Configure Electric Underground Inspections

Electric Underground Inspections can be used to conduct inspection campaigns and monitor the condition of electric underground assets.

In this topic, you'll learn how to configure the Electric Underground Inspections solution to meet specific needs in your organization.

Provision users

Included with Electric Underground Inspections 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.
    Verify that you have privileges to manage member groups before continuing.
  2. Click Groups at the top of the site.
  3. Click the name of the group to open the group details pages.

    Review the table below regarding the groups included with the solution.

  4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
  5. Click the Overview tab and click Invite users.
  6. Select the members you want to add and click Add to group.
  7. Repeat steps 3 through 6 for each group you need to add new members.

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

Group nameMinimum user type

Electric Underground Inspection - Office User

  • Creator

Electric Underground Inspection - Field Users

  • Mobile Worker

Load Data

This solution deploys with the ElectricDistributionSystem feature layer from the Electric Distribution Data Management solution. If you are utilizing the Electric Overhead Inspection solution independently from the Electric Distribution Data Management solution, load data into the Medium Voltage Transformer and Subsurface Structure layer.

Use the Data Loading Tools

The Data Loading Tools can be used in ArcGIS Pro to streamline loading data from a source to a target dataset and provide the ability to perform in-process data transformation. Setup the Data Loading Tools before getting started with the steps below.

  1. Open the ArcGIS Pro and click the Map template.
  2. Type a name for the new project into the Name text box.
  3. On the Project tab, click Python to access the Python Package Manager.
  4. Under Project Environment, click Manage Environments.
  5. Click Clone Default Clone to clone your default environment.
  6. Click the Active button for the new environment, and click OK.
  7. Restart ArcGIS Pro to allow your environment changes to take effect.
  8. In the Python Package Manager, click Add Packages to see the Python packages available for installation.
  9. Click Refresh Refresh to update the list of available packages.
  10. In the Search box, type dltsolutions to find the Data Loading Tools toolbox.
  11. Select the dltsolutions package and click the drop-down arrow to update the version.
  12. Click Install.

    The Install Package dialog box appears.

  13. Review the terms and conditions and check the box to agree.
  14. Click Install to install the package.
  15. Once the installation is complete, close ArcGIS Pro.

    The Data Loading Tools toolbox is now installed. The next time you start ArcGIS Pro, you can access it from the geoprocessing toolboxes.

  16. Review An overview of the Data Loading Tools toolbox to learn more about the tools and how to use them to load data into the ElectricDistributionSystem layers.

Pre administrative tasks

The Electric Underground Inspections solution includes ArcGIS Notebooks to add users from your organizations to the inspection and repair person list and extend the underground inspection schema.

Note:

You must be assigned a role of Administrator or custom role which includes the privilege to Create and edit notebooks in order to run an ArcGIS Notebooks and complete the following steps.

Add Users to the inspection list

To add users from your organization to the inspection list, complete the following steps:

  1. Sign in to your ArcGIS organization and browse to the Load Underground User Domain notebook.
  2. Click Open Notebook.
  3. Click Cell and select Run All from the drop-down list.
  4. To update the domains, follow the steps described in the Add / Remove Inspectors and Add / Remove Repair Person sections at the top of the Load Underground User Domain notebook.

Extend the Electric Distribution Data Management schema

To extend the schema of the underground inspection related table from the Electric Distribution Data Management solution, complete the following steps:

  1. Sign in to your ArcGIS organization and browse to the Extend Underground Schema notebook.
  2. Click Open Notebook.
  3. Click Cell and select Run All from the drop-down list.
  4. Click the Extend Schema button.

Add a new inspection question

The Electric Underground Inspections solution includes the following survey's: Assigned - Underground Inspections, Unassigned - Underground Inspections and Needs Repair - Underground Inspections. To add a new question to a survey, you must complete the following sections. The steps below guide you through adding a Phase Sticker field to the Exterior Information section for Transformers.

To learn more about the survey questions, review the Survey Questions document.

Add a question to the Underground Inspection feature layer

To add a new question to the UndergroundInspections feature layer, complete the following steps:

  1. Open the UndergroundInspections feature layer, click the Data tab, and click the Fields section.
  2. Click Add and set the parameters as follows:

    • Field Namephasesticker
    • Display NamePhase Sticker
    • Type—String
    • Length10
    • Default ValueAdequate

  3. Click the display name of the newly field added and click Create List.
  4. Add an Adequate and Inadequate label and code then click the Save.
  5. Now add a repair field by clicking Add, and set the parameters as follows:

    • Field Namephasesticker_repaired
    • Display NamePhase Sticker Repaired
    • Type—String
    • Length3

  6. Click the display name of the newly field added and click Create List.
  7. Add an Yes and No label and code then click the Save.

Customize map pop-ups

To configure new questions to display in the pop-ups, you must configure the map with the appropriate attribute expressions.

A list of custom expressions
A custom expression reference for how each question displays for an asset. For example, Phase Sticker is only displayed for transformer (expr0).

Configure the custom popup to display the newly added Phase Sticker field, by completing the following steps:

Note:

If a question is for all assets no expression is needed

  1. Open the Underground Inspections map and click Open in Map Viewer Classic to open the map.
  2. Click more options next to Underground Inspections and select Configure Pop-Up.
  3. Click Add under Attribute Expressions.
  4. Name the custom pop-up expression Phase Sticker and then copy the below text into the Expression dialog and click OK.
    if ($feature.phasesticker == "Inadequate"){
        return null
    }
    else{
        return "none"
    }
  5. Update custom attribute display by clicking the CONFIGURE button.
  6. Click the View HTML Source and copy contents into a text editor.
  7. Use CTRL + F to search for ROW Corrected under the first Exterior Information section in the text editor.
  8. Copy the html code block below and paste under line 127 (shown in the image below).
    <tr>
    <td style="display:{expression/expr0};text-align: left; width: 100%"> <font size="3"><b>Phase Sticker : </b>{phasesticker}</font></td>
    </tr>
    <tr>
    <td style="display:{expression/expr44};text-align: left; width: 100%"> <font size="3"><b>Phase Sticker Repaired:</b> {phasesticker_repaired}</font></td>
    </tr>
    Pop up configuration 2
  9. Use CTRL + F to search for ROW Corrected under the second Exterior Information section in the text editor.
  10. Copy the html code block below and paste under line 408 (shown in the image below).
    <tr>
    <td style="display:{expression/expr44};text-align: left; width: 100%"> <font size="3"><b>Phase Sticker:</b> {phasesticker}</font></td>
    </tr>
    <td style="display:{expression/expr44};text-align: left; width: 100%"> <font size="3"><b>Phase Sticker Repaired:</b> {phasesticker_repaired}</font></td>
    </tr>
    Pop up configuration 2
  11. Copy the html code from the text editor back into the Custom Attribute Display dialog.

    Note:
    Use the updated text editor code and replace all of the code Custom Attribute Display dialog.

  12. Click OK and then OK again.
  13. Click Save.

Update the Underground Inspections Manager app

Update the widget configuration in the Underground Inspections Manager app by completing the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Underground Inspections Manager web application.
  2. Open the item page and click Edit Application.
  3. Click the Widget tab, hover over the Smart Editor widget and click the Configure this widget button to open the configuration window.
  4. Click the Edit button under Actions for the Underground Inspections layer.
  5. Scroll down and uncheck the display check box for the newly added Phase Sticker field.
  6. Click OK and click OK again.
  7. Click Save.

Modify and republish survey updates

Modify and republish the inspection surveys in ArcGIS Survey123 Connect with the newly added Phase Sticker question and then republish the survey's, by completing the following steps:

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  3. Click Assigned - Underground Inspections to download the survey.
  4. In the Download window, click Download and click OK.
  5. Click Assigned - Underground Inspections to open the survey.
  6. On the side toolbar, click the XLSForm button.
  7. Add Phase Sticker to the Exterior questions with the following details

    • Typeselect_one Condition
    • Namephasesticker
    • Label<b>Phase Sticker</b>
    • DefaultAdequate
    • Relevant${assettype}='Transformer'
    • bind::esri:fieldTypeesriFieldTypeString
    • bind::esri:fieldLength10

  8. Add a Phase Sticker to the Exterior repair question to the appropriate sections using the following details

    • Typeselect_one YesNo
    • Namephasesticker_repaired
    • Label<span style="background-color:${phasesticker_repairedbg};"><b> Phase sticker repaired</b></span>
    • Requiredselected(${phasesticker_repaired},"Inadequate
    • Relevant${phasesticker}='Inadequate'
    • bind::esri:fieldTypeesriFieldTypeString
    • bind::esri:fieldLength3

  9. Add a row for calculating using the following details

    • TypeCalculate
    • Namephasesticker_repairedbg
    • Calculationif(selected(${phasesticker_repaired}, 'Yes'), "#5ac18e",if(selected(${phasesticker_repaired}, 'No'), '#ff7373', '#ffdb99'))
    • bind::esri:fieldTypenull

  10. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  11. In ArcGIS Survey123 Connect, click Publish on the side toolbar to publish your changes.
  12. Click Publish survey to publish your changes and click OK.
  13. Repeat the steps for the Unassigned - Underground Inspections and Repairs Needed - Underground Inspections survey's.

Update the Underground Inspections Dashboard

Modify the Inadequate Exterior Conditions chart with the newly added Phase Sticker question, by completing the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Underground Inspections Dashboard.
  2. Open the item page and click Edit Dashboard.
  3. Click the Condition Information tab.
  4. Click Configure for the Inadequate Exterior Conditions chart.
  5. Click Edit next to the layer name.
  6. Copy the following arcade expression into the Inadequate Exterior Conditions data expression dialog after line 5 (shown in the image below).
    var phasesticker_f = Filter(fs,"phasesticker = 'Inadequate'");
    var phasesticker_gp = GroupBy(phasesticker_f, ['phasesticker','assettype'], [{name: 'count', expression: 'OBJECTID', statistic: 'COUNT'}]);
    Exterior Chart Dashboard Expression 1
  7. Copy the following arcade expression into the Inadequate Exterior Conditions data expression dialog after line 170 (shown in the image below).
    for (var m in phasesticker_gp) {
      combinedDict.features[i] = {
        attributes: {
         condition: "Phase Sticker",
          assettype: m["assettype"],
          count: m["count"]
        },
      };
      i++;
    }
    Exterior Chart Dashboard Expression 2
  8. Click Test.
  9. Click Done.
  10. Configure the Data tab with the following settings:

    • For the Category Field, choose condition from the drop-down list.
    • For Statistics, choose sum from the drop-down list.
    • For Field, choose count from the drop-down list.
    • For Sort by, click the Add field button, select Statistics from the drop-down list and Sort descending.

  11. On the Value Axis tab, enable Integers only.
  12. On the Series tab, for Color, type #ebebeb.
  13. Click Done then click Save.