Configure Catch Basin and Outlet Inspections

Catch Basin and Outlet Inspections can be used to streamline the inspection of catch basins and outlets.

In this topic, you'll learn how to configure the Catch Basin and Outlet Inspections solution to meet specific needs of your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Add members to groups in your organization

Catch Basin and Outlet Inspections includes three groups designed to help managers organize their members based on their privileges and their work.

Add users to groups

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

1. In a browser, sign in to your ArcGIS organization and verify that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Browse to a group and click it to open the group page.
4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
5. On the Overview tab, click Invite members.
6. Check the check box next to the members that you want to add and click Add members to group.
7. Repeat these steps for each group that you need to add members to.

For members to fully use the maps and apps provided with the solution, they must have at least the following minimum user types:

Group name	User type
Catch Basin and Outlet Inspections Editor Group	Contributor
Catch Basin and Outlet Inspections Office Users Group	Viewer
Catch Basin and Outlet Inspections Mobile Users Group	Mobile Worker

Load data

This solution deploys with the StormwaterSystem feature layer from the Stormwater Data Management solution. If you are using the Catch Basin and Outlet Inspections solution independently from the Stormwater Data Management solution and don't have your data loaded, you will need to load data into the catch basin and the outlet layers.

Load data from a shapefile or file geodatabase

Catch basin and outlet data must be loaded into the StormwaterSystem layer before using the Catch Basin and Outlet Inspections solution.

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

1. Create a .zip file of your shapefile or file geodatabase.
2. Verify that you are signed in to your ArcGIS organization and browse to the StormwaterSystem feature layer.
3. From the item page, select the Catch Basin sublayer.
4. From the item page, click Update Data.

   Tip:

   You may need to click the expand button to see all options.

5. Follow the steps in the Update data wizard to load your data.

Tip:

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

6. Repeat these steps to load data into the Outlet feature layer.

Extend inspection tables schema

The Catch Basin and Outlet Inspections solution includes a notebook to extend the catch basin and outlet inspections table schemas.

Note:

You must be assigned a role of Administrator or a custom role that includes the privilege to create and edit notebooks to run an ArcGIS Notebooks and complete the workflow below.

To extend the schema of the catch basin and outlet inspection tables from the Stormwater Data Management solution, complete the following steps:

1. Sign in to your ArcGIS organization and browse to the Extend Inspection Tables Schema notebook.
2. Click Open Notebook.
3. Click Cell and select Run All from the drop-down menu.

   The two source layers default to the Outlet Inspections Extend Schema: 1 and Catch Basin Inspections Extend Schema: 0. The target layers are Outlet_Inspection: 51 and Catch Basin Inspection: 25 as the target. All the fields should be shown, and the selector should be set to Fields to Add.

4. Click the Extend Schema button.
5. When all processes are complete, close the notebook.

Set the default map extent to your service territory

When the Catch Basin and Outlet Inspections solution is deployed into your organization, it uses the map default set in your organization. If this property has not been set, you may want to quickly update a few maps to your service territory manually to avoid having to pan and zoom to your area each time you open a map. To update the initial extent of the maps provided with this solution, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Catch Basin and Outlet Inspections Viewer map.
2. From the item page, click Open in Map Viewer.
3. Zoom the map to the desired extent, and then save the map.
4. Repeat these steps to change the extent of the Catch Basin and Outlet Inspections Field Editor and Catch Basin and Outlet Inspections Editor, Catch Basin Dashboard Map, and Outlet Dashboard Map web maps.

Add inspector names to a list (Optional)

When the Catch Basin and Outlet Inspections solution is deployed into your organization you have the ability to add a lists to a field that does not already have one in order to assist with enforcing data quality. One field you may want to consider adding a list to is the Inspector fields for the Catch_Basin_Inspection and the Outlet_Inspection tables.

To add a list to the Inspector field in the Catch_Basin_Inspection table, complete the following steps:

1. Verify that you are signed in to your ArcGIS Organization and browse to the StormwaterSystem layer.
2. From the item page, click on the Data tab.
3. From the Layer drop down, choose Catch_Basin_Inspection.
4. In the top right, click on Fields.
5. Click on the field Inspector.
6. Click Create List.
7. Enter the names of Stormwater inspectors to the list.

   Enter the same value in both the Label and the Code (stored value) fields.

8. Click Save.
9. Repeat steps 3 to 8, for the Outlet_Inspection table.

Note:

If you chose to add a list to the Inspector field you may also want to remove the calculated expression in the Catch Basin and Outlet Inspections Field Editor map which has been configured to set the Inspector name to the signed in user.