Skip To Content

Create and configure a Workforce project

In this lesson, you're the GIS administrator for the city of San Diego. One of your jobs is to support the efforts of the Fire Department by providing geographic data to facilitate its projects. One of the upcoming projects is inspecting fire hydrants. You already have the fire hydrant data. You'll create a Workforce project that the Fire Department will use to coordinate the inspections as they are completed in the field. As the project owner, you'll define the types of work and assign roles to dispatchers and mobile workers. The fire captain of each firehouse dispatches their house's firefighters (the mobile workers). The firefighters inspect and report back on the hydrants.

Note:

If you've followed the Create your first project exercise in the Workforce help, you've already seen the material covered in this lesson.

Create the Workforce project

As the project owner setting up the Workforce project, you'll work in the Workforce web app.

  1. Open the Workforce for ArcGIS web app. Sign in to your ArcGIS organizational account.

    Using ArcGIS Online

    Go to https://workforce.arcgis.com.

    Using ArcGIS Enterprise

    Go to https://host.domain.com/webadaptor/apps/workforce/ (where host, domain, and webadaptor are replaced by information about your portal).

    Note:

    If necessary, confirm that your ArcGIS Enterprise configuration is sufficient to complete these lessons.

    Note:

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

    The Projects page appears, showing any projects that you've created or that you participate in as a dispatcher or mobile worker.

  2. Click Create Project.

    You'll be the project owner. Only the project owner can configure the project, including adding assignment types and assigning roles. Once provided with a role in the project, designated users can participate as dispatchers and mobile workers.

  3. For your project's name, type Hydrant Inspections.

    The name describes the purpose of the project and is how dispatchers and mobile workers find the project. It must be 250 characters or less.

  4. Type a summary to remind participants of the project's intended purpose: Assign and monitor hydrant inspections in San Diego.

    This information is part of the project's details and is visible to people looking at your project's details in the ArcGIS website.

  5. Click Create project.

    It may take a moment to create the project. During project creation, the project, along with the maps and layers it uses, is created for you. In addition, a folder and a group are created in your ArcGIS organization for this project. You, as the project owner, are also added to the project as a dispatcher so that you can test it.

    Workforce puts all these components in place for you, so you can use the Workforce project immediately following creation, with minimal configuration.

    After the project is created, you see the Assignment Types tab.

    Tip:

    A Project Setup task list shows at the top of the page to guide you through configuring your project. The task list indicates which step you're on, which step to perform next, and which steps remain before your project is ready for use.

Provide the types of work

On the Assignment Types tab, you'll define the work that is being done in the project. For this lesson, both fire captains and firefighters refer to their work as hydrant inspections, so you'll use that term for your single type of assignment.

  1. In the Add an Assignment Type box, type hydrant inspection and click + Type.

Provide roles

Next, you'll add the users who will participate in this project. The roles define where the project can be used: dispatchers use the web app, while mobile workers use the mobile app. For this lesson, the fire captains are the dispatchers and the firefighters are the mobile workers.

  1. Click the third step in the Project Setup task list: Add Mobile Workers.

    The Users tab appears. You, as the project owner, are already added to the project as a dispatcher. This allows you to test the project. To use the Workforce mobile app, you need to be a mobile worker in the project.

  2. For Organization User, start typing your name to display a filtered list of users in your organization.
  3. Click your name.

    Because you can't add yourself as a dispatcher again, the Project Role is automatically set to Mobile Worker.

  4. Click + User.

    Another entry appears in the project's user list. This entry lists you as a mobile worker.

    Users tab with you listed as a mobile worker

    The third step in the Project Setup task list is now complete and the fourth step, Add More Dispatchers, is selected. A project requires at least one dispatcher (which includes your default role as dispatcher) and at least one mobile worker. Because you already have one of each role, you could click Skip this step to complete the project setup. However, you'll further configure the project.

  5. In the User list, point to your name for the dispatcher role and click Add details.
    Add details
  6. Provide a contact number and click Save.
  7. For your mobile worker role, add the following details:

    • Contact Number
    • Job Title: firefighter

    The new details appear in the user list.

  8. If you plan to have other users try your project, add those users to the project as dispatchers and mobile workers.
    Tip:

    You can add any organizational member that has editing privileges. To add users from another organization, see Add users from another organization.

Customize the map

Although your project is now ready to be used, you're going to continue configuring it by customizing the map. While in Workforce, the fire captain and firefighters want to see and search for the hydrants that need inspections. To add the hydrants to the map, you'll need to update the worker's and dispatcher's maps to include another layer.

  1. Click the Overview tab of your project.
  2. In the Maps list, click Dispatcher map to configure it.

    The map opens, allowing you to modify it as you do other maps in your organization. If it's your first time editing a dispatcher map, you're notified that changes will be visible to dispatchers and that you shouldn't remove the Assignments and Workers layers.

  3. In the notification, click Got It to continue editing the map.
  4. Click Add and click Search for Layers.
  5. In the Find box, type hydrants owner:esri_workforce.
  6. Set In to ArcGIS Online.
  7. Uncheck Within map area.
  8. Click Add next to the Fire_Hydrants layer.
    Fire_Hydrants layer

    The map extent changes to show the layer you just added. The hydrants are labeled on the map because labels were enabled on that layer.

  9. Return to your map's contents.

    Using ArcGIS Online or ArcGIS Enterprise 10.6.1 or later

    Click the back arrow.

    Using ArcGIS Enterprise 10.5.1 or 10.6

    Click Done Adding Layers.

    The Fire Hydrants layer is added to the top of your map's Contents pane.

  10. In the Contents pane, point to the Fire Hydrants layer, click the vertical ellipsis, and drag the layer below the Assignments layer to change the layer order.
    Layer order

    Keeping Workers and Assignments as the first and second layers in the map, with assets below them, will create a map that's better looking and easier to use. Workers will display over the other layers in the map, and assignments will display over the assets.

  11. In the Contents pane, click the Fire Hydrants layer to show its toolbar, click More Options More Options, and click Configure Pop-up.

    If you create an assignment from an asset, Workforce uses the pop-up title as the asset description and the location. You'll provide a pop-up title so that the location is useful to mobile workers.

  12. For Pop-up Title, delete the text, click Add Field Name [+], and choose HYD_ID {HYD_ID}.
    Add field name

    An assignment created for a particular hydrant will show the hydrant ID as its location.

  13. Click OK to save your pop-up changes.
  14. Click Save on the toolbar and click Save to save your map changes.

    The updates are now visible to the dispatchers.

  15. In the Contents pane, click About and click More Details to open the map's item page.
  16. Click the Settings tab and scroll to the Web Map Settings section. For Find Locations, check the By Layer box.

    You want dispatchers to be able to find hydrants on the map by searching for hydrant names. The hydrant name is stored in the HYD_ID field of the Fire Hydrants layer.

  17. Click Add Layer.
  18. In the three lists, choose the following layer search settings:
    • Fire_Hydrants (the layer to search)
    • HYD_ID (the field to query)
    • Contains (the search condition)
    Layer search settings

    By using Contains as the search condition, dispatchers will be able to search for partial hydrant names.

  19. Click Save.
  20. Close the map's item details and, in Workforce, close the map.
  21. Modify the Worker map in the same way so that mobile workers can see and search for hydrants.
    Worker map
    Note:

    You won't need to enable By Layer. It's already enabled because searching for workers by name was set up when you created the Workforce project.

    Worker map layer search settings

Configure additional settings

Next, you'll provide a thumbnail for your project, making it easily identifiable by dispatchers and mobile workers. You want to see mobile worker locations updating once a minute, so you'll configure location tracking too. Your mobile workers use Navigator for ArcGIS to get to the hydrants they inspect. Integration with Navigator for ArcGIS is enabled by default, so you'll just verify that it's enabled.

  1. Save this thumbnail to a location where you can easily find it.

    Thumbnails should adequately represent the assignments in the project and be meaningful to both dispatchers and mobile workers.

    Note:

    The ideal image thumbnail aspect ratio is 3:2.

  2. On the Overview tab, click the placeholder thumbnail next to About this Project.
  3. Browse to the thumbnail that you saved, select it, and click Open.

    Dispatchers and mobile workers will see this thumbnail when they browse to the project to open it. Mobile workers also see the thumbnail while the project is open.

  4. Click the Advanced tab of your project.
  5. Next to App Integration, click Expand to see the apps that mobile workers can use with Workforce.

    Navigator integration is enabled by default, whereas Collector, Explorer, and Survey123 integration are not enabled by default and require configuration. Navigator doesn't need configuration because it uses the map that is currently open in Navigator to get directions. Collector and Explorer open the map, and Survey123 opens the survey, that the Workforce project or assignment types are configured to work with.

  6. Next to Location Tracking, click Expand.

    You want to see your mobile workers' locations update every minute.

  7. Click Enable to track your mobile workers.
    Note:

    Location tracking and current location, or seeing your mobile workers' locations on the map, are different—location tracking logs the past positions of the mobile workers. You see the current locations of your mobile workers on the map even if you leave location tracking disabled.

  8. Use the slider to change the location tracking interval from the 30-second default to 1 minute.

    The mobile workers' positions will be recorded every minute while they are working.

  9. Click Update to save your new interval.
    Update on the Advanced tab

    Your project is ready for use.

  10. Click My Projects.

    The Projects page displays your new project.

    Tip:

    If you need to further configure the project later, point to the thumbnail on the Projects page and click the configure button that appears.

In this lesson, you created a Workforce project to manage hydrant inspections. You customized your project with the assignment type that makes sense for the work the project manages. Then, you added other users in their roles to give them access to the project. You now have a project that can be used to manage hydrant inspections in San Diego. In the next lesson, you'll use this Workforce project to manage assignments and monitor the inspections as the firefighters work in the field.