topic Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards. in Coronavirus disease 2019 (COVID-19) Questions

Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

SarahL3 — Thu, 02 Apr 2020 21:34:01 GMT

Hi,

I deployed the solution yesterday and followed the steps for linking the Facility Status Report IDs to the map and the dashboard. I tried a few test entries for the Survey123 forms but did not see any changes to the corresponding dashboards. I also noticed there was no way to select or type in a Facility Name. When I opened it up in Survey123 Connect, it showed as hidden-input. I had also input some data into the two CSV files and updated those but did not see those changes take place. I must be missing a step to connect it all together. Anyone else try yet?

Sarah

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Fri, 03 Apr 2020 14:36:08 GMT

Hi Sarah! In order for the Individual or Team Check-In Survey123 data to appear in the Personnel Status Dashboard, each of the users submitting data must have a record/feature in the the Personnel hosted feature layer. To add a record for each staff member, follow the steps below:

(1) Download the provided PersonnelSource CSV file

(2) Open the PersonnelSource CSV file, and fill out rows for you and all members of your staff who will be reporting with Survey123*

(3) Append your updated CSV table to the provided Personnel hosted feature layer as shown in the image below using ArcGIS Online:

(4) Submit an Individual or Team Check-In survey while logged in with your username, you will see your information appear in the Personnel Status Dashboard.

Please follow these same steps for the Facilities Status Dashboard by filling out the provided FacilitySource CSV and appending it to the Facilities hosted feature layer. Then, when you submit a survey, you'll see your results appear in this dashboard as well.

*Members of your staff are required to have an ArcGIS Online username account in order to submit the Survey123 surveys. Where the PersonnelSource CSV asks for usernames, that is to be your staff members' username, this can easily be found on the Members page of your ArcGIS Online Organization. The username will be below their profile name:

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

SarahL3 — Mon, 06 Apr 2020 15:25:51 GMT

Thank you Eric!

It worked automatically with the Personnel CSV file, but I can't seem to get the facility dashboard updated. I also noticed that the Survey123 Form for Facility Status Report still does not allow me to fill out the Facility Name. The survey results also show blank for the Facility Name.

I also noticed, after entering the lat/long information for the FacilitySource CSV, the Facility Layer does not have the locations mapped. It's supposed to, correct?

Thank you again for your helpful response!

Sarah

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Mon, 06 Apr 2020 18:22:47 GMT

I'll start with the missing facilities first. It sounds like you filled out the x and y fields in the FacilitySource CSV table which is good. When you appended the FacilitySource CSV table to the Facilities Hosted Feature Layer, did you check to make sure all of the fields were mapped properly? Specifically, the longitude and latitude fields need to be mapped to the x and y fields, respectively, as shown below (this is not done automatically). Also make sure you didn't mix up latitude/longitude and x/y, I still do that from time-to-time, this includes ensuring that your values are in decimal degrees and positive or negative depending on which hemispheres you are plotting data. This can cause issues if not done correctly.

Double check this step. If done properly, your points will be automatically added and plotted within the Facilities hosted feature layer. If you open the Facility Status Reporter web mapping application (also included with the solution) you will see your facilities appear on the map.

Note: If you already tried to append your CSV table to the facilities hosted feature layer previously, you'll want to go into the facilities hosted feature layer and delete those old records that were incorrectly appended.

As for the Facilities Status Report survey, this is not intended to be filled out on it's own like the the Individual/Team Check-In surveys. Instead, the Facilities Status Report survey is supposed to be accessed from the Facility Status Reporter web mapping application. Once you get your facilities mapped, you'll be able to search for a facility in the Facility Status Reporter web mapping application and it will give you a "Submit Status Report" button to click that will take you to the Facilities Status Report survey and automatically fill out the first question for you about the name of the facility. Below is an example of a facility called "Test" that I clicked on and it has the "Submit Status Report" button. When I click on it, it takes me to the Facility Status Report survey and the name "Test" is filled out for me.

Once you complete the survey, the results will be reflected in the Facilities Status Dashboard.

One last point, I think you mentioned this in your initial post, but just to be certain, please make sure you followed the steps found HERE where you have to copy and paste the Facilities Status Report survey's item ID into the 3 arcade expressions.

Hopefully this does the trick!

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

Dawn_Scott — Mon, 06 Apr 2020 20:59:08 GMT

Hi Eric, I have a question about this .csv table. I tested the dashboard with my IT group and their login usernames - it all worked great. But, a lot of our city staff (hundreds of them) are not used to logging into ArcGIS Online, even though we have an ELA and plenty of licenses for them. Could I use a public survey form and use it without the login requirement? If so, would the .csv still need their usernames? Trying to make this less cumbersome for our users - if I can bypass the user login, it would be very helpful.

Thank you,

Dawn

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

SarahL3 — Mon, 06 Apr 2020 21:05:36 GMT

Thank so much. The facilities are mapped now. I just need to delete those repeated locations from my multiple appending attempts.

Sadly, another issue. We sent out the Individual Check-in Survey123 form to a small group of people to test it. For some reason it is not being updated in the Personnel Dashboard. There is an error accessing the feature layer when I try to view the data of the survey through Survey123 browser website.

I noticed that the dashboard updates fine when I test the survey and when another GIS Admin user tests the survey. For some reason it is not updating the dashboard when other users with log-in accounts submit a survey.

Sarah

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Tue, 07 Apr 2020 13:00:19 GMT

Hi Sarah, Were all of your organization's users added to the PersonnelSource CSV before you appended it to the Personnel hosted feature layer? If not, they must be added in order for their survey data to appear in the dashboard. As a reminder, you have to be using their ArcGIS Online Username when you fill out the CSV table's username column. If you work at a larger organization with more employees, this might mean that the PersonnelSource CSV table is quite large, while smaller organizations won't have as many entries in this table prior to appending.

As for the Survey123 data tab (shown in your image), mind if I ask your use case behind wanting to see your submitted data here? For security/privacy reasons, this functionality has been configured in such a way that the submitted survey data can only be seen through the dashboard and not the Survey123.com website.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

SarahL3 — Tue, 07 Apr 2020 14:56:22 GMT

Hi Eric,

Yes, we made ArcGIS Online accounts for those testing the survey and then added them to the PersonnelSource CSV file. It was then appended it to the Personnel hosted feature layer. The names and the teams they fall under do show up in the Personnel Dashboard on the left side panel. The survey entries are just not updating after they have submitted their responses to the Individual Check-in Survey123. The only two personnel individuals that update are the two GIS admin users. The other 10 users we have in the CSV file are not updating in the dashboard.

For the Survey123 data tab, I was just checking to see if the survey was taking in data. But I confirmed that when I looked at the Personnel hosted Feature Layer > Data > Check-in layer. I could see the survey submissions coming in through there.

Update:

I double checked the Personnel CSV file my colleague had updated and found extra spaces in the username. This was the reason it was not updating. Now I need to delete the extra appended data. Thank you so much!

Sarah

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Wed, 08 Apr 2020 12:31:00 GMT

Hi Dawn, the solution was configured to use usernames, and this information is used through many of the hosted views and the personnel dashboard in the solution. To try and reconfigure the solution without usernames would take a bit of work to rewire everything. Most importantly, the usernames provide a level of security/privacy in helping to ensure that people outside of the organization aren't able to see/query the submitted data by employees. Usernames keep the entire solution's workflow out of the public space. If you do want to rebuild the solution with public facing surveys, please be sure to follow our documentation on how to secure a public survey here and here.

On a different note, ArcGIS Online can be configured to use Enterprise logins. This can reduce the number of passwords that users need to remember. Maybe this could help you and your employees out as well. You can read more here: Set up Enterprise logins. This blog also provides some additional content and benefits of enterprise logins.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

KarimNaguib — Wed, 08 Apr 2020 16:30:04 GMT

Hi Eric,

I was following your steps to append the updated CSV, and I keep running into an error that it can't append the data. I've tried choosing the Check-in and the Personnel Information tables, however, I don't know what to match the unique id to? I've tried doing GlobalID to Username, I've tried adding a GlobalID field and populating it in the CSV, but continue getting the below Error. Any thoughts on where the breakdown is?

Thanks Eric,

Karim

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Wed, 08 Apr 2020 16:47:07 GMT

Hi Karim, When you get to the step where you append personnel or facilities, you're not updating features, you're actually adding them. So for appending the PersonnelSource CSV table to the Personnel hosted feature layer, have your screen match the image below (set the dropdown to Personnel Information and uncheck the box for Update existing features😞

As for appending the FacilitySource CSV table to the Facility hosted feature layer, have your screen match the image below (Set the dropdown to Facilities and uncheck the box for Update existing features😞

That should do it!

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

KarimNaguib — Wed, 08 Apr 2020 17:24:28 GMT

Thanks Eric, that makes a lot of sense.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

SarahL3 — Wed, 08 Apr 2020 18:15:12 GMT

Hi Eric,

New issue, sorry!

We seem to be having an issue with viewing the dashboard from other users. I can see it, probably because I have access to all of the layers, maps and tables - and another admin user can see all of the stats on the dashboard. The managers we shared the dashboard with only see this:

Are there certain layers, tables, maps I need to also share with the managers?

Thank you,

Sarah

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Mon, 13 Apr 2020 14:18:58 GMT

Hi Sarah, As you alluded to, the dashboard is just one piece of the solution that needs to be shared. Please share all of the following:

Personnel Status Dashboard (Dashboard)
Personnel_current (Table(hosted, view))
Personnel_all (Feature Layer (hosted, view))
Personnel Status Dashboard (Web Map)
Personnel_dashboard (Feature Layer (hosted, view))

I would recommend creating a separate group for this and adding all of the managers to this group. This will help to ensure that only those who need to see this information will have access to it.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

Bogatirsky_Nathalie — Fri, 17 Apr 2020 04:03:37 GMT

Hi Eric,

I have some issues using the Personnel Dashboard. We are using Enterprise logins to log into ArcGIS Online.

Could you help me to configure the personnel Source. csv file?

Thanks

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Fri, 17 Apr 2020 13:10:17 GMT

Hi Nathalie, Regardless of whether you use enterprise logins or not, you will still have usernames stored in ArcGIS Online. When you go to ArcGIS Online > Organization > Members, what do you see under your the names of your members? In the image below, I can see that my name is Eric Wagner, but my username is ewagner0005.

That username is what you need to use in the PersonnelSource CSV table, in the username column.

You can add as many people to this table, filling out one row per person. Once done, append this CSV table to Personnel hosted feature layer as described in the answer to this thread.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

Bogatirsky_Nathalie — Fri, 17 Apr 2020 14:39:56 GMT

Hi Eric,

Thanks for your reply. I added the username to the PersonnelSource CSV table and append the file to the Personnel hosted feature layer. I can see the record, then filled out the surveys (Team and Personnel). The entries are in the Check in Layer. However when I opened my dashboard, I got an error message No Data. The Current check-ins table used by the dashboard is empty.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Fri, 17 Apr 2020 21:46:15 GMT

Hi Nathalie, Are you sure all of the usernames are spelled correctly? There was another user on this thread who didn't realize that she had extra "spaces" after each of the username values in the CSV table. They're impossible to see and they prevent the solution from working properly.

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

Bogatirsky_Nathalie — Sat, 18 Apr 2020 02:57:06 GMT

Hi,

Username fixed ... it seems that I got errors after the deployment and had to rebuild a lot of views.

I don't have the Name and location columns in the Personnel Information table and can't add the fields in the feature class even in ArcGIS Pro.

Any idea how to solve this issue?

Thanks

Nathalie

Re: Having trouble with the Coronavirus Business Continuity solution. Survey123 entries don't show up in the Dashboards.

EricWagner1 — Mon, 20 Apr 2020 12:53:05 GMT

Hi Nathalie, If you're still in the testing phase of this solution and believe that some errors took place during the deployment, you may want to consider redeploying the solution. This would entail removing all of the items that came with the solution as well as the provided group. Additionally, updates were made to the solution and how you deploy it as of April 17th, 2020. For ArcGIS Online, you no longer use the Solution Deployment tool in ArcGIS Pro, there is now an online deployment tool, the instructions can be found in this hyperlink. This might help with the troubleshooting. As a general note, out-of-the-box, you should not need to rebuild any views; that is only necessary if you want to add fields to the Survey123 surveys.