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Survey123 & Signatures After Sending a Survey

PamelaLocke1

I want to use Survey123 to keep track of a daily work related checklist. I would like to use the signature function to have the person filling out the survey sign it, and then send it. After the survey is sent, I would like the supervisor to have a way to also sign the survey, or somehow mark that they have reviewed it. Any suggestions how to go about doing that would be great. In addition - I like the "show individual response" option when reviewing survey123 data, is that option available in AGOL or only Survey123?

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JamesTedrick

Hi Pamela,

Currently, the Survey123 application can edit submitted information (see Prepare for editing existing survey data—Survey123 for ArcGIS | ArcGIS ); one technique that this supports is to have a second form that has additional questions compared to the first form (user's questions vs. supervisor's questions). One thing the editing capability currently does not support is the ability to add additional image-type questions such as a signature; in the interim another type of field, such as a text field confirming review, could be implemented.

PamelaLocke1

Hi James,

Thank you for the response. The supervisor won't necessarily have access to the same device that the survey is being sent from, it would also not be efficient for the supervisor to try and track down all devices so they can sign off on the survey. I am looking for a way for the supervisor to sign off or mark as reviewed after the survey as been sent from a web browser, not from the sent box in survey123.

PamelaLocke1

Ok I went through the link you sent more carefully - the inbox allows you to access all sent surveys from any device. That could potentially be helpful. The most helpful however, would be for the supervisor to be able to edit surveys sent from a web browser on their computer....just to be able to mark them as viewed. I wish their was the capability to edit from the survey123 site and not have to pop open the map viewer.

GaryBowles1

Pamela,

The supervisor can install the Survey123 Mobile App on their computer and then can scroll through the in-box and fill in their initials on a question such as "Reviewed by Supervisor". This works and is an easy method to view all of the sent surveys without going through a map viewer.

--gary

PamelaLocke1

Thank you for the responses - i will have my supervisor download Survey123 onto their desktop.

Now I have another questions. In the Inbox I can set a Query expression to filter the surveys that the supervisor can see in the Inbox. I have a text field where the supervisor types in their name. If I want the query expression to to show surveys where the supervisor name field is blank, what is the correct expression?

I've tried tried a few different things but keep striking out!

Thanks - Pamela

PamelaLocke1

Also - is there a way have only the supervisor be able to edit the Inbox? and not the other usernames?

JamesTedrick

Hi Pamela,

The correct statement for empty boxes would <fieldname> IS NULL where <fieldname> is the name of the question the supervisor needs to fill out (without the angle brackets). In terms of having the supervisor be the only one to edit the Inbox, the normal method is to have two forms - the form you have already for everyone else (that hides the supervisor question), and a form for the supervisor that shows the question. You can then share the form for the only to the supervisor via a group that only you & the supervisor are in.

PamelaLocke1

Thanks James - I got the NULL value working!

So by having 2 forms, you mean creating 2 separate surveys, one with a hidden field and one with the same field but not hidden? How does that work? I want the supervisor to be able to edit the hidden field in the sent forms in the in box...is there a step by step guide how to set that up? haha. Sorry a little confused...

JamesTedrick

Hi Pamela,

We don't have a step by step guide, but...

1) Author the form with *all* the questions needed (supervisor & field worker) and publish to create the feature service

2) Create a new survey from that feature service; remove all the questions the field worker does not need. Publish the form - this is the field worker view

3) Create a new survey from that feature service; keep only the questions that the supervisor needs (if different than #1). Publish with the Inbox enabled - this is the supervisor form.

CraigMcIntyre1

Hello,

Has there been any progress with allowing a signature when editing a survey within the inbox? I too need some sort of 'supervisor' review check of a survey.

Thanks Survey123 & Signatures After Sending a Survey‌

PamelaLocke1

Hi Craig, this is the solution I used and it works quite well.

I have a field and a supervisor survey. The supervisor can see sent surveys that have not been signed by the supervisor and sign them via his inbox within the Survey123 app. Here is how I set it up.

I always use the advanced excel template when setting up my surveys.

1. Create the survey with All of the questions you want, including the supervisors signature.

2. Publish this as the Field Survey

3. Create a new survey from a feature class, and use the feature class that was created with the field survey, this will be the supervisors survey.

4. On the supervisors survey enable the Inbox, and i used an expression "supervisor signature is NULL" so when the supervisor logs in they only see the surveys they did not sign.

5. This step is optional, but i then went back into the field survey and made the supervisor signature as the "hidden" format instead of "text" so the field workers could not see/sign the supervisor's signature themselves.

6. I also played around with the "instance name" on the setting tab of the excel spreadsheet so the surveys would show up as the survey date and an attribute from the survey - this way when the supervisor is looking at them in his inbox, he can easily identify surveys.

I hope that helps, if you need further detail or screenshots let me know!.

Pamela

newwollyka

Hi,

I am facing the same problem with the select multiple changing to text. Should I leave it as text for the supervisor form?

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