Use Cemetery Management

The Cemetery Management solution delivers a set of capabilities that help local governments inventory publicly owned cemeteries and gravesites, monitor cemetery operations, and share gravesite and burial information with the public.

In this topic, you’ll learn how to use the solution by assuming the role of a user and performing the workflows below.

Note:
Use your organization's data or configured apps to follow these workflows.

Manage gravesite inventory

An organization cannot effectively manage their cemeteries unless it knows how many gravesites each cemetery has, who owns each gravesite, and who, if anyone, is buried there. Therefore, the first step an organization must take to manage one or more cemeteries is to create a gravesite inventory.

In this workflow, you will assume the role of a mapping technician who is responsible for maintaining an authoritative gravesite inventory. The Cemetery Data Management ArcGIS Pro project includes a series of tasks to help guide you through these workflows.

  1. Sign in to your ArcGIS organization and browse to the Cemetery Data Management item.
  2. From the item page, click Download.
  3. Unzip the downloaded folder, and then from the unzipped folder, open the ArcGIS Pro project.
  4. In the Catalog pane, expand the Tasks folder.
    Note:

    If you do not see the Catalog pane, from the View tab, in the Windows group, click Catalog Pane.

  5. Double-click the Cemetery Data Management task item.
  6. In the Tasks pane, review the collection of tasks included in the Getting started task group.
    Tip:
    Click a task name to view its description at the bottom of the Tasks pane.
  7. Cemetery Data Management is used to load and create the authoritative cemetery and gravesite inventory data used in the solution.
  8. Before proceeding to subsequent tasks, follow the instructions in the Add cemetery layer task to add the Cemeteries feature layer deployed with the solution.

Create cemetery data

The Create cemetery data task group can be used to create new cemetery data using existing hardcopy maps or related source information.

  1. In the Tasks pane, expand the Create cemetery data task group.

    If existing cemetery and gravesite data if is not available, you can use this task to create new data.

  2. Follow the instructions in the task group to create new cemeteries, sections, blocks, lots, and gravesites.

Load cemetery data

The Load cemetery data task group can be used to load an organization's existing cemetery data into the layers provided.

  1. In the Tasks pane, expand the Load cemetery data task group.

    If your organization has existing cemetery and gravesite data, you can use this task group to load the data into the Cemeteries feature layer.

  2. Follow the instructions in the task group to load your organization's existing data into the Cemeteries feature layer deployed with the solution.

Load burial and ownership information

The Load burial and ownership information task group can be used to load an organization's existing burial and ownership into the layer's provided.

  1. In the Tasks pane, expand the Load burial and ownership task group.

    If your organization has existing burial and ownership records in the form of spreadsheets or tables, you can use this task to load the records into the Cemeteries feature layer.

  2. Follow the instructions in the task group to load your organization's existing burial and ownership records into the Cemeteries feature layer deployed with the solution.

Validate gravesite information

Gravesite and burial information can be validated and enhanced in the field after it has been loaded or created in the Cemetery Data Management ArcGIS Pro project.

In this workflow, you will assume the role of a cemetery administrator who needs to validate and enhance gravesite and burial information in the field.

  1. Download ArcGIS Field Maps onto your mobile device.
  2. Open ArcGIS Field Maps and sign in to your ArcGIS organization.
  3. Tap the Cemetery Field Map to open it.
  4. Tap a gravesite in the map to view its details.
  5. Tap Edit.
  6. Optionally, modify the gravesite's status.
  7. Optionally, take or attach a photo of the gravesite.
  8. When you're finished, at the top right, tap the check mark or Submit.
    Note:

    Your interface may vary depending on the type of mobile device that you use.

  9. In the Related section, tap Burials.

    Any burial information for the selected gravesite is displayed.

  10. If information is present, tap the burial record and swipe up on the form to review or edit the information.
  11. Tap Add.
  12. Swipe up on the form to expand the form.
  13. Optionally, take or attach a photo of the burial site or monument.
  14. Complete the form with available information.
  15. When you're finished, at the top right, tap the check mark or Submit.
    Note:

    Your interface may vary depending on the type of mobile device that you use.

  16. Swipe up on the form to review the recorded burial information.

Manage cemetery information

Cemetery administrators need to manage and maintain gravesite ownership and burial information and ensure the records are up to date. They also need to review memorials that have been submitted by the public and approve them before they can be shared in the public-facing Cemetery Viewer app.

In this workflow, you will assume the role of a cemetery administrator who needs to manage gravesite burial and ownership information, update cemetery details, and approve pending memorial submissions.

  1. Sign in to your ArcGIS organization and browse to the Cemetery Manager app.
  2. From the item page, click View.
  3. The Cemetery Manager app contains four categories, representing different aspects of cemetery operations:
    • Burials
    • Cemeteries
    • Memorials
    • Owners

    Next, you will manage the information for each of these categories.

Update burial details

In this workflow, you will use the Cemetery Manager app to update a gravesite's burial details.

  1. In the left panel of the Cemetery Manager app, click Burials.
  2. Click a gravesite from the list to view its details.
  3. On the Records tab, review any existing burial details.
  4. Click the Edit record button Edit.
  5. Edit the details for the burial record, and then click Save.
  6. Click the Add Record button to add a new burial.
  7. Complete the details for the burial, and then click Save.
  8. Click the Details tab.
  9. Review the gravesite details.
  10. Click the Edit record button Edit.
  11. Optionally, update the gravesite's status and cost, and then click Save.

Update cemetery details

In this workflow, you will use the Cemetery Manager app to update cemetery details.

  1. In the Cemetery Manager app, expand the left panel and click Cemeteries.
  2. Click a cemetery from the list to view its details.
  3. On the Details tab, review any existing cemetery details.
  4. Click the Edit record button Edit.
  5. Edit the cemetery details, and then click Save.

Review submitted memorials

In this workflow, you will use the Cemetery Manager app to review pending memorials submitted by the public.

  1. In the Cemetery Manager app, expand the left panel and click Memorials.
  2. Click the Status column filter.
  3. Click the Status is drop-down arrow and choose Pending to view pending memorial submissions.
  4. Click a memorial from the list to view its details.
  5. Click the Edit record button Edit.
  6. Click the Status drop-down arrow and choose Approved.

    Approved memorials will appear in the Cemetery Viewer app.

  7. Optionally, modify the text in the Memory field.
  8. Click Save.

Update ownership details

In this workflow, you will use the Cemetery Manager app to update a gravesite's ownership details.

  1. In the Cemetery Manager app, expand the left panel and click Owners.
  2. Click a gravesite from the list to view its details.
  3. On the Records tab, review any existing ownership details.
  4. Click the Edit record button Edit.
  5. Edit the details for the owner record, and then click Save.
  6. Click the Add Record button to add a new owner.
  7. Complete the details for the owner, and then click Save.
  8. Click the Details tab.
  9. Review the gravesite details.
  10. Click the Edit record button.
  11. Optionally, update the gravesite's status and cost, and then click Save.

Monitor cemetery operations

Over time, cemetery administrators need to monitor and understand the status of gravesites and burials in their cemeteries.

In this workflow, you will assume the role of a cemetery administrator who wants to review the current conditions of the cemeteries they are responsible for.

  1. In a browser, verify that you are signed in to your ArcGIS organization and browse to the Cemetery Dashboard app.
  2. From the item page, click View Dashboard.
  3. At the top right, review the high-level metrics for gravesites, burials, and gravesite revenue.
  4. Use the Gravesite Status chart to filter and explore occupied, sold, and available gravesites.
    Note:

    Dashboard charts are linked. If you click a status in the Gravesite Status chart, related details are filtered and updated in other elements in the dashboard.

  5. On the left, in the filter panel, use filters to explore gravesites, burial, and ownership details.
  6. At the bottom of the dashboard, in the Burials and Owners tables, click a record to learn more about the burial or owner and to see its gravesite's location.
  7. At the bottom of the dashboard, click the Burials By Month or Sales By Month tabs to view burials and sales by month.
  8. Use the Select tool in the top left of the map to select a gravesite and view burial and ownership information.

View cemetery information

Cemeteries are valuable historic resources that offer insight into a community's unique population. They also serve as memorials that comfort people as they process the loss of loved ones. As a result, cemeteries garner significant interest from residents and visitors alike to learn about their history and locate loved ones that have been laid to rest there.

You will now assume the role of a resident who is interested in learning about the history of their community's cemeteries and locating a loved one's burial site.

Explore cemeteries

Cemeteries are historic resources that act as a place of memorial for residents in the community.

To explore and learn about cemeteries in the community, complete the following steps:

  1. In a browser, open the Cemetery Viewer app.

    The app opens on the Explore Our Cemeteries page.

  2. Click a cemetery in the map or list to view its details.
  3. Zoom in to view gravesites.
  4. Click the Legend button to better understand the status of each gravesite.
  5. Click a gravesite to view its status and burial details if there are any present.

Find a loved one and submit a memorial

Often, members of the public want to locate a loved one in the cemetery or share a memory of them.

In this workflow, you will assume the role of a resident who wants to search for their loved one and share a memory.

  1. In the Cemetery Viewer, click the Find a Loved One tab.
  2. In the search bar at the top left, type the name of a loved one or gravesite ID.
  3. Click the search result from the suggested list.

    The map zooms to the location of the selected search result and highlights it.

  4. Click the gravesite in the map to view its details.
  5. In the pop-up, under Burials, click the loved one's burial record.
  6. View burial details and any submitted memorials.
  7. Click Share a Loving Memorial.

    The Loving Memorial form opens in a new tab.

  8. Click the Relationship drop-down arrow and select a relationship type.
  9. For Memory, type a memory of your loved one.
  10. Optionally, attach a photo of the loved one.
  11. For Contact Information, provide your first name, last name, email, and phone number.
  12. Click Submit.

    A message appears saying the memorial submission will be reviewed and approved by internal staff prior to appearing in the Cemetery Viewer app.