Map

    Business Inclusion Locator

    Instant App

    Employment Locator

    Instant App

    Business Inclusion

    Hub Site Application

  8. Click Share.
  9. 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.

  10. Click Update.

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In this topic
  1. Load data from a spreadsheet
  2. Populate operational hours
  3. Modify business designations
  4. Configure Business Inclusion locators
  5. Configure Business Program Manager
  6. Modify surveys
  7. Configure the Business Inclusion site