Survey123 Time Card Solution?

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07-23-2019 11:11 AM
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I've created a Survey123 app which employees can submit their time card hours with. I'm looking for a way that a foreman can open this data into another Survey123 app to review and sign off on this data. I would also like to implement a notification system which would email the foreman when a new time card is ready for verification. 

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Esri Frequent Contributor

Hi Anthony,

Yes, both of these requests are possible.

Using the Inbox feature in Survey123 field app you can have a foreman review and approve surveys that have been submitted by other users, and use attributes to only query and display those surveys that need to be approved by that signed in user (foreman). You will need to configure your original survey that employees fill out to have the required fields to make this possible, and then create a second survey based on the same feature service that has the additional fields for the foreman and Inbox enabled.

As for notifications, Survey123 supports sending webhook for both adding and editing records, so this can be configured with a third party webhook provider to set up your required notifications such as email, sms, posting to another system etc.

Phil.

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Esri Frequent Contributor

Hi Anthony,

Yes, both of these requests are possible.

Using the Inbox feature in Survey123 field app you can have a foreman review and approve surveys that have been submitted by other users, and use attributes to only query and display those surveys that need to be approved by that signed in user (foreman). You will need to configure your original survey that employees fill out to have the required fields to make this possible, and then create a second survey based on the same feature service that has the additional fields for the foreman and Inbox enabled.

As for notifications, Survey123 supports sending webhook for both adding and editing records, so this can be configured with a third party webhook provider to set up your required notifications such as email, sms, posting to another system etc.

Phil.

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Thanks!

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New Contributor

My boss came to me this morning asking if we can come up with something similar to this approach. Any chance of sharing your methodology???

Thanks, 

Eric

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Esri Frequent Contributor

Hi Eric,

Are you able to provide more information about what you are trying to achieve and the workflow, what gets created as the initial data collection, and what needs to be signed off? Also how simple or complex if you survey? Do you have repeats, images etc.

Basically you just need to create two different surveys based on the same feature service (dataset) and only include in each survey the fields/questions you want that user or reviewer to see and interact with. The Inbox only needs to be enabled on the second survey (for the reviewer) and you can make questions read only or removed if they are not needed. You can then add additional questions for approving it after review, or send back to submitter. This can be done by setting up Inbox queries.

Regards,

Phil.

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New Contributor

Hello Phil,

 

With what I’ve been told, it should be a pretty simple survey with the responsible foreman entering his employee(s) hours worked . I’m sure there needs to be the ability to enter sick, vacation, etc. also…. I’m assuming that I will setup the employees to be viewed by the foreman by relevant expressions, but am wondering how to setup the time equations. Also, this will be my first attempt at utilizing the inboxes….

 

Thanks,

Eric

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Esri Frequent Contributor

Hi Eric,

Please attempt to set up your survey and data schema and create the 2 surveys with the questions you want included. If you run into any issues, or have further questions, please share your xlsx files and we can take a look and try to provide any further advice or help.

Regards,

Phil.

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