Asset Inspections Workflow

[ShareUser]

Hello all!

I am working on a workflow for asset inspections for a public works department. The workflow is as follows:

1. Get location, static data, and initial conditions of the hydrant using a Survey123 form (reliable mapping of this asset did not exist before).

2. Export this layer from my enterprise portal to ArcGIS Pro. 

3. Create a related table in Pro for annual inspections, then create a relationship class between the hydrant point layer and the inspections table. I used a 1:M relationship and linked these with the global ID (hydrant layer) and a GUID field (inspection table)

4. Republish hydrant layer, now with related inspections table, back to enterprise.

5. Create a new survey in Survey123 (from feature service), this has all the questions from the inspection log that was created in Pro. This survey points back to the inspection table using the submission URL.

6. Configure pop-ups in enterprise so that field workers can use Field Maps to hit a button in the pop-up which will take them to the inspections survey in Survey123.

Everything is working as expected so far. So now I have a few questions:

1. Is this the most efficient workflow for this task?

2. When I republished the hydrant layer with the inspections table from Pro back to enterprise, I chose the "copy all data" option instead of "reference registered data". Is this okay? I got warnings when I tried to use the second option because my "data source is not registered with the server".

3. Last, most important question: I would like the symbology on my web map to change based on the completion status of the inspection survey. Because the symbology is based on the hydrant layer and only the inspection table layer is being updated with a completion status, this is creating issues. There is a field in my inspection table called "completionstatus" and when it returns "complete", as long as the inspection date is within 365 days, I would like the hydrant to turn green on the map. I have tried doing this with attribute rules in Pro with no luck and because the map in Pro is not linked to my map in enterprise, this would require daily manual republishing anyways. I don't have access to ArcGIS Notebooks.

I'm fairly new to all ArcGIS products and a beginner when it comes to scripting (but eager to learn!). Any and all advice or guidance would be so so appreciated. Thanks!

[ShareUser]

Hi @KateBrigham , i try to give an answer for your second question: instead of copying and creating a hosted featureservice you can maybe also use an Enterprise Geodatabase from which you reference. You can read more about those here: https://enterprise.arcgis.com/en/server/latest/manage-data/windows/enterprise-geodatabases-and-arcgi...

Using hosted and non-hosted featureservices have different pros/cons.

[ShareUser]

Sounds like my workflow I posted here a few years ago  https://community.esri.com/t5/arcgis-survey123-questions/mapping-with-survey123-within-a-polygon-or-...

Note I do not count on globalids since if you move it then it all breaks.  I use both globalid to make 123 happy then add my own id also.

For symbology you can use Arcade to get the child inspection for a popup but you cannot symbolize by it since that is blocked - they say it would be too slow to run all those arcade and draw which is probably true.  Instead I tend to just map the actual child inspections instead with some filters.  Even better change to a Dashboard then you can do all kinds of cool stuff esp with data expressions.  Then you can have fancy lists with icons and all that.

As other posted register your SDE in Portal or server.  But make sure you can actually reach that server outside the org first.  Good chance its blocked.  We stand up in AGOL for each field season then download and process into SDE at the end of the year (which is also why we don't count on globalid).

Hope that helps