Configure Electric Joint Use

Electric Joint Use can be used to manage utility pole joint use and streamline the joint use permitting process.

In this topic, you'll learn how to configure the Electric Joint Use 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.

Load data

This solution deploys with the ElectricDistributionSystem feature layer from the Electric Distribution Data Management solution. If you are utilizing the Electric Joint Use solution independently from the Electric Distribution Data Management solution, load data into the Pole (Medium Voltage) layer.

In some cases, you may need to load existing data into the solution before sharing the maps or applications. Review the maps or applications provided with the solution and determine what, if any, source data you want to load.

Depending on the format of your source data, you may choose to use the Append tool or the Data Loading toolset. Once you have determined what source data must be loaded, complete one of the data loading workflows below:

Load data from shapefile or geodatabase

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

1. Create a .zip file of your shapefile or file geodatabase.
2. In a browser, sign in to your ArcGIS organization and browse to the ElectricDistributionSystem feature layer.
3. From the item page, click Update data and choose Update from a file.

   Tip:

   You may need to click the Show more button to see all options.

4. 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.

Use the Data Loading toolset

The Data Loading toolset contains tools to streamline data loading from a source schema to a target schema. The tools help reduce the time and complexity of migrating to a new data schema.

1. If necessary, open ArcGIS Pro .
2. In the Geoprocessing pane, click the Toolboxes tab.
3. Expand Data Management Tools, and then expand the Data Loading toolset.
4. Review the Data Loading toolset documentation to understand how to load data into the ElectricDistributionSystem layers.

Configure hub site for each attaching company

Create an ArcGIS Hub page for each attaching company to respond to joint use issues and submit joint use requests.

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 and complete the following steps.

Clone hub site for each attaching company

To create an ArcGIS Hub site page for each attaching company, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Create Joint Use Owner Content notebook.
2. Click Open Notebook.
3. Click Cell and select Run All from the drop-down list.
4. Click the Import Domain button.
5. In the Company Name drop-down list, select an attaching company. For example, select AT&T.

   Note:

   If you need more attaching company names added, browse to the Owner field in the Joint Use table of the ElectricDistributionSystem feature layer from the Electric Distribution Data Management solution. This is being used to create content for each owner in this domain.

6. Click the Create Content button.
7. Repeat step 5-6 for all other companies in the Company Name domain.

Add attaching company site to Electric Joint Use site

After you clone a new site for an attacher, you will need to share the item with the Electric Joint Use ArcGIS Hub application. To share a new site complete the following steps:

1. Verify you are signed in to your ArcGIS organization and browse to the Electric Joint Use ArcGIS Hub application.
2. From the item page, click Edit in Hub.
3. In the top right, click Manage site.
4. On the right, click Catalog to expand the menu, then click Content.
5. Click on the Add content button, chose Select existing content and browse the to new attacher site.
6. Click on the new site and then chose Next.
7. Select the Electric Joint Use Content group and click Add content.
8. On the top left, click Edit layout to return to the Electric Joint Use ArcGIS Hub application.
9. Click on the Header menu.
10. Expand the Menu section.
11. Click Add Link and choose to existing content.
12. Search for the site item you just shared to the Electric Joint Use Content page and click Save.
13. Save and publish the layout.

Add utility employees to groups

Add named users to the four groups included with the Electric Joint Use solution. The groups are designed to help utilities provide secure access to applications based on staff role.

To add utility employees to the appropriate solution groups, complete the following steps:

1. 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.

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

Group name	Description	User type
Electric Joint Use Editors	These users will be using ArcGIS Hub and editing records in the joint use Issue and permit applications.	Editor
Electric Joint Use Field Users	These users will be usingField Maps applications.	Mobile Worker
Joint Use Permit Utility Notification	Users added to this group will be notified of new and updated permits.	Viewer
Joint Use Issue Utility Notification	Users added to this group will be notified of new and updated issues.	Viewer

Add permitting coordinators to Electric Joint Use hub site

The Electric Joint Use solution includes the Electric Joint Use Hub site that permitting coordinators need access to before they can submit joint use requests.

Share Electric Joint Use site

To share the Hub site with your organization, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Electric Joint Use site.
2. Click Share; in the Share window, select Organization; and click Save.

Add users to ArcGIS Hub Basic

To add users to the Electric Joint Use site with Hub Basic, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization.
2. At the top of the site, click Organization and click the Members tab.
3. Click Invite Members.
4. Select Add members and notify them via email and click Next.
5. To add member information, click New member.
   1. Fill in the following fields: First name, Last name, Email Address, and Username.
   2. Click the User Type drop-down list and select the Data Editor user type.
   3. Click the Role drop-down list and select the Editor user type.
   4. Click Next. Or, to add more members, click Next, add another and repeat.
6. In the Groups section, add users to the Joint Use <Attaching Company> Group.

   Note:

   For example, if the attaching company is AT&T, the group is Joint Use AT&T Group.

7. Click Save.
8. Click Next, and click Add members when you are finished.

Add users to ArcGIS Hub Premium

Note:

This workflow is optional and does not need to be completed to work with the solution.

To add users to the Electric Joint Use site with Hub Premium, complete the following steps:

1. Sign in to your ArcGIS organization with the Hub admin credentials.
2. At the top of the site, click Organization and click the Members tab.
3. Click Invite Members.
4. Select Add members and notify them via email and click Next.
5. To add member information, click New member.
   1. Fill in the following fields: First name, Last name, Email Address, and Username.
   2. Click the User Type drop-down list and select the Creator user type.
   3. Click the Role drop-down list and select the Publisher user type.
   4. Click Next. Or, to add more members, click Next, add another and repeat.
6. Click Add members.
7. Sign in to the organization that deployed the solution.
8. Click Groups, and search for the group by typing Joint Use <Attaching Company> Group.

   Note:

   For example, if the attaching company is AT&T the group is Joint Use AT&T Group.

9. Click Settings, scroll down to the Group membership settings, and for the Who can be in this group? setting, check Partnered collaboration and my organization's members only.
10. Click the Overview tab, and click Invite users.
11. Turn the Include this and partnered organizations' members setting on.
12. Turn the Collaboration coordinators only setting off.
13. Select the users to add and click the Invite users button.

Configure Electric Joint Use site

The Electric Joint Use solution includes the Electric Joint Use ArcGIS Hub site that your organization can configure with your branding and can use to share information about participating in a Joint Use program. Then add the attaching organizations pages to your site.

To configure the Electric Joint Use site, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Electric Joint Use Hub site.
2. From the item page, click Edit in Hub.

   Note:

   If you see the Welcome to workspaces splash screen, click Use workspaces. Then, if necessary, click Edit layout.

3. If necessary, click the Edit button to open the site editor.
4. Scroll to the Joint Use Applications section, hover over the image card, and click the edit button to add your image.
5. Scroll to the Frequently Asked Questions section, hover over the card, click the edit button, and update the questions and answers.
6. 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.

7. Click the HTML box.

   The HTML window appears.

8. Make the necessary changes and click Apply.
9. Click Save layout.
10. Click Publish layout.
11. To edit content on an associated page, follow these steps:
    1. To the right of Customize, click the number of associated pages button .
    2. Under Pages, click the page that you want to edit.

       Note:

       If you do not see any pages under Pages, click Migrate to select the page.

    3. Scroll through the page to a section that you want to update, click the edit button that appears in the horizontal toolbar, and edit the content with information specific to your organization.
    4. Click Save layout.
    5. Click Publish layout.

    Note:

    To edit another page, click the number of associated pages button and choose the page that you want to edit, and then repeat the previous steps.

Configure email notifications

Configure your joint use permit or issues to send notifications to the responsible party via email.

Modify email message

To update the format and text of the email, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the PermitEmailTemplates .csv file.
2. Open the item page and click Download.
3. Open in Microsoft Excel and change the rows in the Subject and Body columns to meet your organization's needs.
4. To include a field from the JointUsePermit layer, use the name field with braces around the field name.
   For example: New Permit Request {permit_number} has been submitted.
5. Save the updated .csv file.
6. From the item page, click Update data and choose Update from a file.

   Tip:

   You may need to click the Show more button to see all options.

7. Follow the steps in the Update data wizard to load your data.
8. Repeat these steps for the IssueEmailTemplates .csv file.

Schedule the email notification notebook

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 and complete the following steps.

To schedule the email notification notebook to run as a scheduled task at a repeated interval, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Joint Use Permit Email notebook item.
2. Open the item page and click Open Notebook.
3. Click Tasks.
4. Click Create Task.
5. For Title, type Joint Use Permit Task and click Next.
6. Configure the task to run nightly by selecting Minute from the Repeat Type drop-down menu and selecting 15 - Every Fifteen Minutes from the Repeat Interval drop-down menu.
7. Turn the Update Notebook on Completion toggle button off.
8. Click Create Task to finish scheduling the notebook.
9. Repeat steps for the Joint Use Issue Email notebook.

Add contact information

If your organization is not using National Joint Utilities Notification System (NJUNS) or a similar system, you must add contact information for every user who needs to be notified. To add contact information into the JointUserOwner .csv file included with the solution, complete the steps below:

Note:

This workflow is optional and does not need to be completed to work with the solution.

1. Verify that you are signed in to your ArcGIS organization and browse to the JointUseOwnerInfo .csv file.
2. Click the Download button.
3. Open in Microsoft Excel and add the following details for each user:

   Label	Type full name of the user.
   Name	Type the named user from your organization.
   Owner	Type the coded value of the company the user belongs to.
   Email	Type the email address associated with the named user.

Archive joint use

To archive completed permits to the joint use table in the Electric Distribution Data Management solution, complete the following steps:

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 and complete the following steps.

1. Verify that you are signed in to your ArcGIS organization and browse to the Archive Joint Use notebook item.
2. Open the item page and click Open Notebook.
3. Click Tasks.
4. Click Create Task.
5. For Title, type Archive Joint Use 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 and select your preferred time.
7. Turn the Update Notebook on Completion toggle button off.
8. Click Create Task to finish scheduling the notebook.