Configure Coronavirus Business Continuity

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

Load personnel

Personnel information must be loaded before using the Individual Check-in, Team Check-in, and related dashboards. The Check-in forms require a user be logged in with a named user. The logged in username is automatically associated with their full name, team and office location whenever a check-in is submitted. Personnel information is stored in a table in the Personnel feature layer and you can use the PersonnelSource csv file to organize your personnel information before loading it into ArcGIS. Ensure you populate the username column in the PersonnelSource csv file with the ArcGIS user names in your organization that will use the Individual Check-in or Team Check-in forms.

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

  1. Sign in to your ArcGIS organization and browse to the PersonnelSource item.
  2. Open item page, click Download.
  3. Edit the csv and provide your personnel information.
  4. In your ArcGIS organization, browse to the Personnel feature layer.
  5. Open item page, click  Update Data and select Append Data to Layer.
  6. Click Choose File and browse to your CSV file, and then click OK.
  7. Click Upload and Continue.
  8. Click the Choose the layer that you wish to append data into drop-down and choose Personnel Information.
  9. Uncheck Update existing features.
  10. Click Show field matching to map the fields.
  11. Click Apply Updates.
    Tip:

    In some cases, you may need to add or modify past check-in information. The Creator and CreationDate fields on feature layers are not editable when editor tracking is enabled. However, you can temporarily disable editor tracking on the layer and then load or modify your check-ins. Once you have completed loading your source data, reenable editor tracking on the layer.

Load facilities

Facilities must be loaded before using the Facility Status Reporter and Facility Status Dashboard. You can use the FacilitiesSource csv file to inventory your facilities before loading it into ArcGIS.

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

  1. Sign in to your ArcGIS organization and browse to the FacilitiesSource item.
  2. Open items page, click Download.
  3. Edit the CSV and provide your facility information.
    Note:

    At a minimum you need to provide a unique facilityid and the latitude and longitude for each facility. If you don’t have a unique id, you can edit the csv 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 to fill the formula down for all facilities giving each a unique id.

  4. In your ArcGIS organization, browse to the Facilities feature layer.
  5. Open items page, click  Update Data > Append Data to layer.
  6. Click Choose File and browse to your CSV file, and then click OK.
  7. Click Upload and Continue.
  8. Click the Choose the layer that you wish to append data into drop-down and choose Facilities.
  9. Uncheck Update existing features.
  10. Click Show field matching to map the fields.
  11. Click Apply Updates.

Configure the Coronavirus Business Continuity site

The Coronavirus Business Continuity solution includes an ArcGIS Hub site that can be used by the general public and employees to learn how the organization is keeping customers, residents and employees safe as organizations return to work during the coronavirus (COVID-19) pandemic. The site provides role-based access to pages, rows and information products included in the coronavirus (COVID-19) solutions (Business Continuity, Business Re-opening, Site Safety and Health Screening) and include content for the public, all employees, facility managers, and executives.

The Coronavirus Business Continuity site contains information for the public and is intended to be shared with everyone and available to anonymous users. The Internal Destination page contains information for employees and is intended to be shared inside the organization and only available to named users in the organization. The Internal Destination page also includes content intended for facility managers or executives and will only be visible to users in the organization who are members of specific groups.

Update with organizational information

After deploying the Coronavirus Business Continuity solution, the Coronavirus Business Continuity site layout only requires a few updates to fit your local context. Consider what information you already have and what you can most easily find. This information can include the following:

  1. Sign in to your ArcGIS organization and browse to Coronavirus Business Continuity site.
  2. Open the item page, click Configure App.
  3. Click the edit button edit to open the site editor.
  4. On the Coronavirus Business Continuity site scroll to the Featured News section, hover over the card you want to update, click the settings button settings and update the text.
  5. Scroll to the For more information section, hover over the card and click the setting button settings.
  6. Click on the customer service link, and then click Edit.
  7. Enter an email address into the Link Destination text box and click Add Link.
  8. Scroll to the Frequently Asked Questions section, hover over the card and click the setting button settings.
  9. Update the questions and answers.
  10. Scroll to the Additional Resources section, hover over the card and click the setting button settings.
  11. To update the links, click on the Learn More button and click Edit.
  12. Enter a URL into the Link Destination text box and click Add Link.
  13. To update images, hover over the image card and click the setting button settings.
  14. In the side panel, provide an image for the outcome by either drag and drop an image or browsing for an image.
  15. Add additional sources of authoritative information regarding the pandemic.
  16. Modify your site’s Footer, on the side panel, click Customize Toggle customize toggle.
  17. Click Footer. A custom footer is already provided, and in most cases needs to be updated with just your Organizations branding, contact information and social media references.
  18. Click the HTML text box.

    HTML window opens.

  19. Make the necessary changes and click Apply.
  20. Click Save.
  21. In the top left corner of the page, click Exit edit mode.
  22. Click the Internal Destination tab.
  23. Click the edit button edit to open the site editor.
  24. Scroll to the Message from Executive section.
  25. To update the video, hover over the video card and click the setting button settings.
  26. Replace the URL in Video Link text box.
  27. Hover over the Message from Executive card, click the setting button settings and update message you would like to share with employees.
  28. Scroll to the For more information section, hover over the card, click the setting button settings.
  29. Click on the human resources hyperlink, and then click Edit.
  30. Enter an email address into the Link Destination text box and click Add Link.
  31. Scroll to the Internal Updates section, hover over the card, click the setting button settings and update it with relevant information for employees.
  32. Click Save.

Deploy related solutions

This site references content from the Coronavirus Business Reopening, Coronavirus Health Screening and Coronavirus Site Safety solutions. To deploy these solutions, click the link below and follow the steps under Deploy Now for each solution:

Update solution references

This site and page have references to solutions deployed in the previous section. To update your site, complete the following steps:

  1. In your ArcGIS organization, browse to Coronavirus Business Continuity site.
  2. Open the item page, click Configure App.
  3. Click the edit button edit to open the site editor.
  4. On the Coronavirus Business Continuity site scroll to the Visiting Business Location section and update the URL for the Complete Screening button to use the Visitor Health Screening form deployed in the previous step (one of the forms deployed in the Coronavirus Health Screening solution). Hover over the Health Screening card and click the setting button settings.
  5. Click on the Complete Screening button, and then Edit.
  6. Enter a app URL into the Link Destination text box and click Add Link.
  7. Click Save.
  8. In the top left corner of the page, click Exit edit mode.
  9. Click Internal Destination tab at the top of the page.
  10. Click the edit button edit to open the site editor.
  11. On the Internal Destination page scroll to the Monitoring Employee Health section and update the URL for the  Complete Screening button to use the Employee Health Screening form deployed in the previous step (one of the forms deployed in the Coronavirus Health Screening solution). Hover over the Health Screenings card and click setting button settings.
  12. Click on the Complete Screening button, and then Edit.
  13. Enter app URL into the Link Destination text box and click Add Link.
  14. Scroll to the Safe Work Environments section and update the URL for the View Health Safety Plans button to use the Coronavirus Site Safety Map Viewer app deployed in the previous step (one of the apps deployed in the Coronavirus Site Safety solution). Hover over the Health and Safety Plans card and click the setting button settings.
  15. Click on the View Health Safety Plans button, and then Edit.
  16. Enter app URL into the Link Destination text box and click Add Link.
  17. Click Save.

Manage visibility of content

The Business Continuity includes two groups Coronavirus Business Continuity - Facility Managers and Coronavirus Business Reopening – Executives. The Coronavirus Business Continuity - Facility group is associated with the Manage Facility Status section and the Coronavirus Business Continuity – Executives is associated with the Gain Organizational Insight section on the Internal Destination page.

Any apps shared with these groups will display in their corresponding section and only members of the groups will see this content on the page. This allows you to give a unique view to Facility Managers and Executives inside the organization while hiding the content for all other staff.

  1. In your ArcGIS organization, click the Group tab and browse to your Coronavirus Business Continuity - Facility Managers group.
  2. Open the group page.
  3. Click Add Items to Group and search for and add the following apps:
    • Facility Status Reporter (deployed with Coronavirus Business Continuity)
    • Site Safety Form, Site Safety Manager, Site Safety Map Editor, Site Safety Dashboard (deployed with Coronavirus Site Safety)
    • Health Screening Dashboard (deployed with Coronavirus Health Screening)
  4. Check the check box next to the app name and click Add Items to add the apps to the group.
  5. Click Invite Users.
  6. Add your organization’s Facility Managers and click Add to group.
  7. Click the Groups tab and browse to your Coronavirus Business Continuity - Executives group in your ArcGIS organization.
  8. Click Add Items to Group.
  9. Search for and add the following apps:
    • Personnel Status Dashboard, Facilities Status Dashboard (deployed with Coronavirus Business Continuity)
    • Coronavirus Business Reopening (deployed with Coronavirus Business Reopening)
    • Site Safety Dashboard (deployed with Coronavirus Site Safety)
    • Health Screening Dashboard (deployed with Coronavirus Health Screening)
  10. Click Invite Users.
  11. Add your organization’s Executives.

Integrate health screening

Many organizations are asking all employees and visitors to attest each day that they are symptom-free, have not had recent contact with anyone who has tested positive for coronavirus and require a temperature check before they are permitted to enter the building. The Coronavirus Health Screening solution can be used to conduct health screenings before employees and visitors are permitted to enter a building, facility, or location.

Organizations that also deploy the Coronavirus Health Screening solution can configure the Individual Check-in form to ask employees who plan on working from the office first complete the Employee Health Screening form before coming into the office.

To integrate health screening with the Individual Check-in form, complete the following steps:

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  3. Click on Individual Check-in to download the survey.
  4. Click on Individual Check-in again to open the survey.
  5. On the left pane, click Open XLSForm Spreadsheet.
  6. In the Microsoft Excel spreadsheet, find the healthscreening question located in the 4th row and column B (name).
  7. Scroll to the right to column J (default) and change the text from No to Yes for this row.
  8. Find the healthscreennote located in the 35th row and column B (name).
  9. Edit column C (label) and replace the ‘#’ inside the hyperlink with the link to your Employee Health Screening survey.
    Tip:

    Look for the following text containing the hyperlink: <a href="#" target="_blank">health screening form</a>.

  10. Save the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  11. In ArcGIS Survey123 Connect, click Publish in the left pane to publish your changes.

Extend business continuity surveys

The Coronavirus Business Continuity solution includes a series of surveys (Individual Check-in, Team Check-in, Facility Status Report) that can be used to understand the capacity of your workforce and status of facilities you operate.

Review the preconfigured questions and adjust as necessary to remain in compliance with your organizational policies and any applicable laws. In addition, ensure you secure the survey and underlying layers and only share the content with appropriate members of your organization.

Update feature layer views

The Coronavirus Business Continuity solution includes a series of views created from the Facilities and Personnel feature layers. Organizations may want to modify the Facility Status Report and Individual Check-in surveys by first adding new fields to the feature layers and then configuring the surveys to use the newly created fields. When doing so, the new fields must be exposed in the appropriate views. Additionally, some views are created by joining two sources together, and these views must be re-created with the same name and URL after a new field is added.

Organizations may want to modify the Facility Status Report, Individual Check-in, and Team Check-in surveys by adding new survey questions. When adding new questions, begin with the Update feature layer views section below. For changes such as removing questions or formatting the survey, proceed to the Modify business continuity surveys section.

To add one, or more, fields to a layer and re-create the views, complete the following steps:

  1. Add a new field to a layer in the Facilities or Personnel hosted feature layer.
  2. Browse to the view in your contents.
  3. Click the Open in Map View drop-down arrow and click Add to new map.
  4. Click the More Options more options on the appropriate layer or table click Set View Definition, and click Define Fields.
  5. Scroll to the newly created field and check the box. Click Apply.

    The new field is added to the view’s definition.

To update a join view, complete the following steps:

  1. Browse to the join view in your contents (for example, Facilities_current).
  2. On the item page, scroll to the URL section. Click the Copy button.
  3. Paste the copied URL into Microsoft Notepad or another text editor for reference.
    Note:

    The feature layer name will be used below when re-creating the join. The name can be found after services in the URL structure and may also contain a unique GUID. For example, Facilities_current_a45f71a48587425c9b90ee5527cd26d1.

  4. Delete the existing join view (for example, Facilities_current).
  5. Add the source hosted feature layer to a new web map (for example, Facilities).
  6. Click Analysis > Summarize Data > Join Features.
  7. Configure the join using the following table:

    Name of joinTarget layerLayer to join to the target layerFields to matchJoin operationDefine which record is kept

    Facilities_current

    Facilities

    Facilities Status Report

    GlobalID = facilityguid

    Join one to one

    Order by created_date/Newest

    Facilities_public

    Facilities

    Facilities Status Report

    GlobalID = facilityguid

    Join one to one

    Order by created_date/Newest

    Personnel_all

    Personnel

    Personnel Information

    Creator = username

    Join one to one

    Order by CreateDate/Newest

    Personnel_current

    Personnel Information

    Personnel

    Username = Creator

    Join one to one

    Order by CreateDate/Newest

    Note:

    Ensure each new join view uses the names defined in this table. If you use the same names, the layers in the map and the existing dashboard widgets do not have to reconfigured. If your join view contains a unique GUID, the new join view needs to be named with the unique GUID.

  8. If necessary, uncheck Use current map extent.
  9. Check Create results as hosted feature layer view.
  10. Update the Personnel Status Dashboard or Facilities Status Dashboard to account for the new fields you added to the layers.

Modify business continuity surveys

To modify a Coronavirus Business Continuity survey, complete the following steps:

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  3. Click Facility Status Report to download the survey.
    Note:

    The Facility Status Report survey is an example. The steps below are the same for the Individual Check-in or Team Check-in surveys.

  4. Click Facility Status Report again to open the survey.
  5. On the left pane, click Open XLSForm Spreadsheet.
  6. In the Microsoft Excel spreadsheet, click the choices tab.

    This tab comprises all the selectable options for survey questions.

  7. Revise the survey to reflect your needs.
  8. Save the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  9. In ArcGIS Survey123 Connect, click Publish in the left pane to publish your changes.