Configure Operations Management

In this topic, you will learn how to configure the Operations Management solution to meet specific needs in your organization. The apps included with the Operations Management solution come with Survey123 reports. When launched using Portal for ArcGIS the forms will have ItemIDs already assigned. Your solution deployment will include additional Survey123 forms which need to be synced with newly deployed dashboards and web apps. Follow the steps below to configure the solution.

Configure solution

Once Operations Management has been deployed, the Survey123 ItemIDs will need to be updated in order for your data to be displayed in the applications. Follow the steps below to configure the Operations Dashboard and the Operations Manager applications.

Configure Operations Dashboard

To use the Operations Dashboard to enter events, missions, status reports, and field reports, complete the following steps to update the itemIDs.

  1. Sign in to your ArcGIS Online organization.
  2. Browse to the Event Entry survey and open the Item Details page.
  3. Copy the Application ID highlighted application ID portion of URL into a text editor. An example application ID is highlighted in the preceding image.
  4. Do the same for Mission Entry, Status Report, andField Report surveys.
  5. Browse to the Operations Dashboard and select Edit Dashboard.
  6. Click on the Events tab.
  7. Select Configure Configure element for the Event Entry survey.
  8. In the URL section, replace the existing replaceitemid text with the one retrieved in step 3.
  9. Add portalUrl=https://<yourportal>.esri.com/arcgis to the end of the URL.

    This value will need to be replaced with your specific portal url. The complete structure for the Event Entry survey url will look similar to https://survey123.arcgis.com/share/a37dc89e02334ce3aa6656e58df6e334?portalUrl=https://<yourportal>.esri.com/arcgis.

  10. Click Done.
  11. Repeat steps 6-8 for the Mission Entry, Status Report, and Field Report surveys.
  12. For these surveys, add the following value to the end of the url &portalUrl=https://<yourportal>.esri.com/arcgis.

    The complete structure for the Mission Entry survey will look similar to https://survey123.arcgis.com/share/a37dc89e02334ce3aa6656e58df6e334?field:parentglobalid={globalid}&field:event_id={event_id}&portalUrl=https://exampleportal.esri.com/arcgis.

  13. Click Done.
  14. Click Save.

Configure Operations Manager

To use the Operations Manager to manage events and missions, complete the following steps to update the itemIDs for the Operations Manager map pop-ups.

  1. Browse to the Mission Entry survey and open the Item Details page.
  2. Copy the Application ID into a text editor.
  3. Do the same for Status Report and Field Report surveys.
  4. Browse to the Operations Manager Map and click Open in Map Viewer.
  5. Click the Content tab to show the map contents.
  6. Click Events.
  7. Click the More Options button Options and select Configure Pop-up.
  8. Click the Configure button to open the Custom Attribute Display window.
  9. Highlight the Submit a Mission hyperlink to activate the Create Link button.
  10. Click the Create Link button and replace the replaceitemid text with the itemID copied in step 2.
  11. Add &portalUrl=https://<yourportal>.esri.com/arcgis to the end of the url. Make sure to replace the portal url portion with your portal.
  12. Click Update and OK.
  13. Save your application.
  14. Click on Missions.
  15. Click the More Options button Options and select Configure Pop-up.
  16. Click Configure button to open the Custom Attribute Display window.
  17. Repeat steps 9-13 to replace the itemIDs within the hyperlinks for Status Report and Field Report itemIDs copied in step 3.
  18. Save your application.

Configure the Search widget

To use the Search widget within Operations Manager, complete the following steps.

  1. Open the Operations Manager web app in Editing Mode.
  2. Click to open the Widget tab and select the Search widget.
  3. In the Layer Source section select Set and navigate to the current Events and Missions layer in the Portal for ArcGIS radio option.
    • Alternatively, copy the updated Events and Missions map service URL and paste it in the Service URL radio option.
  4. Navigate to Add Search Source.
  5. Click on Feature Layer and select Events and Missions.
  6. Configure the rest of the widget and save your application.

Add additional data sources

The Operations Management solution allows operations management personnel to enter details about events and missions supporting events. It can be helpful to add additional data to provide context for feature entry and management.

The layers listed below can be added to the map to provide further context when entering new events, missions, status reports, and field reports.

Learn more about how to add layers to a map.

Extend the Operations Management Dashboard

The Operations Management Dashboard is pre-configured to display all units under the Assigned To section within the Survey123 form. It also displays default mission statuses. You may need to configure the dashboard to align with your organization.

Add a battalion

To add additional battalions or companies to the dashboard, complete the following steps:

  1. Browse to the Operations Management Dashboard and click Edit Dashboard.
  2. In the Mission Assignment/Status element, click the Configure button Configure element.
  3. Go to the Data tab, select the Filter window and under the Assigned To window select Include. At this point you will add only the units of interest and nothing else will be included.
  4. Save your application.

Modify mission status

The dashboards are pre-configured to display various statuses. The statuses can be modified or removed. If your organization uses a status that is not included, ensure a new category is added to the Survey123 form before adding it to the Operations Management Dashboard. To modify the mission statuses, complete the following steps:

  1. Select any Mission Status element and go to Editing Features.
  2. Click the Duplicate button Duplicate element to copy the setting of the existing indicator elements in order to add a new category. Make sure that the new category has been added to the Survey123 form first.
  3. Remove the status element by selecting the Delete Element.
  4. Save your application.

Modify lists

The dashboards included in this solution come with pre-selected and basic fields within their appropriate lists. Additional fields can easily be turned on when configuring your solution to better address your organization's needs. To modify lists, complete the following steps.

  1. Click the Configure button Configure element for any of the list components within the dashboard.
  2. Select the List tab and click Insert Insert to see the field options available.
  3. Select one or multiple fields to be added to the display.
  4. Add a label in front of your field item.
  5. Select Done.
  6. Save your application.

Extend Operations Manager

The Operations Manager web application includes a Summary widget that provides a clustering feature that can easily be enabled. This feature will perform groupings of the features on the map indicating potential hot spots. The Operations personnel can use this clustering information to begin deploying assets and resources to areas that show high concentrations.

Enable clustering

To enable clustering in the Summary widget, complete the following steps.

  1. Access the Operations Manager web app while in editing mode.
  2. Go to the Widget tab and select the Configure this Widget option for the Summary widget.
  3. Check Display as Summary Clusters.
  4. Click OK and save the application.