Prepare a feature layer

Before you begin the operation, you'll prepare a feature layer to be used during all stages of the operation. Field workers will use this layer to mark the location of guardrail end treatments and add more detailed information about their type and replacement status.

Create a feature layer

First, you'll create the layer in ArcGIS Online and provide basic metadata.

  1. Sign in to your ArcGIS organization.
    Note:

    If you don't have an organizational account, you can sign up for an ArcGIS free trial.

  2. On the ribbon, click Content.

    Content tab on the ribbon

  3. On the Content page, click Create and choose Feature Layer.

    Create feature layer

    The Create a feature layer window appears. It contains many feature layer templates, including one for guardrails. However, your operation requires custom fields to track replacement status and other specific information. You'll use the basic Points template and add the custom fields later.

  4. In the search bar, type Points. Click the Points feature layer template.

    Points feature layer template in list of search results

    A pane appears with more information about the template.

  5. Click Create.

    The default name of the new layer is Point layer. You'll change the layer name to be more meaningful and ensure that it is formatted correctly. For a layer to be used in ArcGIS Survey123, its name must have no spaces.

  6. Click the layer name (Point layer) to edit the name. Replace the existing text with GuardrailEnds and press Enter.

    You'll also enable the layer to receive GPS information from Collector.

  7. Check Capture GPS receiver information.

    Layer name and Capture GPS receiver information box

  8. Click Next.

    Next, you'll choose the layer's default extent.

  9. Zoom to Dallas, Texas. (Your extent does not need to match the example image exactly.)

    Zoom to Dallas area

    Default extent set to Dallas, Texas

  10. Click Next.
  11. Enter the following parameters:
    • For Title, type Guardrail End Treatments (and add your name or initials).
    • For Tags, add the tags Survey123, Collector, QuickCapture, Texas, and Department of Transportation.
    • For Summary, type A layer used to collect data regarding the end treatments of guardrails throughout Texas. This data will originally be collected in QuickCapture, modified in Collector, and finalized in Survey123.
    Note:

    Layers must have unique names within your organization. Adding your name or initials ensures that the layer name is unique.

  12. Optionally, for Save in folder, choose a folder.
  13. Click Done.

    Create a feature layer parameters

    After a few moments, the layer is created and its details page appears.

Add a custom field

You've created the feature layer that your field workers will use during all three stages of the operation. Next, you'll add a custom field specific to the guardrail end treatment data you want to collect.

  1. On the details page, click the Data tab.

    Data tab

    The layer currently has no data because your field workers haven't started collecting it yet.

  2. Click the Fields button.

    Fields button

    The fields are shown in a list. Next, you'll add several new fields. The first field will be for the guardrail end treatment type.

  3. Click the Add button.

    Add button

  4. In the Add Field window, enter the following parameters:
    • For Field Name, type GuardrailEndType (with no spaces).
    • For Display Name, type Guardrail End Type.
    • Uncheck Allow Null Values.

    Add Field window for the GuardrailEndType field

    By unchecking Allow Null Values, you ensure that field workers must provide the guardrail end treatment type when collecting information.

  5. Click Add New Field.

    The field is added to the end of the list of fields. Currently, field workers will be able to type the guardrail end treatment type when filling in this field. However, there are only a few types. To reduce the time spent filling in the field and minimize the chance of errors, you'll create a list of the types from which workers can choose.

  6. Scroll to the bottom of the list of fields and click the Guardrail End Type field.
  7. A new page appears. Click Create List.

    Create List button

    Each item in the list must have a label (the displayed value) and a code (the stored value). Codes cannot have spaces or special characters. Both labels and codes are case sensitive.

  8. Add the following list items (click Add to create a list item):

    Label Code

    X-Lite

    X-Lite

    ET Plus

    ETPlus

    ET 2000

    ET2000

    SoftStop

    SoftStop

    Other

    Other

    List items for the Guardrail End Type field

  9. Click Save. In the upper right corner of the Guardrail End Type field, click the X.

    You return to the list of fields.

Add more fields

You'll add several more fields to the feature layer. Some of these fields have lists and some do not.

  1. Click Add. Add a field with the following parameters:
    • For Field Name, type Roadside.
    • For Display Name, type Roadside.
    • Uncheck Allow Null Values.
  2. For the Roadside field, create a list with the following list items:

    Label Code

    Left

    Left

    Right

    Right

  3. Add a field with the following parameters:
    • For Field Name, type RouteName.
    • For Display Name, type Route Name.
  4. Add a field with the following parameters:
    • For Field Name, type Direction.
    • For Display Name, type Direction of Travel.
    • For Type, choose Double.
  5. Add a field with the following parameters:
    • For Field Name, type Priority.
    • For Display Name, type Priority.
  6. For the Priority field, create a list with the following list items:

    Label Code

    High

    High

    Moderate

    Moderate

    Low

    Low

  7. Add a field with the following parameters:
    • For Field Name, type ReplacementDate.
    • For Display Name, type Date of Replacement.
    • For Type, choose Date.
  8. Add a field with the following parameters:
    • For Field Name, type ReplacementStatus.
    • For Display Name, type Status of Replacement.
    • For Default Value, type Not Started.
  9. For the Status of Replacement field, create a list with the following list items:

    Label Code

    Not Started

    NotStarted

    In Progress

    InProgress

    Successful Completion

    Completed

  10. Create a field with the following parameters:
    • For Field Name, type AdditionalComments.
    • For Display Name, type Additional Comments.

    You've added all the fields necessary for the guardrail end treatment replacement project.

    Before you continue, you'll also configure the layer's default symbology so that it has a different symbol for each guardrail end treatment type.

  11. Click the Visualization tab.

    Visualization tab

  12. Click the Change Style button.

    Change Style button

  13. For Choose an attribute to show, choose Guardrail End Type.

    Guardrail End Type field chosen for Choose an attribute to show

  14. Click Done.

    The legend lists the five types of guardrail end treatments, each with a unique symbol.

    Legend with unique symbols for each guardrail end treatment type

  15. Click Save Layer.

You've created a feature layer to contain information about guardrail end treatments collected by your field workers. You also configured custom fields specific to your operation. This layer will be used in each stage of your operation.


Manage the reconnaissance phase

The operation to replace guardrail end treatments throughout Texas will have three phases: reconnaissance, review, and replacement. The reconnaissance phase is a broad review of all guardrail end treatments in the state. Field workers will drive every road in the state and quickly collect data without leaving their vehicles. Then, a TxDOT district manager will examine the data and determine which maintenance areas to prioritize.

For this stage, you'll create an ArcGIS QuickCapture project. QuickCapture is an app that allows users to quickly record observations in the field. Your project will help field workers add data for each guardrail end treatment they see while on the road.

Create a QuickCapture project

You'll create a QuickCapture project using the feature layer. In the project, the guardrail end treatment types (ET 2000, ET Plus, SoftStop, X-Lite, and Other) will appear as groups and the feature templates (Left and Right) will appear as buttons.

  1. Go to the ArcGIS QuickCapture site (also called QuickCapture Designer). If necessary, sign in with your ArcGIS account.

    Once you sign in, you are directed to the My projects page. This page lists your QuickCapture projects.

  2. Click the New Project button and choose Start from existing layers.

    You're prompted to choose the feature layers you want to use in the project.

  3. Locate and click your Guardrail End Treatments feature layer to select it. At the bottom of the screen, click Next.

    Next, you'll confirm the project's basic information, such as its title.

  4. For Title, type Guardrail End Treatments and add your name or initials. Confirm that Data recovery email is set to a valid email address.
  5. Click Create.

    The QuickCapture project is created. It displays a preview of the app that your field workers will access using their mobile devices. The app lists each guardrail end treatment type. A warning appears on each button because they each have required fields that you will configure.

    Default QuickCapture project

  6. Click the Group button and drag it to the project preview to create a group.

    Dragging the Group button

  7. Click the new group to select it. In the side panel, change the label of the new group to ET 2000.
  8. Drag the ET 2000 button into the ET 2000 group, and change the label of the button to Left.

    Rename ET 2000 button Left

  9. In the side panel for the Left button, click the Data tab. Scroll down the list to find the Roadside field.
  10. Click the Roadside field and click Left.

    Left selected from Roadside list

  11. Duplicate Duplicate button the Left button. Change the label of this duplicated button to Right.
  12. On the Data tab of the Right button, find the Roadside field and change it to Right.
  13. Repeat steps 6 through 12 for each guardrail end type and delete the original group (GuardrailEnds).

    Preview of configured project

  14. In the preview, select one button. Hold the Shift key and click all of the other buttons so that all 10 buttons are selected (you may need to temporarily release the Shift key and scroll select all of the buttons).
  15. In the properties pane, for Size, click and drag the slider all the way to the left.

    Set to smallest size

  16. On the Data tab, under Capture fields, notice that all default variables have automatically been assigned to their appropriate fields.
  17. On the ribbon, click Save.

    Save button

    A message appears, confirming that your project is saved and can be downloaded in the QuickCapture mobile app.

  18. Close the QuickCapture project.

Capture a record

For the purposes of this exercise, you don't need to drive the roads of Texas to collect guardrail end treatment data. However, to test your project, you'll open it in the QuickCapture mobile app and capture an example record.

  1. Open ArcGIS QuickCapture on your mobile device.
    Note:

    If you don't have the ArcGIS QuickCapture mobile app, you can install it from the App Store or Google Play, depending on your device.

  2. Click Sign in with ArcGIS Online and sign in with your ArcGIS account.

    The My workspace page appears. This page lists all the projects downloaded to your device.

  3. Tap the + button, then tap Browse Projects.

    All QuickCapture projects available to you are listed. These include projects you've created and projects shared with your organization.

  4. Locate your Guardrail End Treatments project and click the download button.

    Download button

    Note:

    Depending on your device, your interface may differ from the example images.

    Once downloaded, the download button becomes an information button. You can click the information button to see the project metadata, whether a project update is available, and if there are records that have failed to send.

  5. Click the information button.

    Information button

    Currently, your project doesn't have much metadata.

  6. Click Capture.

    The project opens. It contains grouped buttons similar to the preview you saw when you configured the app.

  7. In the ET 2000 group, click the Left button.

    Left button in the ET 2000 group

    Note:

    To capture a feature, your device's GPS must meet an accuracy threshold. If your GPS does not meet the threshold, you'll receive an error message. If you cannot capture a feature, continue to the next section.

    The feature is captured at your current location (which is probably not in Texas). The feature has attribute information that indicates it is an ET 2000 guardrail end treatment on the left side of the road. Other attribute information, such as altitude and direction of travel, is captured automatically from your device's sensor.

    Note:

    The Direction of Travel attribute will only be collected if you are moving at the time of capture.

  8. Click other buttons to collect more features.

    If your device is connected to the internet, your captured points are automatically sent to the feature service after a short interval. If points have not been sent, a number appears in the upper right corner of the project.

    Note:

    You can also tap the number in the upper right corner and click send.

  9. Once satisfied, close the ArcGIS QuickCapture mobile app.

Add sample data

Next, you'll analyze the captured data in ArcGIS Online. Because you only captured a few sample points, you'll use guardrail end treatment data collected by TxDOT officials when they performed the replacement operation. You'll append this data to the guardrail maintenance layer you created.

  1. Download the GuardrailEndTreatments.zip file. This contains a file geodatabase.
  2. Go to your ArcGIS organization. If necessary, sign in. On the ribbon, click the Content tab and click the name of your Guardrail End Treatments feature layer (not the QuickCapture project).

    Select your feature layer

  3. Click Update Data and choose Append Data to Layer.

    Append Data to Layer option

    The Append Data window appears.

  4. Click Choose File. Browse to and double-click the GuardrailEndTreatments.zip file that you downloaded.
  5. For Contents, choose File Geodatabase.

    Choose file to append

  6. Click Upload and Continue and click Apply Updates.

    The data is appended.

  7. On the details page, click Open in Map Viewer.

    Your data is added to the map. It includes the appended data and the sample records you collected, but you only want to focus on the appended data.

    The appended features are a subset of a larger dataset of guardrail end treatments collected by the Texas Department of Transportation. For the purposes of this exercise, the dataset has been filtered to include only X-Lite guardrail end treatments on major highways in the Dallas area. The X-Lite type is the type that needs to be replaced.

  8. If necessary, navigate to Dallas, Texas.

    Appended data added to the map

Analyze the data

Your map shows the location of X-Lite guardrail end treatments in the Dallas area. You'll analyze the density of the points to determine the locations where replacement efforts should be focused.

  1. In the Contents pane, point to the Guardrail End Treatments layer and click the Perform Analysis button.

    Perform Analysis button

  2. Expand Analyze Patterns and click Calculate Density.

    Calculate Density tool

    The Calculate Density tool opens. This tool will show you where the points are most densely concentrated. You don't need to change any of the default parameters.

  3. Uncheck Use current map extent and click Run Analysis.

    The tool runs and the Guardrail End Treatments Density layer is added to the map.

    Density layer added to map

    Note:

    If you are unable to run the Calculate Density tool, you can still continue to the next step.

    The densest locations are the darkest purple. According to your analysis, the most guardrail end treatments are located in the northeast corner of the Dallas-Fort Worth metropolitan area, near Plano and McKinney.

    To determine which maintenance teams will need to be deployed for the next stage of the operation, you'll add the TxDOT maintenance sections to the map.

  4. On the ribbon, click Add and choose Search for Layers.

    Search for Layers option in the Add menu

  5. Click My Content and choose ArcGIS Online. In the search bar, type TxDOT Maintenance Sections owner:Learn_ArcGIS and press Enter.

    Search box with TxDOT Maintenance Sections

  6. In the list of results, for TxDOT Maintenance Sections, click the Add button.

    Add button

    The maintenance sections are added to the map as polygons. They cover all of Texas. You'll filter the layer to only show maintenance sections in the Dallas area.

  7. At the top of the pane, click the Back button. In the Contents pane, point to the TxDOT Maintenance Sections layer and click the Filter button.

    Filter button

    The Filter window appears.

  8. Create the expression District Name is Dallas.

    Filter expression

  9. Click Apply Filter.

    Only maintenance sections in the Dallas district are displayed. According to your map, X-Lite guardrail end treatments are most densely clustered in the Collin maintenance section (the northeast section). With this information, the district manager can assign teams for further inspection.

    You won't need the density layer for the rest of the workflow, but it might be useful to have in case you need to refer to it again.

  10. In the Contents pane, uncheck the Guardrail End Treatments Density layer to turn it off.
  11. On the ribbon, click Save and choose Save As.

    Save as a new map

  12. Save the map with the following parameters:
    • For Title, type Guardrail End Treatments.
    • For Tags, add the tags Texas, Dallas, and Collector.
    • For Summary, type Information about guardrail end treatments collected by field workers.
  13. Click Save Map.

You've created a QuickCapture project to capture guardrail end treatments in Texas. After capturing a few sample points, you created a web map using sample data and used it to determine the areas to prioritize. You've completed the reconnaissance phase. Next, you'll move to the review phase.


Manage the review phase

During the review phase, the TxDOT district manager requests local maintenance teams to review the results obtained during the reconnaissance stage. These maintenance teams leave their vehicles to make standing inspections of each guardrail end treatment. They validate the information collected during the reconnaissance phase and add more detailed attribute information to the point features. Ultimately, they recommend whether a guardrail end treatment should be replaced.

Configure the map

Your web map will be used in Collector to review information about each end treatment. To ensure your map is legible for your field workers, you'll configure the map.

The maintenance sections are displayed above the other data, making the map difficult to read. You'll also adjust layer symbology and add labels so the map is more readable. Then, you'll configure the layer pop-up.

  1. If necessary, open your Guardrail End Treatments web map in Map Viewer.
  2. In the Contents pane, drag the Guardrail End Treatments layer above the TxDOT Maintenance Sections layer.
  3. Point to the TxDOT Maintenance Sections layer and click the Change Style button.

    Change Style button

  4. For Choose an attribute to show, choose Show location only.

    Set Style to Show location only

    You'll add symbol transparency so the points are easier to see.

  5. For Location (Single symbol), click Options. For Transparency, drag the slider to about 50 percent.

    Transparency slider set to 50 percent

  6. Click OK and click Done.

    Map with symbolized data

    Next, you'll add labels to the maintenance sections so that the name of each office appears on the map.

  7. In the Contents pane, point to the TxDOT Maintenance Sections layer. Click the More Options button and choose Create Labels.

    Create Labels option

    The default labels have black text, which can be difficult to read in some areas.

  8. In the Label Features pane, for Text, choose Office Name.
  9. Check the Halo check box. For the halo size, choose 2.

    Halo box

  10. Click OK.

    The labels are applied.

    Map with reference information removed

    The last part of your map that you'll configure is the pop-up for the Guardrail End Treatments layer. The pop-up determines which fields are editable in ArcGIS Collector, which your field workers will use in the next stage of the operation (review). You'll remove fields from the pop-up that will only be used during the third stage of the operation (replacement).

  11. In the Contents pane, point to your Guardrail End Treatments layer. Click the More Options button and choose Configure Pop-up.
  12. In the Configure Pop-up pane, for Pop-up Contents, click Configure Attributes.

    Configure Attributes button

    The Configure Attributes window appears. This window lists all of the layer's attribute fields and indicates which are displayed in the pop-up and which can be edited.

  13. In both the Display and Edit columns, uncheck the following fields:
    • Date of Replacement
    • Status of Replacement
    • Additional Comments

    Attributes not checked

  14. Click OK. In the Configure Pop-up pane, click OK.
  15. Save the map.

Edit features in Collector

The maintenance teams will use ArcGIS Collector to validate and edit attribute information for each feature. Collector is a mobile data collection app that provides more detailed collection than QuickCapture. As such, it's useful for the local maintenance teams who will perform in-depth inspections of the guardrail end treatments.

You'll open your web map in Collector and perform an inspection of one of the previously captured points.

  1. Open ArcGIS Collector on your Android, iOS, or Windows 10 device.
    Note:

    If you don't have ArcGIS Collector, it is available for free on Google Play for Android devices, the App Store for iPad and iPhone, and Microsoft for Windows 10 devices.

  2. Sign in with your ArcGIS account.

    After you sign in, a list of web maps appears. These are all the maps to which you have access that have editable data.

    Note:

    Depending on the device you use to access Collector, your interface may differ from the example images.

  3. Click your Guardrail End Treatments map.
  4. If you receive a notification asking you to allow ArcGIS Collector to access your location, click Allow.

    The map opens to your current location. This location is probably not Dallas, Texas.

  5. On the toolbar, click the search button. (It may look different than the example image.)

    Search button

  6. Search for Dallas and navigate to Dallas, Texas.

    Next, you'll perform an inspection.

  7. On the map, tap any point (you may need to zoom out to find them).
  8. Click the Points layer card that appears at the bottom of the map.

    A form appears. Your maintenance teams will edit the Priority entry. In this operation, all X-Lite guardrail end treatments must be replaced. They will all have a high priority.

  9. Click the edit button.

    Edit button

    The fields become editable.

  10. For Priority, choose High.

    Priority set to High

  11. On the ribbon, click Submit.

    Submit button

    Note:

    Android users may see a different interface.

    The changes to the feature are saved. Next, your field workers inspect a guardrail end treatment and discover that it was identified on the wrong side of the road. They'll edit the attributes accordingly.

  12. On the map, click any point. Click the Points card and click the Edit button.
  13. For Roadside, change the value either from Right to Left or Left to Right. For Priority, choose High.
  14. Click Submit.

    Changes can also be made to the Guardrail End Type, Route Name, or Direction of Travel attributes.

  15. Close Collector.

You've conducted a review of the QuickCapture points using Collector. After the review phase is completed, the replacement phase of the operation can begin.


Manage the replacement phase

Once the teams assigned to review each guardrail end treatment have made their recommendations, the replacement phase begins. In this phase, end treatments are assigned in batches to contractors for replacement. Once contractors have replaced an end treatment, they'll complete a form in ArcGIS Survey123 to record when the replacement was completed and what type of end treatment was used in the replacement.

Unlike Collector, which is primarily map-based, Survey123 uses digital forms. It's useful for field workers who may not have GIS expertise, such as the independent contractors who will manage the replacements. You'll create the Survey123 form that the contractors will use.

Create a survey

Your survey will consist of questions that will inform TxDOT when replacements took place and what type of guardrail end treatment was installed. You'll create the survey using the Survey123 Connect desktop app. The survey will then be used in the Survey123 field app.

  1. Open the Survey123 Connect desktop app.
    Note:

    If you don't have Survey123 Connect, you can download it from the ArcGIS Survey123 resources page. Under Get Survey123, under Survey123 Connect, click the download link for your desktop operating system. Run the downloaded installer and follow the instructions in the setup wizard.

  2. Click Sign In. Sign in using your ArcGIS account.
  3. Click New Survey.

    The New Survey window appears.

  4. For Title, type Guardrail End Treatments.

    Title parameter for the new survey

    While you can base the survey on a template, you'll base your survey on your Guardrail End Treatments feature layer.

  5. For Select an initial XLSForm design, choose Feature Service. Search for and choose your Guardrail End Treatments layer.

    Select an initial XLSForm design option

  6. Click Create Survey.

    The survey is created. In Survey123 Connect, a preview of the survey form appears. Also, a spreadsheet opens. Spreadsheets are the editing environment for Survey123 Connect surveys, with each survey question listed in a spreadsheet row.

    By default, the survey contains all the fields in the feature layer. You'll edit the form to remove fields that the contractors don't need, such as fields that were used in other stages of the operation.

  7. In the spreadsheet, look under the column title label and delete all rows except:
    • Point
    • Guardrail End Type
    • Route Name
    • Date of Replacement
    • Status of Replacement
    • Additional Comments

    The survey now has only six fields: Point, Guardrail End Type, Route Name, Date of Replacement, Status of Replacement, and Additional Comments.

    Survey after rows have been deleted

    The Point and Route Name fields provide the geographic location of the guardrail end treatments. While contractors need to be able to see this information, they should not be able to change it, because you already confirmed the location during the review phase. You'll make these fields read-only.

  8. For the Point and Route Name rows, in the readonly column, choose yes.

    Changes made to the readonly column

    To make best use of screen width, you'll format the Guardrail End Type question so that the five types are displayed horizontally.

  9. For the Guardrail End Type row, in the appearance column, choose horizontal.

    Changes made to the appearance column

  10. Save the spreadsheet.

    When you save the spreadsheet, the Survey123 Connect preview automatically updates to reflect the changes.

    Survey preview

    Note:

    The location of the point in your survey preview may differ from the example image.

    By default, Survey123 is designed for capturing new records. In your operation, contractors will be editing existing records. You'll enable the inbox for editing existing survey data.

  11. On the bottom ribbon, click Options.

    Options button

  12. Under Inbox, turn on Enable Inbox folder.

    You can set a query so that contractors only receive certain records as surveys. Your query will ensure that they only receive records with a high priority for replacement.

  13. For Query expression, type Priority='High'.

    Inbox parameters

    Your survey is ready to be published.

  14. Click Publish.

    Publish button

  15. In the Publish Survey window, click Publish Survey. After the survey is published, click OK.
  16. Close Survey123 Connect and the spreadsheet.

Record replacement information

Next, you'll use the Survey123 field app to record a sample replacement.

  1. Open the Survey123 field app on either your Android or iOS mobile device or on your Windows 10 operating system.
    Note:

    If you don't have the Survey123 field app, you can download it for free as a mobile app from the App Store, Google Play, or Amazon. Alternatively, you can download it for free as a desktop app from the ArcGIS Survey123 resources page.

  2. Click Sign In. Sign in using your ArcGIS account.

    Once you sign in, a list of your downloaded surveys appears.

  3. Click Download Surveys. (Depending on your device, you may need to click your user name first to find this option.)
  4. Search for Guardrail End Treatments. For your Guardrail End Treatments survey, click the download button.
    Note:

    Depending on the device you use to access Survey123, your interface may differ from the example images. The example images were captured using the desktop app.

    Download button

  5. On the ribbon, click the back arrow.

    You return to your list of surveys.

  6. Click the Guardrail End Treatments survey.
  7. Click Inbox.

    Inbox option

    A message appears, informing you that the inbox is empty.

  8. Click Refresh.

    The inbox is refreshed. All records that were assigned high priority in Collector are listed.

  9. Click the first record.

    Your contractors will record the new guardrail end type and the date and time of replacement.

  10. For Guardrail End Type, choose ET Plus. For Date of Replacement, choose the current date and time.

    Guardrail End Type and Date of Replacement parameters changed

  11. For Status of Replacement, choose Successful Completion. Optionally, for Additional Comments, write a comment.
  12. At the bottom of the survey, click the submit button (the check mark).

    Submit button

  13. Click Send Now. (If your device is offline, you'll only have the option to send later, when your device is online.)

    The record is sent and you return to the inbox. You can follow the same process to complete the remaining high-priority records, if there are any.

  14. Close Survey123.

You've created a survey for your contractors to use to record guardrail end treatment replacements. With this survey, you've completed all three stages of the operation. Next, you'll display the results.


Display the results

Now that the operation is complete, you'll display the results using ArcGIS Dashboards. A dashboard can include a map, charts, and other data, even when that data is updated in real time. Your dashboard will display an overview of the entire operation, including the locations of X-Lite guardrail end treatments in the Dallas area, the number of end treatments that have been replaced, and the total number of end treatments.

Add a map

First, you'll create a new dashboard. Then, you'll add your web map.

  1. Sign in to your ArcGIS organization.
  2. On the ribbon, click the App Launcher button and choose Dashboards.

    Dashboards app

    Your Dashboards home page appears. It contains a list of all of your dashboards.

  3. Click Create Dashboard.

    Create Dashboard button

    The Create new dashboard page appears.

  4. Enter the following information:
    • For Title, type Guardrail End Treatments.
    • For Tags, add the tags Survey123, Collector, QuickCapture, Texas, and Department of Transportation.
    • For Summary, type This dashboard displays the results of the guardrail end treatment replacement project. It displays a map showing the guardrail end treatments, their type, and replacement status.
  5. Click Create Dashboard.

    The dashboard is created. It is currently empty. First, you'll add the web map you created that shows the locations of X-Lite guardrail end treatments in the Dallas area.

  6. On the ribbon, click the add button and choose Map.

    Map option

    A list of your maps appears. (You can also add a map that is shared with you, even if you did not create it.)

  7. Click the thumbnail of your Guardrail End Treatments web map.

    Options for the map's settings appear. You'll add a scale bar and other basic map functionality.

  8. For Scalebar, choose Ruler. Turn on the Legend, Layer Visibility, and Zoom In/Out options.

    Options for the map

  9. Click Done.

    You return to your dashboard. Your map has been added. Before you continue, you'll add a header with the title of your dashboard.

  10. Click the add button and choose Header.
  11. Under Appearance, for Size, choose Large.

    Size set to Large

  12. For Logo Type, choose Icon. In the list of icons, scroll down and choose the guardrail icon (or any icon you think is appropriate).

    Guardrail icon

  13. Click Done.

    The header is added to the dashboard.

    Header on dashboard

Add an indicator

Next, you'll add an indicator. An indicator displays the total number of features in a layer you choose. Your indicator will show the total number of guardrails recorded by your feature layer.

  1. Click the add button and choose Indicator.

    You're prompted to choose a layer.

  2. Click the Guardrail End Treatments layer.

    Guardrail End Treatments layer

    Options for configuring the indicator appear, alongside a preview of the indicator. Currently, the indicator only contains the number of features in the layer. You'll add explanatory text.

  3. Click the Indicator tab.

    Indicator tab

  4. For Top Text, type Total Number of Guardrail End Treatments. For Bottom Text, type in Dallas.

    The preview automatically updates with the text. (Your number may differ from the example image.)

    Preview of the indicator

  5. Click Done.

    The indicator is added to the dashboard. By default, it takes up half the screen and is much larger than it needs to be. You'll leave its size unchanged for now. Once you add all the elements of your dashboard, you'll resize them appropriately.

Add a gauge

Next, you'll add a gauge. This gauge will show the total number of X-Lite guardrail end treatments replaced in the area.

  1. Click the add button and choose Gauge.

    As with the indicator, you're prompted to choose a layer on which the gauge will be based.

  2. Click the Guardrail End Treatments layer.

    Next, you'll configure the gauge. You'll create a filter so that the gauge shows features that have had their replacement status set to Successful Completion.

  3. Under Data Options, click the Filter button.

    Filter button

  4. For Field for the condition, choose Status of Replacement. For Select a value, choose Successful Completion.

    Expression for the filter

    Currently, the maximum value displayed in the gauge is a fixed value of 100. You'll change the maximum value to show the total count of guardrail end treatments.

  5. Under Maximum Value, for Value Type, click Statistic.

    Value Type parameter set to Statistic

    You'll also display the number of end treatments that have been replaced as a percentage.

  6. Click the Gauge tab.

    Gauge tab

  7. Under Value, turn on As Percentage.

    As Percentage parameter turned on

  8. Click the General tab. For Title, click Edit.

    Title parameter

  9. Type Percentage of X-Lite end treatments replaced in Dallas. Center the text.

    The preview updates to show the configured gauge. (Your percentage may differ from the example image.)

    Preview of the configured gauge

  10. Click Done.

    The gauge is added to the dashboard. As with the indicator, it is much larger than it needs to be, but you'll resize it later.

Add a chart

The final element you'll add to the dashboard is a pie chart. This pie chart will show the percentage of guardrail end treatments per route.

  1. Click the add button and choose Pie Chart. In the list of layers, click the Guardrail End Treatments layer.
  2. Under Data Options, for Category Field, choose Route Name.

    Category Field parameter set to Route Name

    The preview updates to include a pie chart with the percentage of guardrail end treatments per route. Next, you'll add explanatory text.

  3. Click the General tab. For Title, click Edit.
  4. Type Percentage of Guardrail End Treatments on United States Routes in Dallas. Center the text.
    Tip:

    Optionally, you can change the colors of the slices in the pie chart. Click the Slices tab. For each slice, click the color and change it to the color you want.

    The preview displays the completed pie chart.

    Preview of the configured pie chart

  5. Click Done.

    The pie chart is added to the dashboard. Next, you'll rearrange and resize dashboard elements.

  6. Point to the upper left corner of the pie chart element. Drag the Drag item button.

    Drag item button

    The element moves.

  7. Dock the pie chart element below the indicator element.

    Click and drag the pie chart to dock below the indicator element

  8. Dock the gauge element next to the indicator element.

    Click and drag the gauge element to dock to the left of the indicator element

  9. Point to the horizontal bar between the pie chart and other elements. Drag the bar up to increase the size of the pie chart.
  10. Drag the vertical bar between the map element and the other elements to increase the size of the map.
  11. Pan and zoom the map so that the data is in the center of the map element.

    Your dashboard is reorganized to better display all the elements.

    Final dashboard

  12. On the ribbon, click the save button.

    Save button

You've created a dashboard that shows a summary of the guardrail end treatments that have been assessed and replaced. This dashboard will update in real time as field workers capture points, complete reviews, and track replacements using QuickCapture, Collector, or Survey123.

In this lesson, you undertook a massive operation to replace guardrail end treatments in Texas. You created a feature layer to contain the end treatment data and used it in conjunction with several field apps to manage all stages of the operation. The three mobile apps you used (QuickCapture, Collector, and Survey123) can work concurrently or separately to produce accurate results. The data captured by these apps can be summarized and shared in apps such as ArcGIS Dashboards to keep managers and stakeholders informed. Overall, this lesson provided you a broad view of the capabilities of several ArcGIS apps.

You can find more lessons in the Learn ArcGIS Lesson Gallery.