Configure Business Resilience

In this topic, you will learn how to configure the Business Resilience solution to meet specific needs in your organization.

Load data

Organizations can use Business Resilience as a source of information to understand risk to their company’s critical infrastructure.

Facility information must be loaded before using the app. Use the FacilitySource file to organize facility information before loading it into ArcGIS. Ensure that you populate the Facility ID column with unique values in the FacilitySource file.

Note:

Each row in the FacilitySource Excel document must have a unique facility ID; otherwise, your data will not load.

In some cases, you may already have an inventory of facilities in ArcGIS. If you do, review the layers provided with the solution and determine what, if any, source data you would like to load. Then, load your existing data into the layers provided with the ArcGIS Solution before sharing the maps or applications.

Note:

If you need to load data into the solution, you may want to develop a source-target matrix to track how your source data will be loaded into the target layer or layers used in the solution.

To load your facilities from a spreadsheet, complete the steps below:

  1. If necessary, sign in to your ArcGIS organization and browse to the FacilitySource item.
  2. Open the item details page.
  3. Click Download.
  4. Edit the CSV file and populate your facility information in the document.
    Note:

    At a minimum, you need to provide a unique facility ID and the latitude and longitude for each facility in the FacilitySource file. If you don't have a unique ID, you can edit the CSV file in Excel and copy this formula into the first row of the facilityid column: =CONCATENATE("Facility-", TEXT(ROW(A1),"00000")). You can then drag the right corner of the cell downward to fill the formula for all facilities, giving each a unique ID.

  5. In your ArcGIS organization, at the top of the site, click Content.
  6. On the My Content tab, type facilities in the search box.
  7. Under Item Type, click Layers - Feature Layers.
  8. Click the item title for Facilities to view its details.
  9. Click Update Data - Append Data to Layer.
  10. Under Filename, choose your spreadsheet.
  11. Click Upload and Continue.
  12. Click Show field matching to map the fields.
  13. If you are only appending new features to the layer, click Apply Updates.

Configure the survey form

To show your facility information in the survey form, you will use ArcGIS Survey123 Connect to make necessary updates. Adding your facility information to the form enables an extra level of data validation to ensure that facility information is correct and the respondent’s questions are associated with the correct facility.

Open the form using ArcGIS Survey123 Connect

If Survey123 Connect is not already downloaded, you can find the download link on the ArcGIS Survey123 Resources page.

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Operational Assessment Survey in the search box.
  4. Click the item title for Operational Assessment Survey to view its details.
  5. Click Open in Survey123 – Edit in Survey123 Connect.

    ArcGIS Survey123 Connect opens.

    Note:

    If this is your first time opening ArcGIS Survey123 Connect, you may need to add your organization’s portal and sign in. To add the URL, click Settings. Then, in the Settings window, click Add Portal and paste the URL. Click OK. After adding the portal, click Sign in and sign in to your organization. Verify that Portal is set to the correct URL.

  6. Click the Operational Assessment Survey form to download the survey.
  7. Click the Operational Assessment Survey form again to open the survey.

Add the facility list

The survey form can be configured to restrict available answers to a list of valid values. This level of data validation mitigates errors due to misspellings. Furthermore, questions will be populated based on the facility selected using the built-in pulldata function.

  1. In the left pane, click Open XLSForm Spreadsheet.

    An Excel window appears where you are presented with survey property settings. In the row labeled Facility_ID three of the survey worksheet, the choice list named FacilityID is referenced to prefill a value associated with the Facility Identifier question.

  2. Go to the external_choices tab and add a row for each facility ID.

    The tab comprises all the selectable options for the Facility Identifier question.

    Note:

    The name column specifies the value of a choice. The selected value is read by the other items in the Business Resilience solution, such as the Facilities layer and the web app. These values cannot include special characters. The list name column specifies which question the answer choices belong to. In this case, you will be referencing the Facility Identifier question using the FacilityID list name. The label column displays the answer choice exactly as it will appear on the form and does not have formatting or special character restrictions like the name column. The externalFilter attribute must be set to yes for all rows.

  3. Save the Microsoft Excel spreadsheet and close it.

Add the contact data

To prepopulate questions based on the selected facility ID, you can preload a CSV file with data with pertinent facility information. This enables setting the facility ID to automatically populate the manager name, contact information, and facility location.

  1. In the left pane of the application, click Open Survey Content Folder.

    The file explorer window opens with access to the media subfolder.

    Learn more about how the CSV file prepopulates answers in Survey123
  2. Browse to the media folder and open Facilities.csv.
  3. The first column represents the facility ID value that appears in the Facilities layer.
    Note:

    The facility ID in this column connects the facility ID that you added to the survey choices to the facility data. This is the information that appears when a user chooses a facility for the Facility Identifier question.

  4. Append the facility information into the corresponding columns.
  5. Save the CSV file and close it.
  6. In the left pane of the application, click Update Survey Form.

    The survey refreshes with the information added to the form.

  7. In the form preview in ArcGIS Survey123 Connect, expand the Facility Location Details group to reveal the Facility Identifier question.
  8. Click the drop-down menu to preview the information.

    The available list of values in the drop-down menu is based on the concatenated values you previously calculated.

  9. In ArcGIS Survey123 Connect, click Publish in the left pane to publish the changes.

Update the survey URL fields

The Facilities feature layer is used in the Business Resilience Web App to map your facilities, display their data contained in the attribute table, and connect to the Operational Assessment Survey. Complete the steps below to add the survey URLs as attributes in the Facilities layer.

Acquire the URL of the survey

To get the URL of the survey, complete the following steps:

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Operational Assessment Survey in the search box.
  4. Click the item title for Operational Assessment Survey to view its details.
  5. Click Open in Survey123 – Open in Browser.

    The survey opens in a new tab.

  6. In the address bar of the browser, copy the survey URL up to, but not including, the question mark and portalURL= statement.
    Note:

    For example, if the URL is as follows:

    https://survey123.arcgis.com/share/aee97bcef4d24c9187da9590ec86b67c?portalUrl =https://LearnGIS.maps.arcgis.com

    Copy this portion of it:

    https://survey123.arcgis.com/share/aee97bcef4d24c9187da9590ec86b67c

    This URL will be used to populate the survey URL attributes for the Facilities layer.

  7. Paste the URL into a plain text document to keep it available.

Populate the Base Survey URL field

To populate the Base Survey URL field, complete the following steps:

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Facilities in the search box.
  4. Click the item title for Facilities to view its details.
  5. Click the Data tab.

    A table view of the layer appears.

  6. Scroll to the right until you see the Base Survey URL field. Click Base Survey URL and click Calculate.
  7. In the Calculate Field pane, click Arcade.
  8. In the Arcade calculator, type the following:
    var BaseURL = ””
  9. Copy the URL of the survey from your text document and paste it between the quotation marks.
  10. Add a new line and type the following:
    return BaseURL
  11. Click OK.

    The string is added to each record in the Facilities layer’s Base Survey URL field.

Populate the Assessment Survey URL field

To populate the Assessment Survey URL field, complete the following steps:

  1. Scroll to the right until you see Assessment Survey URL. Click Assessment Survey URL and click Calculate.
  2. In the Calculate Field pane, click Arcade.
  3. Copy and paste the Arcade expression into the expression box:
    var BaseURL = $feature["Base_Survey_URL"]
    var JoinedURL = BaseURL + "?field:Facility_ID=" + UrlEncode($feature["Facility_ID"])
    return JoinedURL
  4. Click OK.

    The Assessment Survey URL field is populated with URLs that also have the field parameter set to the corresponding facility’s ID value.

Enable live data fields

The Business Resilience Web App utilizes live data feeds that provide information about major hazards, such as severe weather, earthquakes, or hurricanes, that would likely impact assets, and it provides real-time content about these natural disasters. To use these feeds in the app, you first need to enable them in the app.

Note:

Real-time data is hosted in ArcGIS Living Atlas, an authoritative data catalog maintained by Esri. You can read more about live feeds in Living Atlas in the Putting the “Live” in Living Atlas of the World blog post.

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Business Resilience Web AppBusiness Resilience Web App in the search box.
  4. Click the item title for Business Resilience Web App to view its details.
  5. Click Edit Application.

    ArcGIS Web AppBuilder opens in edit mode.

  6. In the left pane, click the Attributes tab.
  7. In the Attribute pane, click Subscriber Content Access.

    The map layers listed are all premium subscriber content that your organization has access to. Enabling this content consumes credits. See the ArcGIS Online help for more information about credits.

  8. Check each layer to enable the content.
  9. Click Save.

    Now that the app is configured, you can view the live feeds.

  10. Click Launch to view the app.