Configure Communications Pole Audit

Communications Pole Audit can be used to streamline the pole audit process and help ensure accurate information for attachment billing.

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

Load data

Communications Pole Audit works with the Communications Data Management solution, so any pole data present in that solution will be available in Communications Pole Audit. In some cases, you may need to load existing data into the solution before sharing the maps or applications. Review the maps and applications provided with the solution and determine what, if any, source data you want to load.

Append data

Follow these steps to upload a file to add features to or update features for the CommunicationsSystem feature layer:

1. Sign in to the organization as the owner of the hosted feature layer or as an administrator.
2. Open the item details page for the hosted feature layer.
3. Click Update Data on the CommunicationsSystem feature layer item's Overview tab.

   The Update data window appears.

4. Choose one of the following options and click Next:
   • Add features—Inserts new features from the file to the feature layer or inserts new rows to a table layer.
   • Update features—Uses the values in the file to update attribute values for existing rows in the layer. If the layer is a feature layer, you can also update feature locations.
   • Add and update features—Performs both of the actions described above.
5. If the hosted feature layer contains more than one layer, choose the Communications Pole layer to add to or update and click Next.
6. Use one of the following methods to specify the updated file:
   • Click Your device, browse to and select the file, and click Open.
   • Drag the file from your desktop or file explorer into the Update data window.
7. If the file is a zipped file, choose the file format and click Next.
8. Specify which fields in the file correspond to which fields in the layer and click Next.
The remaining steps vary depending on the update option you choose, the layer type you're updating, and what type of fields are present in the file.
9. If you are updating data, define which fields in the layer and the file uniquely identify each feature or row and which can be used to ensure the correct data from the file updates the correct feature or row in the layer.
10. If the file contains date values that store time in a time zone other than UTC, choose that time zone from the Time zone selection drop-down menu.

    This option is not available for OGC GeoPackage files.

11. If you are updating the data in a feature layer, choose one of the following options:
    • Attributes only—Updates nonspatial attribute values only
    • Geometries and attributes—Updates both spatial and nonspatial values

    Note:

    If you chose the Add and update features option, added features always contain both attributes and geometries.

12. If you are adding features or rows only (not updating), click Add and complete to append the features or rows. If you are updating only or updating and adding features or rows, click Update and complete.

    The size of the layer and which options you chose will affect the time it takes to apply updates. As soon as this process completes, the updated layer is available in maps, scenes, and dependent WFS layers and hosted feature layer views.

Provision users

Included with Communications Pole Audit are two groups designed to help managers organize their members based on their privileges and their work.

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

1. Sign in to your ArcGIS organization and that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Click the name of the group to open the group details pages.
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 members you want to add and click Add members to group.
7. Repeat these steps for each group that you need to add members to.

The provided groups are intended to be utilized by members with a minimum of the following user types in order to fully use the provided maps and apps:

Group name	User type
Pole Audit Coordinator	Creator
Pole Audit Field Users	Mobile Worker

Configure the Pole Audit Reporter ArcGIS Pro project

The Pole Audit Reporter project includes a map with broken links.

1. In ArcGIS Pro, sign in to your ArcGIS organization.
2. From the Communications Pole Audit solution, click the Pole Audit Reporter item under Solution Contents to open the item details of the desktop application template.
3. Click Download and place the contents on your computer.
4. Using File Explorer, browse to the Pole Audit Reporter.zip folder and extract it.
5. In the Catalog pane, expand Maps and double-click Pole Audit Reporter to open the map.
6. In the Contents pane, right-click the Pole Audit layer, click Properties, and on the Source tab, click Set Data Source.
7. Click My Content under Portal, double-click the Communications Pole Audit folder, double-click the Pole_Audit_Latest_Record feature service, and double-click the Pole_Audit_Latest_Record layer.
8. In the Contents pane, right-click the Pole Audit layer, click Properties, and on the General tab, check Layer should be refreshed periodically and set to 30 seconds.
9. In the Contents pane, right-click the Pole Audit (All Records) layer, click Properties, and on the Source tab, click Set Data Source.
10. Click My Content under Portal, double-click the Communications Pole Audit folder, double-click the Pole_Audit_All_Records feature service, and double-click the Pole_Audit_All_Records layer.
11. In the Contents pane, click the red exclamation point next to the Communications Pole layer.

    The Change Data Source dialog box appears.

12. Click My Content under Portal, double-click the Communications Pole Audit folder, double-click the CommunicationsSystem_Pole_editing feature service, and double-click the Communications Pole layer.
13. In the Contents pane, click the red exclamation point next to the Project Route layer.

    The Change Data Source dialog box appears.

14. Click My Content under Portal, double-click the Communications Pole Audit folder, double-click the PoleAuditProject_editing feature service, and double-click the Project Route layer.
15. In the Contents pane, click the red exclamation point next to the Pole_Audit table.

    The Change Data Source dialog box appears.

16. Click My Content under Portal, double-click the Communications Pole Audit folder, double-click the PoleAudit feature service, and double-click the Pole_Audit layer.
17. In the Contents pane, right-click the Pole Audit Reporter map and click Properties.
18. Click the Coordinate Systems tab. In the XY Coordinate Systems Available section, select the coordinate system that matches the layers in the map.

    Note:

    Ensure the coordinate system of the map matches that of the feature layers deployed in the solution. If these do not match, there may be discrepancies in what units are displayed in the map.

19. Click Save to save the project.

Configure Pole Audit Survey

Note:

This workflow is optional and doesn't need to be completed in order to work with the solution.

The Pole Audit Survey can be configured to work for organizations that use the metric system.

1. Install ArcGIS Survey123 Connect.
2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
3. Click Pole Audit Survey to download the survey.
4. In the Download window, click Download and click OK.
5. Click Pole Audit Survey to open the survey.
6. On the left, from the side toolbar, click the XLSForm button.
7. In the Microsoft Excel spreadsheet, in the default column, scroll to the measurement field.
8. Change imperial to metric to adjust the survey to be formatted specific for collecting data metric measurement.
9. Optionally, remove all text from the hint and guidance_hint columns if using metric for your measurement 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.

Dispatch pole audits

Note:

This workflow is optional and doesn't need to be completed in order to work with the solution.

To dispatch audits to field staff using ArcGIS, configure an ArcGIS Workforce project.

Learn more about how to get started with ArcGIS Workforce