Configure Homeless Point-in-Time Counts

In this topic you will learn how to configure the Homeless Point-in-Time Counts solution to meet specific needs in your organization and load your data if needed.

Extend homeless count survey

The Homeless Point-in-Time Counts solution includes a Homeless Countssurvey that can be used by volunteers to conduct annual point in-time counts. The questions provided are standard from guidance provided by the U.S. Department of Housing and Urban Development (HUD). However, you can extend this survey with your own questions. Review the preconfigured questions and adjust as necessary to remain in compliance with your organizational policies. 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

When adding new questions, begin with the steps listed below. For changes such as removing questions or formatting the survey proceed to the Modify homeless count form survey section.

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

  1. Sign into your ArcGIS Online organization and search for the Homeless Counts hosted feature layer.
  2. Add a new field to a layer in the Homeless Counts hosted feature layer.

Modify homeless count survey form

To modify the Homeless Counts survey, complete the following steps:

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS Online organization.
  3. Click on Homeless Counts to download the survey.
  4. Click on Homeless Counts again to open the survey.
  5. On the left pane, click Open XLSForm Spreadsheet.
  6. In the Microsoft Excel spreadsheet, click on 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.
  10. To view your changes in ArcGIS Survey123, , click Download on the Download Surveys page to download the updated survey.

Add shelter names pick list

Organizations conducting point-in-time counts may wish to add a list of selectable shelter names. Adding the shelter names as a pick list can help maintain data consistency and save time in the field.

To add your list of shelter names to a pick list, complete the following steps:

  1. Download and install ArcGIS Survey123 Connect Connect.
  2. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  3. Click on Homeless Counts to download the survey.
  4. Click on Homeless Counts again to open the survey.
  5. On the left pane, click Open XLSForm Spreadsheet.
  6. In the MicrosoftExcel spreadsheet, click on the choices tab. This tab comprises all the selectable options for survey questions.
  7. Update the name and label for shelter_name with your local areas shelters. Add additional shelter names and rows as needed, and if necessary delete all placeholder information.
  8. Click on the survey tab and in cell A5 change the word text to select_one shelter_name.
  9. In cell I5, type in the word minimal.
  10. For more information about changing the appearance of the question type, see Appearance.
  11. Save the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  12. In ArcGIS Survey123 Connect, click Publish in the left pane to publish your changes.
Note:

To view your changes in ArcGIS Survey123 Connect, on the Download Surveys page, click Download to download the updated survey.

Add spatial query to Homeless Count Dashboard

Organizations conducting point-in-time counts may want to add features such as neighborhoods, or city boundaries, as a spatial query to the Homeless Count Dashboard.

To add geometries as a spatial query, complete the following steps:

  1. Sign in to your ArcGIS Online organization.
  2. Browse to the Homeless Count Dashboard map.
  3. Click Add and choose a layer, and then change the layer style.
  4. Save the map.
  5. Browse to Homeless Count Dashboard and click Edit Dashboard.
  6. Click on the arrow on the left to open the left panel. Hover over the top right corner and click Add Category Selector in the drop-down.
  7. In Selector Options, change Categories Form to Features. Choose your layer and click Select Layer.
  8. Change Selection to Multiple.
  9. In the Title text box, type in a selector's title.
  10. Click on Actions tab on the left pane.
  11. Click the Add Action drop-down list and choose Filter.
  12. Click the Add Target drop-down list and choose an available target, exception for category, number and date selectors. Once the target has been chosen set the Method to Spatial.
  13. Click Done.
  14. Save the dashboard.