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Configure Stormwater BMP Inspections

In this topic

  1. Load data
  2. Add members to groups in your organization
  3. Extend inspection table schema
  4. Set the default map extent to your service territory
  5. Add inspector names to a list (Optional)
  6. Configure the Stormwater BMP site (Optional)
  7. Configure apps for public submission (Optional)

In this topic, you'll learn how to configure the Stormwater BMP 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.

Load data

The Stormwater BMP Inspections solution is built on the same foundational feature layer, StormwaterSystem, as the Stormwater Data Management solution. If you have also deployed the Stormwater Data Management solution, you can use that solution to manage Stormwater BMPs and other stormwater assets. As a shared service between the two solutions, the BMP Points layer within the StormwaterSystem feature service is used by the Stormwater BMP Inspections for inspections and public asset maintenance reporting.

If you are using another system for managing Stormwater BMP assets and want to use the Stormwater BMP Inspections solution, you must load Stormwater BMP assets into the StormwaterSystem feature layer. To distinguish which stormwater BMPs are on private land and maintained by private property owners or their delegates, ensure the attributes in the maintby field are filled in.

To load existing stormwater BMP data 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 StormwaterSystem feature layer.
  3. From the item page, click Update Data.
    Tip:

    You may need to click the expand button Expand 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.

Add members to groups in your organization

Stormwater BMP Inspections includes three groups designated to help managers organize their members based on their privileges and their work: Stormwater BMP Inspections Editors, Stormwater BMP Inspections Field Users, and Stormwater BMP Inspections Office Users.

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 Overview tab, click Invite members.
  5. Click the check box next to the members that you want to add and click Add members to group.
  6. 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 NameMinimum user type

Stormwater BMP Inspections Editors

Contributor

Stormwater BMP Inspections Field Users

Mobile Worker

Stormwater BMP Inspections Office Users

Viewer

Extend inspection table schema

The Stormwater BMP Inspections solution includes a notebook to extend the BMP Point Inspections table schema.

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 stormwater BMP inspection table from the Stormwater Data Management solution, complete the following steps:

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

    The source layer defaults to the BMP Inspections Extend Schema: 0. The target layer BMP_Inspection: 17 is set as the target. All the fields should be shown in Fields to Add.

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

Set the default map extent to your service territory

When the Stormwater BMP 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 update the extent of the maps to your service territory 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 Stormwater BMP Inspections and Verifications web 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 Stormwater BMP Inspections Viewer, Stormwater BMP Inspections Field Editor, Stormwater BMP (public), Private Stormwater BMP Verifications Manager, and the Private Stormwater BMP Submissions web maps.

Add inspector names to a list (Optional)

When the Stormwater BMP 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 field for the BMP_Inspection table.

To add a list to the Inspector field in the BMP_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 BMP_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.
Note:

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

Configure the Stormwater BMP site (Optional)

The Stormwater BMP Inspections solution includes the Stormwater BMP ArcGIS Hub site that your organization can configure with your branding and use to share broadband information with the public.

Update with organization information

After deploying the Stormwater BMP Inspections solution, the Stormwater BMP ArcGIS Hub site layout 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 Stormwater BMP 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 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 items with the public

Several layer views, maps, and apps included in the Stormwater BMP Inspections solution must be shared with everyone so they can be accessed by the public on the Stormwater BMP site.

To share items with the public, complete the following steps:

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

    NameItem type

    BMPPoint_public

    Feature layer (hosted, view)

    Stormwater BMP (public)

    Web Map

    Stormwater BMP (public)

    ArcGIS Instant Apps

    Stormwater BMP

    Hub Site Application

  3. Click Share.
  4. In the Share window, click Everyone (public) and click Save.

Configure apps for public submission (Optional)

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

Note:
This workflow is designed to support external agencies using ArcGIS Hub Premium community accounts. If private property owners will not be submitting information about the BMPs on their property with the Private Stormwater BMP Submission (public) app, this workflow can be skipped.

The Stormwater BMP Inspections solution includes the Stormwater BMP ArcGIS Hub site. If you have access to ArcGIS Hub Premium, your organization can configure applications to allow public submission of maintenance activities performed on stormwater BMPs on private property.

To apply to submit maintenance information online, a user must have a community user account and be signed into the Stormwater BMP ArcGIS Hub site. Once signed in, private property owners can apply for electronic submission; once approved, they can use the Private Stormwater BMP Submission (public) app to submit their verification information.

Share forms with Hub community group

The Stormwater BMP ArcGIS Hub site is used by private property owners to submit their verification information. To grant access to the verification form, share the form and the BMPPoint_Submittals feature layer to the Hub Community Members group. This group is automatically created during the ArcGIS Hub Premium activation in the organization. As new community members join, they will be automatically added to this group and have access to the Private Stormwater BMP Verification form.

To share items with the Hub Community Members group, complete the following steps:

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

    NameItem type

    BMPPoint_Submittals

    Feature layer (hosted, view)

    Responsible_Party_submit

    Table (hosted, view)

    Private Stormwater BMP Verification

    Form

    Responsible Party Application

    Form

    Private Stormwater BMP Submissions

    Web Map

    Private Stormwater BMP Submissions

    Dashboard

  3. Click Share and click Edit group sharing.
  4. Check the Hub Community Members group check box.
    Note:

    The Hub Community group will only be available to users who were administrators of the organization when Hub Premium was activated. If you don't see this group, work with the Hub Community organization administrator to get access to this group.

  5. Click OK.
  6. Set the sharing level to Organization.
  7. Click Save.

Schedule submission notebook

Stormwater Managers use the Private Stormwater BMP Verifications Center app to approve submitters for electronic submission of private stormwater BMP verification information. The Stormwater BMP Submission Notebook grants private property owners access to submit their verification information online and sends an email welcoming them to the program after they have been approved and assigned to an asset(s).

To schedule the Stormwater BMP Submission Notebook to run as a scheduled task, 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 Online organization and browse to the Stormwater BMP Submission Notebook item.
  2. Open the item page and click Open notebook.
  3. Click Tasks.
  4. Click Create Task.
  5. For Title, type Manage Responsible Parties 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.
  7. Select a Time value for the task and run at 3 a.m.
  8. Click Create to finish scheduling the notebook.
  9. On the top right, click Save.

Update approval email

Newly approved private stormwater BMP submitters will receive an email with instructions on how to submit their verifications online. Your organization may want to update this message to include contact information or other links related to your organization.

To update the approval email contents, complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Approved BMP Submitters group.
  2. On the Overview tab, the Description section contains the text which is the contents of the message which will be sent to newly approved responsible parties.
  3. Optionally, click Edit and modify the message for your organization's needs. When you are finished, click Save.

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In this topic
  1. Load data
  2. Add members to groups in your organization
  3. Extend inspection table schema
  4. Set the default map extent to your service territory
  5. Add inspector names to a list (Optional)
  6. Configure the Stormwater BMP site (Optional)
  7. Configure apps for public submission (Optional)